Do everything on our app
2. Roll over funds
You can perform a tax-free direct rollover or indirect rollover to a passive custodian like IRA Financial Trust.
Our tax and ERISA experts have helped over 23,000 clients invest $4.6 billion in alternative assets.
Our founder, Adam Bergman, is the author of eight books on self-directed retirement plans.
Our team of specialists will work with you to help you establish the right self-directed retirement account.
Our fees are simple and transparent.
What you can invest in
With a self-directed account, you can make almost any type of investment and generate tax-free gains.
Download our info kits to learn more about self-directed retirement
Robust, easy to read, and updated for 2022. This guide is your one-stop shop for all the most important questions about self-directed retirement.