SAVING FOR RETIREMENT IS ONE THING...

...but growing your future funds through investment can be confusing and even scary. The Checkbook IRA empowers you to take control of your retirement funds and unlock a world of investment opportunities by building retirement wealth through traditional and alternative asset investments, such as real estate.




Checkbook IRA

Adam Bergman is a senior tax partner with the IRA Financial Group, LLC, the markets leading provider of Self-Directed IRA LLC and Solo 401(k) plans.

Adam Bergman

As a tax attorney with not much familiarity with the “Checkbook Control” Self-Directed IRA, I found this book extremely helpful and insightful. I would recommend the book to anyone looking to learn more about the Checkbook IRA.

- Scott Krokoff, Esq.

I have been thinking about establishing a Checkbook IRA for some time, but never went ahead with it because I was unable to find a resource that explained the structure and all the IRS rules in detail. That all changed after reading the Checkbook IRA. It really helped me feel comfortable about using a Checkbook IRA LLC to buy real estate.

- Paul Stevens