Discover the Benefits of Self-Directed Retirement Plans

Self-Directed Retirement Plans give you the flexibility of investing in both traditional and nontraditional assets. This creates retirement portfolio diversity so your retirement funds are better protected. Start investing in:

  • Real Estate
  • Cryptocurrency
  • Precious Metals
  • Tax Liens
  • Traditional Investments

The IRA Financial Difference


IRA Financial Group’s tax and ERISA specialists have helped more than 16,000 clients self-direct their IRA and invest $4.6 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.

How You Can Benefit From A Self-Directed IRA Plan

Quick Access to Funds

Checkbook Control

Self-Directed Retirement plans with checkbook control put you in the driver’s seat. You no longer have to wait for custodian approval to make investments. Checkbook control is the truest Self-Directed IRA. Take control of your investments today. Speak with a specialist at IRA Financial to learn more.

Grow Your Business

Confident Investments

Compare Self-Directed Retirement Plans with a Traditional IRA – you receive all the tax advantages of a traditional, with the flexibility to make alternative investments. Start making investments you’re confident in, like real-estate, precious metals and tax liens and still invest in equities.

Better Protection

Better Protection

Self-Directed Retirement plans offer better protection because you invest in various industries and assets. This will maximize your return and minimize risk. Our specialists will help you make the best decisions to vary your IRA investments.

Lower Fees

No Transaction Fees

When you choose Self-Directed Retirement Plans with checkbook control, you don’t have to pay high custodian fees. At IRA Financial, you pay a one-time establishment fee for your Self-Directed IRA LLC. Afterwards, you pay a low yearly custodian fee for your IRA.

Easy Administration


Most Americans have an enormous amount of financial exposure to the financial markets. In fact, over 90% of retirement assets are invested in the financial markets. Investing in non-traditional assets, such as real estate, offers a form of investment diversification from the equity markets.


Invest in Something You Understand

Many Americans are still somewhat shell-shocked from the market swings. They are not 100% sure what goes on in Wall Street and how it all works. Real estate, for comparison, is often a more comfortable investment for the lower and middle classes because they grew up exposed to it. Whereas the upper class are more familiar with Wall Street and other securities.

Retain Employees

Inflation Protection

Rising food and energy prices, along with high federal debt levels and low interest rates, have recently fueled new inflationary fears. As a result, some investors may look for ways to protect their portfolios from the ravages of inflation.

Finance A New Business

Hard Assets

Many non-traditional assets, such as real estate and precious metals are tangible hard assets that you can see and touch. With real estate, for example, you can drive by with your family, point out the window, and say “I own that”.

Transaction Penalties

Tax Deferral

t you put off paying tax. The most common types of tax-deferred investments include those in IRAs or Qualified Retirement Plans. Tax-deferral means that all income, gains, and earnings accumulates tax-free until the investor or IRA owner withdraws the funds and takes possession of them.

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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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