IRA Financial Group

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IRA Investing In Real Estate

Real estate is re-emerging as an asset class that more Americans have confidence and comfort in compared to a questionable stock market. The IRS allows you to use a self-directed Roth IRA to purchase real estate or raw land, as long as your plan allows for it. All income and gains from real-estate owned in a self-directed IRA are exempt from tax, making real estate an even more powerful investment.

Why Choose IRA Financial

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 founder Adam Bergman is a leading voice on self-directed retirement & has authored 7 books on self-directing.

Customer Service You Want

Our team will work one-on-one with you to establish a Self-Directed IRA, Solo 401(k) or ROBS solution that fits your goals.

What Our Customers Say About Us

“I am really pleased with how my self directed IRA works now that I’m working with IRA Financial Group. It’s been a year and seventeen real estate lending transactions since I left my active trustee behind, and I haven’t missed them for a minute! Since you set me up with a checkbook self directed IRA, my transactions take less of my time, I’m no longer paying expensive fees and waiting for a trustee to “expedite” my paperwork, and my borrowers are amazed at how fast I can respond to an investment opportunity. Thanks for making this a reality!”

– David Snyder

“I recently opened up a self-directed IRA with checkbook control using the IRA Financial Group. What a pleasant experience and what a great process they have in place to walk your through all the steps. The self-directed IRA was the perfect solution for making a real estate investment that is geared for a long term hold as rental property. All the rent goes into the IRA and all expenses are paid out of the IRA. This process will allow me to make anywhere between 8% to 10% growth each year. I could not be happier with my decision to use the IRA Financial Group. I have already recommended the IRA Financial Group to several co-workers and friends.”

– Rodney Murray

“I called IRA Financial in 2012 for information about how I can invest my own money and get out of the roller coaster stock market. They were very professional and explained all the dos and don’ts in detail and helped me set up the self directed 401k plan. Since then I have changed the plan and invested in real estate and this has worked out fantastic. Every time I have a question they are always very quick to respond with the correct answer every time.”

– Mark Coulter

Why Buy Real Estate Using a Self-Directed IRA LLC

Take Advantage of Tax Plan

Gains and positive cash flow are tax free

Finance A New Business

IRA can borrow Money – leverage your investment with non-recourse financing

Retain Employees

No time limit for holding property

Grow Your Business

Potential to earn a larger rate of return on invested capital

Types of Real Estate Investments

Co-Mingling Personal Funds in an IRA Investment

Below is a partial list of domestic or foreign real estate-related investments that you can make with a Solo 401(k):

  • Raw land
  • Residential homes
  • Commercial property
  • Apartments
  • Duplexes
  • Mobile homes
  • Condos/townhomes
  • Real estate purchase options

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“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.”

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“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.'”

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“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.”


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