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About IRA Financial Group

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.

Why choose us?

Clients

IRA Financial Group’s tax and ERISA specialists have helped more than 12,000 clients self-direct their IRA and invest $4 billion in alternative assets, such as real-estate.

Books

Founder of IRA Financial Group and former tax and ERISA attorney, Adam Bergman, has published seven books to help investors self-direct their individual retirement account.

Forbes

Find IRA Financial Group on Forbes! Adam Bergman is a frequent contributor to Forbes.com and an official member of the Forbes Financial Council.

Leadership

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.

Access

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.

Value

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.

Security

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.

Expertise

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.

Prestige

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.

Roth Solo 401(k) 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.”

Roth Solo 401(k) by IRA Financial Group

“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.'”

Roth Solo 401(k) by IRA Financial Group

“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.”

Choose IRA Financial

Do you have a question? Call us at 888-472-0649. Or send us a message and a specialist will respond as soon as possible.


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