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.
Our 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.
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 7 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.
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.
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.
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.
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 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.
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
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.