About us

We Believe In Attorney-Developed Structures

IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms in the world, including White & Case LLP. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(K) plan to make alternative asset investments, such as real estate.  So, he created a company that would help educate retirement account holders about the many benefits of self-directed retirement plan solutions.

We believe that top-tier self-directed retirement solutions can be affordable, and we deliver them with professionalism, quality, and efficiency.

What we do

We Offer Affordable Top-Tier Solutions

We help our clients take control of their retirement funds and gain the ability to invest in almost any type of investment–tax-free. We have helped thousands of clients invest in domestic or foreign real estate, tax liens, precious metals, peer-to-peer lending, new businesses, stocks, mutual funds, foreign currencies, options, and much more.

When you choose IRAFG, you have direct and unlimited access to our in-house tax and ERISA professionals to ensure that all established tax structures are IRS compliant. Accordingly, we offer a full IRS audit guarantee and stand by the legality of our structures and will fully defend their merits against any IRS audit.