IRAFG was created by a former tax attorney to help you take control of your retirement funds.

About us

We Believe In Attorney-Developed Structures

IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms in the world, including White & Case LLP. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(K) plan to make alternative asset investments, such as real estate.  So, he created a company that would help educate retirement account holders about the many benefits of self-directed retirement plan solutions.

We believe that top-tier self-directed retirement solutions can be affordable, and we deliver them with professionalism, quality, and efficiency.

What we do

We Offer Affordable Top-Tier Solutions

We help our clients take control of their retirement funds and gain the ability to invest in almost any type of investment–tax-free. We have helped thousands of clients invest in domestic or foreign real estate, tax liens, precious metals, peer-to-peer lending, new businesses, stocks, mutual funds, foreign currencies, options, and much more.

When you choose IRAFG, you have direct and unlimited access to our in-house tax and ERISA professionals to ensure that all established tax structures are IRS compliant. Accordingly, we offer a full IRS audit guarantee and stand by the legality of our structures and will fully defend their merits against any IRS audit.

Why choose us?

Leadership

We have helped over 15,500 clients establish IRS compliant Self-Directed IRA and Solo 401k plans and invest over $4.9 billion in alternative assets.

Access

You will have direct and unlimited access to our in-house tax and ERISA professionals, as well as our in-house CPAs. Unlike our competitors, we don’t limit your access to our tax professionals.

Value

If you elect to not go through with a plan, you won't need to pay our one-time set-up fee – it’s that simple. We understand that plans change and we certainly don’t believe it's fair to impose a fee for an unneeded structure.

Security

IRS rules require your retirement funds to be transferred from custodian to custodian. We never have access to your retirement funds in any way. You will be the only party with direct access to your retirement funds.

Expertise

Founded by a former tax and ERISA attorney, IRAFG provides attorney-created retirement structures and partners with professionals whose knowledge of retirement plans and tax law is unmatched.

Prestiege

We've been featured in over a 100 major publications, including Forbes, the Wall Street Journal, CNN Money, USA Today, the Chicago Tribune, and many more.

Our content

Learn about what matters to you. Like IRAFG on Facebook for updates!

Forbes Articles

Adam Bergman, the founder of IRA Financial Group, publishes regularly on Forbes and is a member of the Forbes Finance Council.

Blog

We publish something new every day. Our blog keeps you in the loop about laws and current events that affect retirement account holders.

Podcast

We publish podcasts on Wednesdays and Fridays. You can listen to them on iTunes or watch the recording on YouTube.

Videos

We publish videos on Monday and Thursdays, so keep an eye out for new content.

Where we’ve been quoted