Trust is Our Name
IRA Financial is a regulated self-directed Retirement Trust Company. Our Trust company’s focus on compliance and security is based on three principles:
FDIC protection of cash up to $250,000 through Capital One
A Name You Can Trust
As a non-fiduciary trust company, IRA Financial Trust must meet the capitalization, compliance, anti-money laundering, consumer protection, and cybersecurity requirements set forth by the South Dakota Division of Banking, and protect the interests of our customers first and foremost.
Expertise You Can Trust
IRA Financial was founded by Adam Bergman, a tax attorney and author of 8 books on self-directed retirement plans. Adam is one of the most recognized voices in the self-directed retirement industry.