IRA Financial Group

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Self-Directed IRA Checkbook Control

Self-Directed IRAs allow you to diversify your retirement portfolio. Step away from the volatile stock market and invest in alternative assets you know and understand, like real estate. Take it one step further with Checkbook Control. You receive full control over your retirement investments – no need for custodian consent. You’re in control.

Why Choose IRA Financial



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 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.

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.

Easily Make Investments You Know & Understand

1 | What is a Self-Directed IRA

A Self-Directed IRA is a retirement account that allows you to diversify your retirement portfolio. Now, you can make alternative investments, like real estate and cryptocurrency – but you still have the option of investing in equities, like stocks, bonds and mutual funds.

2 | Checkbook IRA Control

Checkbook control IRA truly allows you to self-direct your IRA. You manage the LLC and have full control over your IRA funds. Never rely on a custodian to approve investments again. When you see a promising investment opportunity, write a check or wire funds from your Self-Directed IRA. It’s as easy as that!

3 | Checkbook Control Process

Gain checkbook control– the process is quick and easy. IRA Financial will handle the entire process. We can do this by phone, email, fax or mail. Our Checkbook Control IRA specialists will reduce set-up time and cost of your checkbook IRA structure. Our fees are lower than companies that perform similar services.

4 | Real Estate

Diversifying your investments will help protect your retirement funds. You lower the risk of losing your money when you invest in multiple assets, like real estate. Real estate is a hard asset and offers a hedge against inflation. Real estate investments can protect your IRA money against another financial crisis.

5 | Precious Metals

Protect your funds during tough economic times by investing in precious metals. Precious metals are known for being a reliable, stable alternative asset. Just like real estate,  precious metals can protect your IRA against inflation. Consider this: when the value of the dollar decreases, your precious metals retain their value!

6 | Mortgage Notes

Find out why notes are a popular alternative asset investment. You can easily increase your cash flow with notes, such as  mortgage notes. Because notes are a passive investment, there’s very little work required. Notes are said to be one of the easiest and securest methods of investing.

Self-Directed IRA Checkbook Control – Prohibitions

Prohibited Transactions

Prohibited Transactions

Learn the prohibited transactions with your Self-Directed IRA investments. If you don’t follow the prohibited transaction rules, it can lead to high taxes or disqualification of your IRA. Fill out our form to speak to a specialist at IRA Financial, and learn more about Prohibited Transactions.

12.000 + Clients

Disqualified Persons

Most prohibited transactions involve a disqualified person. Remain compliant when self-directing your IRA and avoid transactions with disqualified persons. Don’t know where to begin? Start by calling IRA Financial or fill out our form to speak with a specialist about Disqualified Persons.

Transaction Penalties

Prohibited Transaction Penalties

Penalties are severe. You can lose your tax-exempt status and your IRA will be subject to ordinary income tax. When you break the rules, you can receive a 15% penalty – at the minimum. Call to earn more about Self-Directed IRA rules, including checkbook IRA rules.

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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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