IRA Financial Group

Call us today at 888-472-0649

The Ultimate Self-Directed IRA Services

Choose the very best Self-Directed IRA Services. At IRA Financial, we deliver expert solutions to fit your exact needs. With your Self-Directed IRA, you’ll receive:

  • Assistance with the transfer of retirement funds
  • Assistance in completing documents to transfer funds to the LLC
  • Free tax consultation on UBTI and UDFI rules
  • Free tax consultation with an in-house tax and ERISA specialist
  • One low flat fee, no transaction fees.

The IRA Financial Difference


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.

IRA Financial’s Full Service Custom Retirement Solutions

Our one time low fee includes the following services:

  • Acquisition of LLC Tax Identification Number
  • Establishment of account with IRS Approved Custodian
  • Establishment of a Self-Directed IRA “Checkbook Control” plan
  • Generating special purpose Operating Agreement
  • Generating special purpose Subscription Agreement
  • Assistance with the transfer of funds to an FDIC-insured IRA Custodian
  • Free tax consultation on the UBTI and UDFI rules
  • Acquisition of LLC Tax Identification Number
  • Assistance in the establishment of business bank account
  • Memorandum on the Self-Directed IRA LLC Structure
  • Free tax consultation with CPA on Self-Directed IRA LLC tax reporting guidelines
  • Free consultation with in-house tax professional on the Self-Directed IRA LLC structure and prohibited transaction rules
  • Guaranteed IRS audit Protection regarding the legality of the Self-Directed IRA structure
  • Assistance in completion of documents to transfer funds to LLC

What Our Self-Directed IRA Offers

Earn A Salary

Limited Liability

Your IRA will benefit from the limited liability protection afforded by an LLC. All your IRA assets held outside the LLC will be shielded from attack.

Better Security

Strong Creditor Protection

IRA will generally be protected for up to $1 million in the case of personal bankruptcy. In addition, most states will shield an IRA from creditors’ attack against the IRA holder outside of bankruptcy.

Lower Fees

Speed & Lower Fees

When you find an investment that you want to make with your IRA funds, simply write a check or wire the funds straight from your IRA LLC bank account. This allows you to eliminate the delays associated with a custodian controlled IRA.

Quick Access to Funds

Checkbook Control

With our checkbook control plan, you’ll be able to make IRA investments without having them approved by a custodian. Every decision is truly yours and may be carried out by simply writing a check or executing a wire transfer.

Retain Employees

Tax Advantages

This plan gives you all the tax advantages of a traditional IRA, as well as tax deferral or tax-free gains in the case of a Roth IRA. All income and gains generated by your IRA investment will flow back to your IRA tax free.

Purchase New Business

Invest In What You Know

With this plan, you can make almost any type of investment, including real estate, private business entities, tax liens, precious metals, cryptocurrencies, private businesses, and more tax-free. Diversify and better protect your retirement portfolio.

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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.”


Choose IRA Financial | Don’t know which plan you qualify for? Have questions about a transaction? Our tax professionals are here to help and will get back to you ASAP.

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