IRA Financial Group

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Take Control of your Investments – Choose a Self-Directed IRA

Discover the advantages of a Self-Directed IRA.

  • Invest in alternative assets and traditional assets
  • Form an LLC and have full control over your investments
  • Works with all types of IRAs, including Roth IRA
  • Establish your Checkbook Control LLC with IRA Financial Today

The IRA Financial Difference

Self-Directed IRA clients by IRA financial group

12,000+ clients

IRA Financial Group’s tax and ERISA specialists have helped over 12,000 clients self-direct their IRA and invest over $3 billion in alternative assets.

7 books

Founder of IRA Financial Group and former tax and ERISA attorney, Adam Bergman has published seven books on Self-Directed IRAs.

Self-Directed IRA 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.

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 IRAs

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 and bonds. With “checkbook control”, you have complete control of your IRA.

Self-Directed LLC

You gain “checkbook control” when you establish a Self-Directed LLC. Your IRA owns the LLC (limited liability company) but you become manager. With checkbook control, you pay no custodian fees or wait for custodian consent on investment decisions. All investment decisions are truly yours. .

Open a Self-Directed Account

Find a company that allows you to self-direct your retirement funds. IRA Financial is a leading provider of Self-Directed IRAs. We will establish your Self-Directed Retirement Account, assist in transferring funds to the LLC and offer a free tax consultation on UBTI and UDFI tax rules. We make the process simple.

Prohibited Transactions

Learn what a Prohibited Transactions mean before you make Self-Directed IRA investments. If you don’t follow the prohibited transaction rules created by the IRS, this can lead to high taxes or disqualification of your IRA. Don’t let this happen to you. Fill out our form to speak to a Self-Directed IRA specialist.

Disqualified Persons

Most prohibited transactions involve transactions with a disqualified person. You, the IRA owner, are considered a Disqualified Person, along with your immediate family. You can remain compliant when self-directing your IRA by learning who/what the IRS considers a disqualified person. Call us today to learn more.

It’s Easy to Open and IRA With IRA Financial

Open an Account

IRA Financial takes care of everything. We can handle the entire process by phone, email, fax or mail. You gain direct access to our in-house tax and ERISA specialists to reduce set-up time and cost.

Checkbook Control Format

The format to establish a checkbook control IRA is fast and simple. Establish an LLC to open a checking account. Your retirement funds are transferred to your new Self-Directed IRA account. You create a bank account for your LLC, which you manage.

IRA Financial Difference

Our Self-Directed IRA gives you the same tax advantages of a traditional IRA and the ability to establish a Roth IRA to generate tax-free gains. At IRA Financial, we offer lower fees and a process that’s fast and simple so you can Self-Direct your IRA efficiently.

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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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