IRAFinancialTrust
Self-directing has never been so easy
The leader in self-directed retirement plans now makes it easier than ever to invest your retirement funds your way! Make alternative investments, like real-estate, private funds and even cryptocurrency. Take control of your IRA with our self-directed retirement solutions.
Call us to get a free consultation with a retirement expert at 800-472-1043 — or get started below.
Get started for as low as
$15 monthly
- Simple and transparent pricing
- No asset valuation fees
- No transactions fees with checkbook control
Our Self-Directed Retirement Solutions
Self-Directed IRA
Control of your retirement funds by investing in alternative assets like real estate tax free.
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Solo 401(k)
Make contributions up to $62K in pre-tax or Roth and take out a $50K loan tax and penalty free.
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Self-Directed HSA
Save more with a health savings account and experience its many tax advantages.
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Self-Directed ESA
Pay for education expenses by making non-traditional investments with the education savings account.
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How it works
1. Open an account
Opening your self-directed retirement plan is so easy, you can do it yourself. Create your own account in minutes with our new app or contact us at 800-472-1043 and a specialist will create your retirement structure.
2. Roll over your funds
Easily fund your self-directed IRA with a contribution, transfer, or rollover. Your self-directed IRA specialist will help transfer or rollover your assets (money or property) to your new self-directed retirement account.
3. Invest
Investing your newly established self-directed retirement plan is quick and easy. We take care of everything so you can make IRS approved investments like real estate, cryptocurrencies, and much more.
Choose IRA Financial
Have questions? We have answers.
The IRA Financial Difference
IRA Your Way
Invest your retirement account your way. Gain the freedom to make IRS approved investments, like real estate, tax-free.
Expert Support
Gain access to articles, videos and podcasts. Additionally, founder Adam Bergman has written 7 books on self-directed retirement.
Stress-Free Investing
Make IRA investments you understand! IRA Financial Trust will handle all IRS reporting for your self-directed retirement account.
Low Flat Annual Fee
Open a self-directed retirement account with or without checkbook control for one low flat annual fee.
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.
R. Paul Drake
Portfolio strategy, dividend investing, REITs, closed-end funds
FIRST OF ITS KIND
Introducing the IRA Financial App
Ask general questions, open a Self-Directed IRA, Solo 401(k), make investments, and much more – all on a secure platform.
Intelligent Interface
The app offers an easy experience by tailoring the process to fit your specific financial needs. Start directing your retirement account now.
Account Maintenance
Sign up electronically to complete basic retirement account transactions with DocuSign, a leading digital transaction management platform.
Secure Platform
We protect your information with our secure servers that are intelligently encrypted for your protection.
WE'RE GOING PUBLIC!
Non-Invasive Monitoring Systems, Inc. is combining with IRA Financial Group LLC & IRA Financial Trust Company.
Non-Invasive Monitoring Services, Inc. (the "Company" or "NIMS") and IRA Financial Group along with IRA Financial Trust (collectively "IRA Financial") announced that they have agreed to combine in a reverse acquisition transaction...
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