We administer. You invest.
The smart way to invest your IRA or 401(k) in alternative assets.
As seen in:
With the all-new IRAfi Crypto™ trading app, you can now buy, sell, and trade the most popular cryptos including Bitcoin, Ethereum and XRP (plus over 25 more) for a low, flat annual fee of just $100.
By utilizing the IRA LLC structure, you have total “checkbook control” to make investments when you want, without custodial consent.
Which solution works for you?
We want to work with you
Individual, institution, or advisor—we’ll handle all your IRA or 401(k) alternative asset custody needs.
We Handle Everything
We open your self-directed bank account, handle all IRS reporting, and offer annual IRS compliance services.
Our self-directed plans have no account value fees, account management fees, or minimum balance requirement.
For Institutions & Advisors
Gain online access to client accounts and generate fees from your clients’ investments in alternative assets.
How IRA Financial WorksIRA Financial is simplifying how you invest your retirement funds in alternative assets. Open an account on our app and start investing for a simple, flat fee.
Our latest content.
A client explains why he chose IRA Financial!
“I first tried working with [another provider]…When I proceeded to my due diligence, 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 (IRA Financial Trust), 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.”
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R. Paul Drake
Portfolio strategy, dividend investing, REITs, closed-end funds