IRA Financial Group

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Self-Directed IRA Real Estate

The Internal Revenue Service (“IRS”) permits retirement accounts, such as an IRA, to invest in real estate and other alternative types of investments. As a matter of fact, IRS rules permit one to invest retirement funds in almost any type of investment, aside generally from any investment involving a disqualified person, collectibles, and life insurance, in the case of an IRA.

The IRA Financial Difference

Experience You Need

IRA Financial Group has over a decade of experience helping investors self-direct their retirement accounts.

Dedication You Want

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.

IRA Financial Group self-directed ira real estate clients

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.

self-directed ira real estate forbes articles by ira financial group

Forbes

Find IRA Financial Group on Forbes! Adam Bergman is a frequent contributor to Forbes.com and an official member of the Forbes Financial Council.

Types of Real Estate Investments You Can Make with A Self-Directed IRA LLC

Residential or commercial real estate

Foreclosure Property

Foreclosure property

Mortgage pools

Vacation Homes

Vacation homes

Raw Land

Raw land

Tax liens

Rental units

Domestic Real Estate

Domestic Real Estate

Condos or Co Ops

Condos or Co-Ops

What Our Customers Have To Say

Having previously established a Solo 401(k) plan with another provider, we found that provider was not responsive in a timely manner, nor helpful in providing advice regarding alternative investments such as real estate allowed within the plan. We looked at other providers to maintain our Solo 401(k) and found the IRA Financial Group. From our initial phone call to answer specific questions, the development of our Solo 401(k) plan documents, the formation of an LLC owned by the Solo 401(k) and ongoing consultations with Adam Bergman, we have found the IRA Financial Group to be exceptional in terms of responsiveness and the quality and thoroughness of both Solo 401(k) plan and LLC documents. Phone calls and email are returned the same day. We further appreciate that IRA Financial Group is staffed with knowledgeable attorneys and CPAs with expertise in retirement plans. We highly recommend Adam Bergman and his team.”

– John and Jan Quigley

“Adam and his team did a fantastic job from the very beginning. It took me a month, and many hours, to vet the self-directed checkbook control real estate IRA structure, including vetting six different IRA facilitators. I was very nervous at times through the entire vetting process as my wife and I were about to move all of our IRA funds from the Wall Street dysfunction to rental real estate. The other facilitators were either pushy sales types, didn’t respond to questions, or were clearly incompetent. Adam was none of these things.

 

I am a retired CPA and have worked with a number of tax attorneys in my career and Adam is right up there at the top in competency and ethics. He also was always very prompt in answering my questions and never made me feel like I was bothering him – and I had a lot of questions. He even responded to emails I sent at night and Sundays on those same days!

– Ken Ward

“This is just a short note to let you know how pleased I’ve been with the financial results I’ve gotten using the self-directed IRA LLC that you helped me set up seven years ago. My first investment was a hard-money loan to a colleague of mine who was short on cash but had equity in a commercial building that he owned. Using my self-directed IRA LLC, I loaned him a couple of hundred thousand dollars at 8.8% interest, secured by a first-position mortgage on his building which was worth roughly twice that amount. Over the course of the five years that I held the note, I earned approximately $85,000 in interest payments. After he paid off the loan, I subsequently invested part of this money into a couple of real estate syndicates which own cash-flowing properties in Alabama and Ohio; these yield about 10-12% annually, with upside potential when they are sold. I have also made another hard-money loan (again, secured by equity in real estate) to another colleague of mine which pays 12% annual interest. By using my self-directed IRA LLC, I have grown my retirement portfolio dramatically in the last seven years, legally deferring taxes along the way (which is a beautiful thing!) Thanks again for the guidance that you and IRA Financial Group have provided me through the years.”

– John Potochnik

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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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