Robs 401k | Rollover for Business Start-Up

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

Fore more detailed information on the ROBS and how it works, download our info kit. For more information about our founder, download Adam Bergman’s bio.

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Contact IRA Financial at 1-800-472-0646 or fill out the form to learn more about opening a self-directed retirement account.

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Contact

[email protected]
1-800-472-0646

IRA Financial Group
1691 Michigan Avenue, #335
Miami Beach, FL 33139

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