IRA Financial Group

Call us today a888-472-0648


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

ROBS clients at IRA Financial Group

12,000+ 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.

7 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.

ROBS Forbes articles by IRA Financial Group


Find IRA Financial Group on Forbes! Adam Bergman is a frequent contributor to 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.

Unbeatable Reputation

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

ROBS to buy a business

Use your retirement funds to invest in a new business

ROBS to invest in a business

Use your retirement funds to purchase a new business

ROBS to finance a business

Use your retirement funds to finance a new business

ROBS to earn a salary in a business

Earn a salary from your new business

ROBS to grow a business
Help grow your business

ROBS to expand a 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

“First things First.. I have to tell you how pleased we are with the services of your office IRA Financial and especially Enrique Estrada.. He has been incredibly responsive to our issues in setting up the new “C” Corp with the ROBS 401K funds.”

-Wes Fritz

“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

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