What is IRA Financial Group?
IRA Financial Group is a forward-thinking retirement services company that offers individuals the flexibility to invest in a diverse selection of alternative assets for their Individual Retirement Account (IRA). Established in 2010 by a team of tax attorneys, including Adam Bergman, the company sets itself apart with its wide range of investment options.
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The team of specialists at IRA Financial Group is highly knowledgeable in IRS regulations. They prioritize strict adherence to guidelines to provide you with maximum security and peace of mind.
In addition, IRA Financial Group has a strong online presence, including a YouTube channel and blog that provides educational content on retirement investments.
People Behind IRA Financial Group:
Adam Bergman (Founder & CEO)
Meet Mr. Adam Bergman, the brilliant mind behind our company. As the Founder and CEO, he has played a pivotal role in our success.
Adam Bergman has made a name for himself in the self-directed retirement plan industry as the founder and CEO of IRA Financial Group and IRA Financial Trust. IRA Financial Group is a trusted custodian and industry-leading financial technology company that specializes in self-directed retirement plans.
IRA Financial Group has become the market’s fastest-growing provider of self-directed retirement plans, helping more than 17,000 clients regain control over their retirement funds. These clients have invested a substantial amount of their retirement funds into alternative assets, totaling over $4.6 billion.
Aside from his position as CEO, Adam Bergman also owns two prominent pension administration firms. He has an impressive track record as an author, with seven books under his belt, all focused on self-directed retirement plans. His expertise in the self-directed retirement market has made him a highly respected and influential figure. Bergman is a regular contributor to Forbes.com and is a member of the Forbes Finance Council.
Bergman’s extensive knowledge and experience have attracted significant media coverage. He has been interviewed on CBS News and his insights have been quoted in over 130 major news publications, such as Businessweek, CNN Money, Forbes, Bloomberg, USA Today, and American Lawyer. His expertise primarily revolves around retirement tax planning.
Prior to establishing IRA Financial Group, Adam Bergman gained valuable experience as a tax and ERISA attorney at renowned corporate law firms such as White & Case LLP, Dewey LeBoeuf LLP, and Thelen LLP. He successfully completed his B.A. He graduated with distinction from McGill University, earned his law degree cum laude from Syracuse University College of Law, and obtained a Master of Taxation (LL.M.) from New York University School of Law. Bergman is a member of the Tax Division of both the American Bar Association and the New York State Bar Association.
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IRA Financial Group Products:
Here are a few investment options offered by IRA Financial Group:
Real Estate Investments:
Investing in real estate properties, such as residential, commercial, or rental properties, is possible with your self-directed account. By exploring the possibilities of the real estate market, you have the opportunity to generate rental income or experience capital appreciation.
Crypto Investments:
You can invest in cryptocurrencies like Bitcoin, Ethereum, or Litecoin with IRA Financial Group. Investing in cryptocurrencies for your retirement portfolio allows you to tap into the potential growth of this cutting-edge asset class.
Precious Metals Investments:
Alternatively, you can consider diversifying your portfolio with precious metals such as gold, silver, platinum, or palladium. These assets can help protect against inflation and market fluctuations.
How to Open a Gold IRA with IRA Financial Group?
If you’re considering investing in a precious metals IRA with IRA Financial Group, here are the general steps you’ll need to follow:
- First, you’d need to get in touch with IRA Financial Group. They will help you receive expert guidance on selecting an IRA custodian and obtaining the required paperwork.
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- After choosing your preferred custodian, you can easily transfer your funds to your new IRA account. Working with an IRA Financial Group representative, you have the option to transfer or rollover funds into the new account.
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- There are several options available for your IRA investment, including gold, silver, platinum, or palladium. It’s crucial to seek guidance from IRA Financial Group regarding the restrictions on fineness requirements and allowable coin types.
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- Once the funds are available in your IRA account, you have the option to contact them and place an order for the precious metals you desire.
IRA Financial Group Fees:
IRA Financial Group provides various pricing options for their self-directed retirement account solutions.
For a Self-Directed IRA, there is an annual fee of $400. With this account, you can make your own investment decisions and expand your portfolio by investing in various assets including stocks, bonds, real estate, and alternative investments.
If you choose a Self-Directed IRA LLC, you have two pricing options to consider. There is a one-time fee of $999 for the initial setup of the LLC structure for your IRA. For the second option, there is an annual fee of $400 that covers the ongoing administration and maintenance of the LLC structure.
When it comes to a 401(k) plan, IRA Financial Group requires a one-time setup fee of $999. This fee includes the setup of a self-directed solo 401(k) plan, specifically tailored for self-employed individuals or small business owners. Furthermore, there is an annual maintenance fee of $399 to account for the ongoing administration of the plan.
A unique feature is their ROBS Solution. It is a perfect option for entrepreneurs seeking to finance their new business venture by utilizing their retirement funds. IRA Financial Group provides two pricing options for the ROBS Solution. There is a one-time fee of $3,500 for the initial setup and implementation of the ROBS structure. For ongoing support and maintenance of the ROBS structure, there is a monthly fee of $100 for the second option.
IRA Financial Group Reviews and Ratings on Other Platforms:
Google Reviews:
According to customer reviews, the business has an impressive rating of 4.6 stars out of 5 on Google. There is a total of 217 customer reviews on Google, and the majority of them are filled with praise. Customers have been raving about the company’s top-notch customer service, professionalism, and impressive expertise.
Better Business Bureau (BBB):
According to the Better Business Bureau website, the company has received an A+ rating and a 1.67-star rating out of 5 based on a limited number of customer reviews. There is a range of reviews, some positive and some negative. They have accumulated 13 years of experience in the industry. This business has received four complaints. They have also received BBB accreditation.
Trustpilot:
According to customer reviews on the Trustpilot website, the company has received a rating of 4.2 stars out of 5. There are 117 customer reviews on the website, and the majority of them are positive. Customers have expressed their high appreciation for the company’s exceptional customer service, professionalism, and expertise.
IRA Financial Group Review: Conclusion
IRA Financial Group is a reputable company that offers services pertaining to self-directed retirement accounts. They have been providing their services since 2010 and offer a range of retirement account options, including self-directed IRAs, solo 401(k) plans, and ROBS solutions.
