Use your retirement funds to buy a business or franchise tax-free and without penalties!
- Use Your 401K or IRA
- No Tax Penalty
- Experts To Guide You On Your Way
Why Choose IRA Financial Group
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.
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.
Find IRA Financial Group on Forbes! Adam Bergman is a frequent contributor to Forbes.com and an official member of the Forbes Financial Council.
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.
IFG founder Adam Bergman is a leading voice on self-directed retirement & has authored 7 books on self-directing.
Tell Us What You Need
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.
ROBS Allows You To
Use your retirement funds to invest in a new business
Use your retirement funds to purchase a new business
Use your retirement funds to finance a new business
Earn a salary from your new business
Help grow your business
Re-capitalize or expand your business
What Our Customer Say
“When I came across IFC on the web, it seemed to good to be true. Then I started researching the programs, and especially Adam. Then, I got an appointment and met Adam in person. Let me tell you – Adam and IFG are THE Real Deal! Check his creds, read his books – the run, and get an appointment… and start living your dream. Because of their amazing work over the past 8-9 months, my company is off the ground, and we are on track to have an amazing first year! Thanks Adam, thanks LFG!!”
-Gary & Mary Brown
“I had researched many facilitators for my recently opened Solo 401K Trust Plan. It seemed that there was negative consumer info on just about all of them….except IRA Financial Group. They also had a lower and simple fee schedule and everything seemed and felt ( the gut test ) straightforward and legitimate. The process was quick, relatively simple and the team was always helpful and very responsive to questions and concerns. I’m a fairly skeptical business person but I am pleased and recommend IRAFG if you are contemplating a Self Directed IRA or Solo 401K.”
– Joseph Durante