A Self-Directed Retirement Company that earns your trust.
Take control of your retirement funds with our self-directed retirement plans. Invest in what you know and trust. One low fee starting at just $180 a year.
IRA your way
Invest your retirement account the way you want to. Gain the freedom to make IRS approved investments like real estate, cryptocurrencies, ICOs, private placements, notes, and much more without tax.
One low flat annual fee
Open up a Self-Directed retirement account with or without checkbook control for one-low flat annual fee. No asset valuation fees. Transparent pricing you can trust!
Stress-free investing
Invest your IRA the way you want to and without stress knowing that IRA Financial Trust will handle all IRS reporting with respect to your self-directed retirement account.
What we do
IRA Financial Trust is a financial technology non-banking IRA Trust Company that is responsible for administering Self-Directed retirement accounts, primarily self-directed IRAs. Our experience with the complex IRS rules concerning the holding and investment of retirement assets is unmatched in the industry.
We're committed to helping you take control of your retirement funds and proud to offer Checkbook IRA custodial services along with full-service IRA administration all for one low price without any transaction or asset valuation fees.
It's easy—opening an account takes just minutes.
We're also here to answer questions! Don’t know which plan you qualify for? Have questions about a transaction? Our tax professionals will get back to you ASAP.
How it works
1. Open An Account
We can handle the process by phone, email, fax, or regular mail. To get started, call us at 1-800-472-1043. Getting the process started to open your self-directed retirement account takes just a few minutes.
2. Roll Over Your Funds
You can fund a self-directed retirement plan via a contribution, transfer, or rollover. In general, you can move assets (money or property) from other retirement accounts (including traditional IRAs) to a self-directed retirement account, tax free. Your assigned self-directed retirement specialist will help you transfer or roll over your funds to your new self-directed retirement account.
3. You’re Ready To Invest
Investing your newly established self-directed retirement plan is quick and easy. We take care of everything for you so you can make IRS approved investments, such as real estate, tax liens, precious metals, cryptocurrencies, and much more quickly and cost effectively.
Our latest news
WE WENT PUBLIC!
Non-Invasive Monitoring Systems, Inc. combines 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 today that they have agreed to combine in a reverse acquisition transaction...
Read the full press release at Nasdaq.
We Publish Regularly In Forbes
Where we've been featured
Investment freedom with value that is clear
Open up a Self-Directed IRA account with or without checkbook control for one-low annual fee. No asset value or transaction fees. Benefit from transparent pricing and gain the freedom to invest in traditional or alternative assets like real estate, precious metal, tax liens, notes, and much more.
Expert support for your Self- Directed IRA
We're committed to offering our clients expert support to keep their Self-Directed IRA in compliance. Our founder, Adam Bergman, has published 7 books on the use and taxation of retirement funds. IRA Financial Trust offers clients access to IRA and retirement educational resources, including articles, videos, and podcasts.