The IRA Financial Difference
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 seven 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.
Benefits of Self-Directed IRA
Get Tax-Free Crypto Gains
With a self-directed IRA or Roth IRA, buy any cryptocurrency or ICOs and never pay tax on any of your gains. With a Roth IRA, you can shelter all of your crypto related gains forever. Our Self-Directed Blockchain IRA is the most tax advantageous vehicle for investing in crypto or ICOs.
Control Your Wallet & Private Key
Buy cryptocurrencies on any exchange and hold them in your own digital or hard wallet. You won’t have to rely on an IRA custodian or broker to control your cryptos and you’ll be free to buy, sell, exchange or transfer the cryptos anytime you wish either via an exchange or a wallet.
Don’t Pay Broker Fees
Buy cryptocurrencies, such as bitcoin or even ICOs, without incurring high broker commissions. No transaction fees or annual valuation fees. Use any exchange of your choice and gain the ability to control your own cryptocurrency investments.
“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,” he said. “After 2008, they didn’t trust Wall Street. They wanted hard assets.'”
“I was a bit dubious about how the self-directed IRA with checkbook control would actually work. But I’m a fan now! I’ve closed on the purchase of my first rental property and I’m very pleased with having part of my IRA producing steady rental income as well as real appreciation in the property. My specialist answered all my questions and even spoke with the bank manager where I opened my checkbook account. I am now looking forward to even more or better opportunities.”
– Patricia Dia Falco
“IRA Financial Group was AMAZING to work with. They went above and beyond all of our expectations. We hit a few bumps in the road with the IRA rollover and the IRA Financial Group team was right there to help get everything worked out and to make sure that my rollover was done correctly and I was able to complete my real estate transaction. The IRA financial Group and specifically Jacky was always willing to answer any and all questions as fast as they could. I would and will definitely refer anyone to IRA Financial Group who is looking to establish a “checkbook control” self-directed IRA to purchase real estate.”
– Dr. Yusuf Mamdani, NJ