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Custodian Controlled

Self-Directed IRA

  • Invest tax free in alternative assets.
  • We handle all IRS reporting.
  • Better diversify your retirement investments.
  • No account value fees or minimum balance (with credit card on file).

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Start directing your retirement today.

For the best mobile experience, download our app to your phone.

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How the structure works

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Get started in minutes

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1. Open an account

Sign up in minutes with our app or call us at 800-472-0646 to speak to a specialist.

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2. Transfer your funds

You can perform a tax-free rollover to a passive custodian like IRA Financial.

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3. Invest

Invest in alternative assets like real estate, as well as traditional assets like stocks.

Self-Directed IRA Checkbook Controlled

Self-Directed IRA

custodian controlled

$0 one-time fee
$360 per year

Get Started

  • 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

How We're Different

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16,000+ Clients
Our tax and ERISA experts have helped over 16,000 clients invest $4.6 billion in alternative assets.

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8 Books
Our founder, Adam Bergman, is the author of eight books on self-directed retirement plans.

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Dedicated Support
Our team of specialists will work with you to help you establish the right self-directed retirement account.

Self-Directed IRA Info Kit

Download our info kit to learn more about the Self-Directed IRA

Robust, easy to read, and updated for 2020. This guide is your one-stop shop for all the most important questions about the Self-Directed IRA.

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

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We'd love to work with you

Get Started

[email protected]
Tel: 1-800-472-1043
Fax: 1-605-415-4296

IRA Financial Trust
221 S. Phillips Ave., Suite 206
Sioux Falls, SD 57104

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