Founded in 2012, Tax Smart IRA specializes in helping individuals set up and utilize Self-Directed IRAs and Solo 401(k)s to achieve tax-free income in retirement. The firm's mission is to educate clients on the US tax code, empowering them to make tax-efficient investment decisions and gain greater control over their retirement funds. They guide clients through the process of establishing these accounts with qualified custodians, enabling investments in alternative assets like real estate, precious metals, and private equity.

Founded in

United States