Establishing a self-directed retirement plan is quick, easy, and secure.
We can handle the process by phone, email, fax, or regular mail. To get started, call us at 1-800-472-0646. Our expert ERISA and tax professionals are on-site, which greatly reduces the set-up time and cost. You’ll be promptly assigned to one of them and they’ll help you get your self-directed retirement structure started.
For those who are not self-employed and are interested in making traditional or alternative asset investments (e.g., real estate, cryptocurrencies).
For those who are self-employed or own a small business with no employees and are interested in making traditional or alternative investments (e.g., real estate, cryptocurrencies).
For those who are interested in using retirement savings to start or fund a business that they or a family member wish to be actively involved in.
You can fund a self-directed retirement plan via a contribution, transfer, or rollover. In general, you can move assets (money or property) from other retirement accounts (including traditional IRAs) to a self-directed IRA, tax free. Your assigned self-directed IRA specialist will help you transfer or roll over your funds to your new self-directed retirement account.
Using a self-directed retirement plan established with IRA Financial Group is quick and easy. We take care of everything for you and make sure you always have access to one of our in-house specialists. In just a few days, you will have checkbook control over your retirement funds so you can make investments, including real estate, tax liens, precious metals, cryptocurrencies, and much more tax-free by simply writing a check or sending a wire.
Don’t know which plan you qualify for? Have questions about a transaction? Our tax professionals will get back to you ASAP.