IRAFinancialGroup

Self-directing has never been so easy

The leader in self-directed retirement plans now makes it easier than ever 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.

Call us to get a free consultation with a retirement expert at 800-472-0646 — or get started below.

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Control your investments

Take control of 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.

3. 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.

Our self-directed retirement solutions

Self Directed IRA

Self-Directed IRA
Take complete control of your retirement funds by investing in alternative assets like real estate tax free.
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solo

Solo 401(k)
Make contributions up to $62,000 in pre-tax or Roth and take out a $50,000 loan tax and penalty free.
Learn More →

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ROBS Solution
Start or fund a business and invest in yourself while you save for your retirement. Roll over funds penalty free.
Learn More →

12,000+ clients

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

7 books

IRA Financial Group’s founder, Adam Bergman, is the author of 7 books on Self-Directed IRA retirement plans.

Forbes

Bergman is a frequent contributor to Forbes.com and is an official member of the Forbes Financial Council.

Choose IRA Financial

Call us at 800-472-0646. Or fill out the form below and our tax professionals will get back to you ASAP.

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 $3 billion in alternative assets.

Unbeatable Reputation

IFG founder Adam Bergman is a leading voice on self-directed retirement & has authored 7 books on self-directing.

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 goals.

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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.

App

FIRST OF ITS KIND

Introducing the IRA Financial App

Ask general questions, open a Self-Directed IRA, Solo 401(k), make investments, and much more – all on a secure platform.

Intelligent Interface
The app offers an easy experience by tailoring the process to fit your specific financial needs. Start directing your retirement account now.

Account Maintenance
Sign up electronically to complete basic retirement account transactions with DocuSign, a leading digital transaction management platform.

Secure Platform
We protect your information with our secure servers that are intelligently encrypted for your protection.

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Enjoy the best mobile experience by downloading our phone app or create an account on our web app today.

See what our clients have to 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

We’re going public!

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…


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Read the full press release at Nasdaq.

Where we’ve been featured

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