IRA Financial Group has over a decade of experience helping investors self-direct their retirement accounts.
We work one-on-one with our clients to establish their Self-Directed IRA, Solo 401(k) and ROBS solution.
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Establishing a self-directed retirement plan is quick, easy, and secure.
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.
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.
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.
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.
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…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
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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