Our self-directed retirement plans let you do more with your savings

Get complete checkbook control and access to retirement experts — we’ve had over 12,000 clients with more than 4.8 billion invested in alternative assets.

Get a free consultation when you call 1-800-472-0646!

Our self-directed retirement plans let you do more with your savings.

Get complete checkbook control and access to retirement experts — we’ve had over 12,000 clients with more than 4.8 billion invested in alternative assets.

Get a free consultation when you call 1-800-472-0646!

The IRA Financial difference

Experience You Need

IRA Financial Group has over a decade of experience helping investors self-direct their retirement accounts.

A Team You Can Trust

Our tax and ERISA professionals have helped over 12,000 clients invest $4 billion in alternative assets.

Unbeatable Reputation

IFG’s founder, Adam Bergman, is the nation’s leading voice in Self-Directed IRA plans. He has authored 7 books on Self-Directed retirement.

Here To Help

We work one-on-one with our clients to establish their Self-Directed IRA, Solo 401(k) and ROBS solution.

1-800-472-0646

9:00am-7:00pm EST | Monday-Friday


Or fill out the form below and our tax professionals will get back to you ASAP.

“The idea is simple enough: Invest in anything you want, but put the investment into a special IRA, so it isn’t taxed until retirement.”

“The Solo 401(k) is available to anyone who works for themselves and does not have employees. It works for business owners as well as people with side hustles.”

U.S. News & World Report Logo

“…self-employed workers may wonder if they can truly save as much as those who work for others, but tax-advantaged investment opportunities abound…”

How it works

Establishing a self-directed retirement plan is quick, easy, and secure.

1. Open An Account

Tell us which self-directed retirement plan you want to establish. We can handle the process by phone, email, fax, or regular mail. To get started, call us at 1-800-472-0646. Our expert ERISA and tax professionals are on-site, which greatly reduces the set-up time and cost. You’ll be promptly assigned to one of them and they’ll help you get your self-directed retirement structure started.

Don’t know which plan is right for you? We can help!

If you want to make alternative investments…

For those who are not self-employed and are interested in making traditional or alternative asset investments (e.g., real estate, cryptocurrencies).

If you’re self-employed…

For those who are self-employed or own a small business with no employees and are interested in making traditional or alternative investments (e.g., real estate, cryptocurrencies).

If you want to open a business…

For those who are interested in using retirement savings to start or fund a business that they or a family member wish to be actively involved in.

2. Roll Over Your Funds

You can fund a self-directed retirement plan via a contribution, transfer, or rollover. In general, you can move assets (money or property) from other retirement accounts (including traditional IRAs) to a self-directed IRA, tax free. Your assigned self-directed IRA specialist will help you transfer or roll over your funds to your new self-directed retirement account.

3. You’re Ready To Invest

Using a self-directed retirement plan established with IRA Financial Group is quick and easy. We take care of everything for you and make sure you always have access to one of our in-house specialists. In just a few days, you will have checkbook control over your retirement funds so you can make investments, including real estate, tax liens, precious metals, cryptocurrencies,  and much more tax-free by simply writing a check or sending a wire. Discover what makes IRA Financial Group different.

Work with a leading authority on self-directed retirement.

Adam Bergman founded IRA Financial Group and IRA Financial Trust. Prior, he was a tax attorney at some of the largest law firms in the country, including White & Case LLP. He’s written 7 books on the taxation of Self-Directed IRA and 401(k) plans and is a frequent contributor to Forbes.com as well as a member of the Forbes Finance Council. IRAFG was founded to help educate Americans about self-directed retirement investments, empowering them to gain control over their funds.

What our clients say

We’ve had over 12,000 clients all over the U.S. Here’s what they say about us.

The whole team at IRA Financial have been professional, accessible and super supportive. I would recommend them to anyone looking to navigate the murky waters of setting up a Self-Directed IRA or ROBS. After a 30 year career in enterprise sales, I wanted to do my own thing. Thing was, all my $$ was in my multiple retirement accounts. So, what to do? I didn’t think I could go chase my dream. I looked all over the web, spoke to local accountants/attorneys who told me no, can’t be done. When I came across IFG on the web, it seemed too good to be true. Then I started researching the programs… Because of their amazing work over the past 8-9 months, my company is off the ground, and we are on track to have an amazing first year!

Rich Lane | Investor, Self Employed | Ft Lauderdale, FL

I am very impressed with IRA Financial Group. The paperwork was flawless and easy to follow. Walter was great at answering all of my questions and processed my application quickly. I am so glad I went with this company! I really feel like they have my back in what is a complicated process. Thank you.

David Somerville | Retired | Sedona, AZ

My wife and I have decided to take control of our own IRAs. Using IRA Financial Group has been very simple. Our account manager is very accessible and responsive. The service received compared to the price paid is very good.

William (Will) Davis | General Contractor | Gresham, OR

In A Nutshell:

Learn to invest in cryptocurrency from an expert
Cryptocurrency offers an exciting new tax-free investment opportunity for those willing to tap into their retirement funds. The size, versatility, and rapid growth of cryptocurrency make the market attractive for investment by retirement-account holders. Adam Bergman, Esq. explains how easily Self-Directed IRA and Solo 401(k) plans can be used to invest in cryptocurrencies like Bitcoin, Ethereum, Litecoin, and others without tax.

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