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).
![IRA Financial App Get Started - LP 1 Industry Leading App](https://www.irafinancialgroup.com/wp-content/uploads/2022/10/header-home-6163.png)
![IRA Financial App Get Started - LP 2 IRA Financial Video](https://www.irafinancialgroup.com/wp-content/uploads/2022/10/how-were-different-video-anchor-optm.jpeg)
Do everything on our app
1. Open an account
Sign up in minutes with our app and open a Self-Directed IRA account or call us at 800-472-0646.
2. Roll over funds
You can perform a tax-free direct rollover or indirect rollover to a passive custodian like IRA Financial Trust.
3. Invest
Invest in alternative assets like real estate, as well as traditional assets like stocks.
![IRA Financial App Get Started - LP 3 Our Fees](https://www.irafinancialgroup.com/wp-content/uploads/2022/10/fees-featured.jpg)
![IRA Financial App Get Started - LP 4 Experienced Self-Directed Retirement Providers](https://www.irafinancialgroup.com/wp-content/uploads/2022/10/icon-experience.webp)
24,000+ Clients
Our tax and ERISA experts have helped over invest $3.2 billion in alternative assets.
![IRA Financial App Get Started - LP 5 Great Ratings](https://www.irafinancialgroup.com/wp-content/uploads/2022/10/prestige.png)
8 Books
Our founder, Adam Bergman, is the author of eight books on self-directed retirement plans.
![IRA Financial App Get Started - LP 6 Dedicated Support](https://www.irafinancialgroup.com/wp-content/uploads/2022/10/dedicated-support.png)
Dedicated Support
Our team of specialists will work with you to help you establish the right self-directed retirement account.
Our fees
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.
![IRA Financial App Get Started - LP 7 SDIRA Info Kit 2023](https://www.irafinancialgroup.com/wp-content/uploads/2023/07/SDIRA-Info-Kit-2023-768x793.png)
Download our info kits to learn more about self-directed retirement
Robust, easy to read, and updated for 2024. This guide is your one-stop shop for all the most important questions about self-directed retirement.