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.
2019 Mission Statement
IRA Financial will strive to be the best self-directed retirement & pension administrator in the country through a mixture of technology and amazing customer service.
We will use technology innovations to transform retirement investment & pension administration solutions. We will offer superior retirement plans and services that will help our customers take control over their retirement from both an investment and savings perspective.
We are genuinely interested in educating our customers and will not compromise our ethics, mission, and integrity in the name of profit.
Our self-directed retirement products and pension plans will change the way people invest and save for retirement and we will build into each IRA Financial retirement plan a level of quality, efficiency, and value that will earn the respect and loyalty of our customers.
Why choose us?
We have helped over 12,000 clients establish IRS compliant Self-Directed IRA and Solo 401k plans and invest over $3 billion in alternative assets.
You will have direct and unlimited access to our in-house tax and ERISA professionals, as well as our in-house CPAs. Unlike our competitors, we don’t limit your access to our tax professionals.
If you elect to not go through with a plan, you won’t need to pay our one-time set-up fee – it’s that simple. We understand that plans change and we certainly don’t believe it’s fair to impose a fee for an unneeded structure.
IRS rules require your retirement funds to be transferred from custodian to custodian. We never have access to your retirement funds in any way. You will be the only party with direct access to your retirement funds.
Founded by a former tax and ERISA attorney, IRAFG provides attorney-created retirement structures and partners with professionals whose knowledge of retirement plans and tax law is unmatched.
We’ve been featured in over a 100 major publications, including Forbes, the Wall Street Journal, CNN Money, USA Today, the Chicago Tribune, and many more.