IRS tax rules and guidelines change annually. IRA Financial ensures your plan documents are updated and that your self-directed structure remains compliant and respected by the IRS.
Solo 401(k)
Premium Compliance
Included with your plan
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Solo 401(k) plan document updates as required by law
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Unlimited Solo 401(k) plan tax & consulting services*
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Preparation and filing of IRS Form 5500-EZ
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Expedited IRS support
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Access to exclusive webinars
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Free copies of self-directed retirement books by Adam Bergman
