Self-directing has never been easier
- Invest tax free in alternative assets.
- We open your self-directed bank account, handle all IRS reporting, and offer annual IRS compliance services.
- Better diversify your retirement investments.
- No account value fees or minimum balance (with credit card on file).
Get started in minutes
1. Open an account
Sign up in minutes with our app or call us at 800-472-0646 to speak to a specialist.
2. Transfer your funds
You can perform a tax-free rollover to a passive custodian like IRA Financial.
3. Invest
Invest in alternative assets like real estate, as well as traditional assets like stocks.
How We're Different
16,000+ Clients
Our tax and ERISA experts have helped over 16,000 clients invest $4.6 billion in alternative assets.
8 Books
Our founder, Adam Bergman, is the author of eight books on self-directed retirement plans.
Dedicated Support
Our team of specialists will work with you to help you establish the right self-directed retirement account.
Simple Pricing
Self-Directed IRA
checkbook controlled (LLC)
$999 one-time fee
$300 per year
- Checkbook Control means making investments is as simple as writing a check
- Invest in real estate and more tax free
- No minimum balance (with a credit card on file)
- Use a traditional, roth, SEP, or SIMPLE IRA to invest in almost anything
- Get our annual compliance service, included the first year and just $199 thereafter
- We handle all IRS reporting and administration
Self-Directed IRA
custodian controlled
$0 one-time fee
$300 per year
- One low flat annual fee
- No minimum balance (with a credit card on file)
- Invest in real estate and more tax free
- Use a traditional, roth, SEP, or SIMPLE IRA to invest in almost anything
- We handle all IRS reporting and administration
Solo 401(k)
for self-employed
- Best plan for self-employed individuals
- No minimum balance (with a credit card on file)
- Invest in real estate and more tax free
- No account fees
- Get checkbook control
- Save up to $63,500 and borrow up to $50,000 tax free
Self-Directed IRA
checkbook controlled
$999 one-time fee
$180 per year
- Checkbook Control means making investments is as simple as writing a check
- Invest in real estate and more tax free
- No minimum balance (with a credit card on file)
- Use a traditional, roth, SEP, or SIMPLE IRA to invest in almost anything
- Get our annual compliance service, included the first year and just $199 thereafter
- We handle all IRS reporting and administration
How We're Different
16,000+ Clients
Our tax and ERISA experts have helped over 16,000 clients invest $4.6 billion in alternative assets.
8 Books
Our founder, Adam Bergman, is the author of eight books on self-directed retirement plans.
Dedicated Support
Our team of specialists will work with you to help you establish the right self-directed retirement account.
Download our info kits to learn more about self-directed retirement
Robust, easy to read, and updated for 2020. This guide is your one-stop shop for all the most important questions about self-directed retirement.
A client on why he chose IRA Financial...
"I first tried working with [another provider]…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, 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."
R. Paul Drake
Portfolio strategy, dividend investing, REITs, closed-end funds
[email protected]
1-800-472-0646
IRA Financial Group
1691 Michigan Avenue, Suite 415
Miami Beach, FL 33139
© 2020 IRA Financial. All rights reserved.