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Tell us how the IRA Financial team can help you better self-direct your retirement account. Receive quality service at the lowest fee.
1 | Open an Account
Opening your self-directed retirement plan is so easy, you can do it yourself. Create your own account in minutes with IRA Financial’s new app. Or contact IRA Financial Group at 800-472-0646 and a specialist will create your retirement structure by phone, email, fax, or regular mail.
2 | Roll Over Your Funds
Easily fund your self-directed IRA with a contribution, transfer, or rollover. Your self-directed IRA specialist will help transfer or rollover your assets (money or property) to your new self-directed retirement account.
3 | You’re Ready to Invest
Make investments, like real estate and tax liens, directly from the mobile app. With IRA Financial Group, you have options! You can make tax-free investments with the app, write a check or send a wire.
Experience You Need
IRA Financial Group has over a decade of experience helping investors self-direct their retirement accounts.
Tell Us What You Need
Our team will work one-on-one with you to establish a Self-Directed IRA, Solo 401(k) or ROBS solution that fits your future financial goals.
It only takes 3 steps.
We make it easy to establish your Self-Directed IRA. Contact a specialist to get started on your journey to retirement savings.
Adam Bergman, Esq.
Adam Bergman is the founder of 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 is the author of seven books on Self-Directed IRAs and 401(k) plans, and a frequent contributor to Forbes. He founded IRA Financial Group to educate Americans on the power of self-directing their retirement investments and gain control over their funds.
FIRST OF ITS KIND
Create a basic user account to ask general questions, open a Self-Directed IRA, Solo 401(k) and much more – all on a secure platform.
Our innovative app features allow you to easily set-up and maintain your account. We are transforming how you self-direct your retirement. Download our app today.
The app offers an easy experience by tailoring the process to fit your specific financial needs. Start directing your retirement account now.
Sign up electronically to complete basic retirement account transactions with DocuSign, a leading digital transaction management platform.
We protect your information with our secure servers that are intelligently encrypted for your protection.
Enjoy the best mobile experience by downloading our phone app or create an account on our web app today.
The whole team at IRA Financial have been professional, accessible and super supportive…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 | Self Employed | Ft Lauderdale, FL
I am very impressed with IRA Financial Group…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.
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.
Will Davis | General Contractor | Gresham, OR
IN A NUTSHELL
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.
Non-Invasive Monitoring Services, Inc. (the “Company” or “NIMS”) and IRA Financial Group along with IRA Financial Trust (collectively “IRA Financial”) announced that they have agreed to combine in a reverse acquisition transaction…
“What about your IRA, including rollover IRA? You need to look at state law, advises tax attorney Adam Bergman of New York’s IRA Financial Group.”
“Adam Bergman…gets several calls a day from clients like McDermott looking to invest their retirement funds in real estate. ‘Our average client has retirement accounts of about $150,000 and is looking to buy one or two properties.’”
“Jeff Brown…transferred roughly $50,000 from his workplace 401(k) to purchase homes to fix up and sell…He uses a self-directed IRA that he set up through IRA Financial Group in Miami Beach.”
Our tax and ERISA experts have helped over 12,000 clients invest $4 billion in alternative assets.
IRA Financial Group’s founder, Adam Bergman, is the author of seven books on Self-Directed IRA retirement plans.
Bergman is a frequent contributor to Forbes.com and is an official member of the Forbes Financial Council.
Learn from the experts.
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