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Self-directing has never been easier

The smart way to invest your IRA or 401(k) in alternative assets.

IRA Financial App

3 great self-directed solutions

Invest in a wider range of investments, including real estate, tax free for a flat fee with a checkbook-controlled (LLC) or custodian-controlled structure.

Learn More  |  Watch Video  |  See Pricing

Self-Directed Solutions

3 great self-directed solutions

Invest in a wider range of investments, including real estate, tax free for a flat fee with a checkbook-controlled (LLC) or custodian-controlled structure.

Learn More  |  Watch Video  |  See Pricing

Self-Directed Solutions

Get up to $200 cash back when you open an account!

Get $200 back into your account when you establish a Self-Directed IRA LLC, Solo 401(k), or ROBS Solution and $50 back into your account when you establish a Self-Directed IRA. Use it to invest in Bitcoin and more!

Which solution works for you?

You get total control
Self-Directed IRA LLC

We do everything
Self-Directed IRA

Self-employed
Solo 401(k)

Invest in a business
ROBS Solution

We make investing in alternative assets easy

Real Estate | Learn more

Cryptocurrency
We’ve partnered with Gemini to make your experience seamless |
Learn more

Investment Funds | Learn more

Never step foot in a bank

Our relationship with Capital One ensures we can open your account with no wiring fees or minimum balance requirement. No need to sign paperwork or go to a bank—we take care of everything.

How IRA Financial Works

IRA Financial is simplifying how you invest your retirement funds in alternative assets. Open an account on our app and start investing for a simple, flat fee.

How IRA Financial Works

Do everything on our app

Open your account, roll over your funds, and start investing all from the palm of your hand.

Control your investments

Our self-directed solutions let you start investing in assets you know and understand quickly and easily.

Pay a flat fee

No hidden fees, minimum investment amount, or balance requirement.

IRA Financial App

How we’re different

Experience

Our tax and ERISA experts have helped over 21,000 clients invest $4.6 billion in alternative assets.

Prestige

Our founder, Adam Bergman, was a tax lawyer and is the author of 8 books on self-directed retirement plans.

Dedicated Support

In addition to tons of online resources, IRA Financial gives clients access to experienced specialists dedicated to your peace of mind.

Join the self-directed retirement nation

    Trusted expertise dedicated to education

    Subscribe to stay updated on everything self-directed retirement, and how your investments are affected by current events and changes in the law.

    Seeking Alpha Logo

    A client explains why he chose IRA Financial!

    “I first tried working with [another provider]…When I proceeded to my due diligence, I was so disappointed by multiple aspects of the trust company documents that I backed out of the entire transaction…I then turned to IRA Financial.

    Having been burned once, I snooped around to identify the trust company (IRA Financial Trust), found their “forms” webpage, and reviewed all the relevant forms before proceeding. Overall, the application process with IRA Financial was not too painful. Even better, they did signatures via DocuSign and in the process presented all the relevant documentation including information about fees and minimum account balance requirements.” Read Article →

    R. Paul Drake
    Portfolio strategy, dividend investing, REITs, closed-end funds

    IRA Financial in the News

    In the News

    Did You Know?

    A self-directed retirement plan can be checkbook controlled (LLC) or custodian controlled. With IRA Financial Group, the LLC option will give you the most control over your funds, but both offer freedom and allow traditional and alternative investments. Contact us today to learn more!