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IRA Financial Group

Self-directed retirement account provider with checkbook control. Founded 2010 by tax attorney Adam Bergman. Enables futures/options trading via external brokers (Fidelity, Schwab, E*TRADE). Solo 401(k) at flat $360/year. 24,000+ clients, $4B+ in assets.

Reputation & Trust

1,726 reviews
27000Users

Overview

Pricing Model
subscription
Price Range
$495 - $495 / year

Products & Services

Self-Directed IRA

tax_legal

Self-directed retirement account for investing in alternative assets with custodian support

$495 / year
  • Invest in real estate, crypto, precious metals, private equity
  • No transaction or asset value fees
  • $0 setup fee
  • IRS-compliant structures
  • In-house tax professionals
Learn more

Checkbook IRA

tax_legal

Self-directed IRA with checkbook control via an LLC for direct investment decisions

$495 / year
  • Checkbook control via LLC
  • No custodian approval needed per transaction
  • Full investment flexibility
Learn more

Solo 401(k)

tax_legal

Tax-advantaged retirement plan for self-employed individuals and small business owners

$495 / year
  • Higher contribution limits than IRA
  • Roth option available
  • Checkbook control
  • Alternative asset investing
  • Mega Backdoor Roth option
Learn more

IRAfi Crypto

tax_legal

Secure cryptocurrency retirement investing platform integrated with self-directed IRA

$495 / year
  • Bitcoin, Ethereum, and more
  • Tax-advantaged crypto investing
  • Secure platform
  • Retirement account integration
Learn more

Company Information

Legal Name
IRA Financial Group LLC
Headquarters
Sioux Falls, South Dakota, United States
Team Size
50
Primary Timezone
America/Chicago

Founding

Founder
Adam Bergman
Background
Tax attorney with LL.M. in Taxation; worked at major law firms before founding IRA Financial in 2010; authored 9 books on self-directed retirement; 100+ media appearances

Competitive Analysis

Proposition: All-inclusive self-directed retirement accounts with flat pricing, checkbook control, and in-house tax expertise

Key Advantages
  • $0 setup fee
  • Flat $495/year with no transaction or asset fees
  • In-house tax and ERISA professionals
  • Mobile app
  • Checkbook control option

Related Forum Discussions

Futures Trading w Self-Directed IRAs suggested by Fi
12 replies
Taxes on Self-Directed IRA Margin suggested by Fi
2 replies

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