IRAFinancialGroup

Self-directing has never been so easy

Now it’s 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.

IRA Financial Group Self-Directed Retirement Experts

Our Self-Directed Retirement Solutions

Make Alternative Investments

SELF-DIRECTED IRA

  • Take control of your retirement funds
  • Invest in alternative assets with no transaction fees
  • Get Checkbook Control
  • Use your IRA to make almost any investment, tax free

Self-Employed Individuals

SOLO 401(k)

  • Contribute up to $62,000 annually in pre-tax or Roth
  • Make any type of investment with checkbook control
  • Borrow up to $50,000 tax and penalty-free
  • Make alternative investments without tax or transaction fees

Finance Your Business Now

ROBS SOLUTION

  • Start or fund a business without tax or penalty
  • Earn a salary doing what you love
  • Invest in yourself while you save for retirement
  • Rollover your funds without debt or penalties

Tell us how the IRA Financial team can help you better self-direct your retirement account. Receive quality service at the lowest fee.

How it works

IRA Financial Group Self-Directed Retirement Experts

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.

IRA Financial Group Self-Directed Retirement Experts

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.

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’s founder, Adam Bergman, is the nation’s leading voice on self-directed retirement has has authored seven 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 future financial goals.

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.

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.

self-directed retirement plans by IRA Financial Group

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.

IRA Financial Group Self-Directed IRA Experts

FIRST OF ITS KIND

Introducing the IRA Financial App

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.

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.

IRA Financial Group Self-Directed IRA Experts

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.

IRA Financial Group Self-Directed IRA Experts

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

IRA Financial Group Self-Directed IRA Experts

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

IRA Financial Group Self-Directed IRA Experts

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

IRA Financial Group Self-Directed IRA Experts

IN A NUTSHELL

Learn to invest in cryptocurrency from an expert

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.

IRA Financial Group Self-Directed IRA Experts

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…


IRA Financial Group Self-Directed IRA Experts

Read the full press release at Nasdaq.

self-directed retirement plans by IRA Financial Group
“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.”

 

IRA Financial Group Self-Directed IRA Experts
“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.”

IRA Financial Group Self-Directed IRA Experts

12,000+ clients

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

IRA Financial Group Self-Directed IRA Experts

7 books

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

IRA Financial Group Self-Directed IRA Experts

Forbes

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

Learn from the experts.

Join almost 20,000 retirement investors and gain insights right in your inbox. Sign up for our monthly newsletter to receive articles, podcasts and news on how to Self-Direct your retirement plan.

Get a Free Consultation