IRA Financial Group
Self-directing has never been so easy
IRA Financial Group, the leader in self-directed retirement plans, now makes it easier to invest your retirement funds your way! Make alternative investments, like real-estate, private funds and even cryptocurrency. Take control of your IRA with our self-directed retirement solutions.
Our relationship with Capital One Bank makes us the only self-directed retirement custodian to open checking accounts for its clients. Call us to get a free consultation with a retirement expert at 800-472-0646 or get started below with the IRA Financial App.
IRA Financial Self-Directed Retirement Solutions
Take control of your investments & your future
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 our new app or contact us at 800-472-0646 and a specialist will create your retirement structure by phone, email, fax, or regular mail.
2. Roll over 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.
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.
How IRA Financial is different
Our tax and ERISA experts have helped over 12,000 clients invest $4.5 billion in alternative assets.
IRA Financial Group’s founder, Adam Bergman, is the author of 7 books on self-directed retirement.
Bergman is a frequent contributor to Forbes.com and is an official member of the Forbes Financial Council.
IRA Financial App
Use our free app to set up and maintain your account. Everything is done on a secure, encrypted platform.
We have experience
We have 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.
Adam Bergman, Esq.
Work with a leader on Self-Directed IRAs
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.
A client explains why he chose IRA Financial!
I first tried working with [another provider]…When I proceeded to my due diligence, I was so disappointed by multiple aspects of the trust company documents that I backed out of the entire transaction…I then turned to IRA Financial.
Having been burned once, I snooped around to identify the trust company (IRA Financial Trust), found their “forms” webpage, and reviewed all the relevant forms before proceeding. Overall, the application process with IRA Financial was not too painful. Even better, they did signatures via DocuSign and in the process presented all the relevant documentation including information about fees and minimum account balance requirements.
R. Paul Drake
Portfolio strategy, dividend investing, REITs, closed-end funds
FIRST OF ITS KIND
Get started today with the new IRA Financial App
Ask general questions, open a Self-Directed IRA, Solo 401(k), make investments, and much more – all on a secure platform that tailors the process to your financial needs.
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.
Our latest news
What our clients say
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