Check out the latest book written by IRA Financial’s founder, Adam Bergman – Mastering the Self-Directed IRA

Rollover for Business Start-Ups (ROBS)

Onboard Documents

Simply download and complete the new client information and new client agreement packages below and send them over to your specialist to get started.

Additional Information

For more detailed information on the ROBS and how it works, download our info kit.

YouTube Live

TODAY, September 5, 2024 | 1PM EDT

Tax Strategies for 2024 & Beyond: How to Maximize Deductions and Minimize Penalties with Your IRA