TAX-DEFERRED OR TAX-FREE GROWTH
Who Is
IRA Financial?
IRA Financial is one of the nation's leading Self-Directed IRA providers, making it possible for investors like you to put your retirement funds to work in real estate, private equity, and beyond with full legal compliance and unmatched support.
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Founded by tax attorney Adam Bergman, a nationally recognized SDIRA expert
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Featured in Forbes, The Wall Street Journal, and major financial media
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Industry-leading technology platform for real-time account management
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Dedicated compliance team ensuring every investment meets IRS guidelines
2010
Founded & Trusted Since
Why We Chose to
Partner with IRA Financial IRA Financial
When I started looking for a Retirement partner for my clients, I didn't just want any provider. I needed one that understood real estate, had a clean compliance track record, and could actually support first-time investors through the process without leaving them confused at every turn.
IRA Financial checked every box on my diagnostic checklist. Their platform gives my clients checkbook control, meaning no waiting weeks for a custodian to release funds when a deal is on the table. In real estate, timing is everything, and your retirement strategy should move as fast as your investment opportunities do.
This is the financial prescription your retirement has been waiting for.
— Candace, Founder of The Income Care Unit™
What Makes this Partnership
Different
Checkbook Control
Your IRA LLC has its own bank account, so you can write a check or wire funds directly to close a real estate deal, no custodian bottleneck, no delays when timing matters most.
Legal & Compliant
IRA Financial was founded by tax attorneys. Every structure is designed to keep your investments IRS-compliant so you can invest confidently without fear of prohibited transactions.
Modern Platform
Manage your SDIRA from your phone. Real-time balances, document uploads, and investment tracking built for investors who want full visibility without calling a 1-800 number.
Real Estate Ready
Whether you're buying your first rental, investing in syndications, or holding a mortgage note, IRA Financial supports every real estate investment structure rentalpreneurs use.
Fast Setup
Get your Self-Directed IRA LLC established in as few as 10 days. For clients who find a deal, speed to funding is everything and this structure delivers.
ICU-Backed Guidance
You don't navigate this alone. For retainer clients, I work alongside IRA Financial to ensure your SDIRA strategy aligns with your full financial health plan.
What Is a Self-Directed IRA
and How Does It Work?
A Self-Directed IRA (SDIRA) is a retirement account that gives you the power to invest beyond the stock market; including in real estate, rental properties, private notes, and more. Think of it as upgrading your retirement from a general practitioner to a specialist who knows exactly what your financial future needs.
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Open Your SDIRA with IRA Financial Choose a Traditional SDIRA (tax-deferred) or a Roth SDIRA (tax-free growth). Roll over funds from your existing 401(k), IRA, or other retirement accounts with no tax penalty.
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Form Your IRA LLC for Checkbook Control IRA Financial sets up your IRA-owned LLC with its own bank account, giving you direct access to funds. No waiting for custodian approval your IRA moves when the deal says move.
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Identify & Fund Your Real Estate Investment Find your rental property, short-term rental, or multi-family. Your SDIRA LLC purchases the property, meaning all income and appreciation flow back into your retirement account, tax-advantaged.
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Watch Your Retirement Grow Tax-Free Rental income, appreciation, and equity all accumulate inside your IRA. With a Roth SDIRA, qualified distributions in retirement are completely tax-free.
Tax-Deferred or Tax-Free Growth
Traditional SDIRA defers taxes until withdrawal; Roth SDIRA grows completely tax-free.
Invest in Real Estate You Understand
Use what you know real estate, to build retirement wealth instead of relying solely on market volatility.
Checkbook Control = Speed
No middleman delays. Your IRA LLC bank account lets you move on deals in real time.
Diversify Beyond Wall Street
Real estate, private lending, notes, and more, your retirement doesn't have to live and die by the stock market.
Asset Protection Benefits
IRA LLC structures can offer a layer of liability protection for your retirement investments.
Catch the Full LIVE Session
with IRA Financial
I sat down live with one of IRA Financial's advisors to break down exactly how rentalpreneurs can start using their retirement funds to invest in real estate, no jargon, just real answers.
ICU x IRA Financial SDIRA for Rentalpreneurs
Hosted by Candace, The Income Care Unit™ Featured: IRA Financial Advisor
"Your retirement account is one of the most powerful financial tools you own and most people are leaving it on life support inside a mutual fund. Let's change the diagnosis."
Candace
Founder, The Income Care Unit™
Rentalpreneur Financial Consultant
Ready to Put Your
Retirement to Work?
Getting started with a Self-Directed IRA through IRA Financial is simpler than you think — and I'll be right there alongside you to make sure it fits your complete financial health strategy.
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Schedule a free financial health assessment with ICU
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Get connected with IRA Financial through our partnership link
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Open your SDIRA and establish checkbook control
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Identify your first (or next) rental property to fund
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Watch your retirement and your real estate portfolio grow together