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What is IRA Financial up to?

Check out the conferences and events we’re attending, along with upcoming YouTube Live broadcasts and other webinars.

5 Reasons Why EVERY Small Business Should Have a Solo 401(k)

IRA Financial’s founder Adam Bergman breaks down the top five reasons why EVERY small business should have a solo 401(k).

Watch the Replay!

Breaking News: IRS Extends RMD Relief Through 2024

Are you a small business owner, freelancer, or self-employed professional looking to secure your retirement? Tune in to our live session where we’ll delve into everything you need to know about funding your Solo 401(k)!

Suggest a topic: Email us at [email protected] to suggest a topic for discussion for our next YouTube Live event.

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Nothing coming up yet. Stay tuned for more events!

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PIE Logo

September 8-9, 2023

Passive Investors Event

IRA Financial was honored to be a part of this year’s PIE conference in Hurst, TX. Founder, Adam Bergman, and CEO of IRA Financial Technologies, Ken Gendrich, were speakers at the event. Check out the highlights:

September 12-15, 2023

Realtor Convention
of the Dakotas

Members of the IRA Financial Trust team had a booth at the Realtor Convention of the Dakotas, which was held in Sioux Falls, SD.

Casper Dabek, Account Executive
Gavin Terhark, Account Executive
sd real estate convention