Get $225 off the cost of a Self-Directed IRA LLC or Solo 401(k)   Use Promo Code LUNAR225

Get $225 off the cost of a Self-Directed IRA LLC or Solo 401(k)
Use Promo Code LUNAR225

1-800-IRA-0646

Checkbook Control (LLC)

Self-Directed IRA

  • Invest tax-free in alternative assets.
  • We open your self-directed bank account, handle all IRS reporting, and offer annual IRS compliance services.
  • Invest with limited liability protection.
  • No account value fees, management fees, or minimum balance (with credit card on file).
IRA Financial App

How the structure works

Self-Directed IRA LLC Chart
Open a Self-Directed IRA Online

1. Open an account

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

Self-Directed IRA for Real Estate

2. Transfer your funds

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

Money

3. Invest

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

How we're different

Experienced Self-Directed Retirement Providers

23,000+ Clients

Our tax and ERISA experts have helped over 23,000 clients invest $4.6 billion in alternative assets.

Great Ratings

8 Books

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

Dedicated Support

Dedicated Support

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

Pricing

Our fees are simple and transparent.

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

Robust, easy to read, and updated for 2022. This guide is your one-stop shop for all the most important questions about the Self-Directed IRA.

Self-Directed IRA guide to directing your investments

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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