Which solution works for you?
Never step foot in a bank
Our 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.with
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.
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.
How we’re different
Our tax and ERISA experts have helped over 21,000 clients invest $4.6 billion in alternative assets.
Our founder, Adam Bergman, was a tax lawyer and is the author of 8 books on self-directed retirement plans.
In addition to tons of online resources, IRA Financial gives clients access to experienced specialists dedicated to your peace of mind.
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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
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!