IRA Financial Group

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The IRA Financial Difference

Experience You Need

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

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.

Self-Directed IRA Rules

Direct Prohibited Transactions

This is a transaction between a disqualified person and his/her retirement account.

Self-Dealing IRA Prohibited Transactions

Again, this transaction involves a situation where an individual uses his or her IRA income or assets for personal gains.

Conflict-of-Interest Prohibited Transactions

This IRA prohibited transaction involves a disqualified person who is also a fiduciary and is connected to a transaction that involves the income or assets of the individual’s IRA.

Prohibited Transactions

A Prohibited Transaction are specific transactions that the IRS will not allow you to make with your qualified IRA. A prohibited transaction can involve investments, such as collectibles, or it can also involve an act between your plan and a disqualified person, such as renting out property to a family member.

Disqualified Persons

Most Prohibited Transactions involve an act between your qualified plan and a disqualified person. You can remain compliant when self-directing your IRA and learn who/what is considered a disqualified person. Always avoid transactions with disqualified persons, as it may lead to tax consequences.

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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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