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Start controlling your investments with a Self-Directed IRA

Invest in alternative assets and traditional assets, form an LLC and have full control over your investments, and establish any type of IRA, including Roth.

888-472-0649

Ready to get started? Have questions? Call us or fill out the form and a tax specialist will get in touch!

Diversify your retirement

With a Self-Directed IRA, you can make alternative investments like real estate and cryptocurrency, but you still have the option of investing in equities like stocks and bonds.

Pay no fees

When you establish a Self-Directed LLC with Checkbook Control, your IRA owns the LLC, but you become manager. You don’t pay custodian fees or wait for consent on your investments. Every decisions is yours.

ROBS 401K

Get started in minutes

We make it easy to establish your Self-Directed IRA. As a leading provider of self-directed accounts, we help you transfer your funds to the LLC and offer free tax consultations on UBTI/UDFI tax rules.

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.

Get checkbook control

Establishing a checkbook control IRA is simple and fast. Form an LLC to open a checking account, then transfer your retirement funds to your new Self-Directed IRA checking account. You’re the manager!

Choose investments!

Our Self-Directed IRA gives you the tax advantages of a traditional IRA and the ability to establish a Roth IRA to generate tax-free gains. We offer lower fees and expert knowledge of the rules so you can self-direct confidently.

The IRA Financial Difference

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.

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.

We help you keep your IRA compliant

What are prohibited transactions?

Learn what qualifies as a prohibited transaction before you make investments with your IRA. If you don’t follow the IRS rules, your investments may lead to high taxes or the disqualification of your IRA. Fill out our form to speak to a Self-Directed IRA specialist to learn more.

Who is a disqualified person?

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 by learning who and what the IRS considers a disqualified person. Call us today to learn more.

888-472-0649

Ready to get started? Have questions? Call us or fill out the form and a tax specialist will get in touch!

Why Choose IRA Financial

Retain Employees

Experience You Need

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

Retain Key Employees

A Team You Can Trust

Our tax and ERISA professionals have helped over 12,000 clients invest $3 billion in alternative assets.

Compare to Traditional IRA

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.


self-directed retirement plans by IRA Financial Group
“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.”

CNN money
“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.’”

USA today
“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.”

12k+ Customers Love IRA Financial

“My wife and I have decided to take control of our own IRAs. Using IRA Financial Group has been very simple. Our account manager is very accessible and responsive. The service received compared to the price paid is very good.”
William Davis, Oregon

“I am extremely pleased with the service and professionalism provided by the IRA Financial Group. I don’t think you can find a better firm to handled Self Directed IRA accounts. Keep up the great work and I will always do business with you.”
Owen Stewart, Texas

“IRA Financial Group was invaluable in setting up my account. They explained all of the details involved with the process and made the entire evolution simple and efficient. If someone is considering a self-directed IRA, IRA Financial Group is the clear choice.”
Michael Janas, Utah

Get a Free Consultation With a Tax Specialist!

Contact IRA Financial at 1-888-472-0649 to learn more, or fill out the form below to speak with a specialist.

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