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About Us

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. We're proud to offer Checkbook IRA custodial services along with full-service IRA administration services all for one low price without any transaction or asset valuation fees.

Who we are

IRA Financial Trust Company is a public trust company charted under the laws of South Dakota. IRA Financial Trust’s charter allows it to establish and administer self-directed IRA, Roth, SIMPLE Accounts, SEP Accounts, 401(k) plan accounts, Health Savings Accounts and Coverdell Education Savings Accounts.

IRA Financial Trust Company is regulated by the South Dakota Division of Banking.  IRA Financial Trust Company will provide non-discretionary trust services focused on allowing participants within those accounts to invest in non-traditional IRS approved alternative assets, such as real estate, investment funds, crowdfunding, cryptocurrencies, hard money loans, etc.

IRA Financial Trust’s focus on technology, specifically its mobile application, allows us to better serve the fast-growing self-directed IRA marketplace efficiently and cost effectively.

Experience you can trust

IRA Financial Trust and its founder, Adam Bergman, have more than 10 years of experience in the area of self-directed retirement accounts. We've helped thousands of clients take control of their retirement.

Our knowledge of the complex IRS rules regarding the holding and investment of retirement assets provides our clients with a level of expertise that is unmatched in the industry. Whether the investment is made via the IRA custodian or our Checkbook Control IRA LLC, individuals who want to invest in non-traditional assets like real estate, precious metals, cryptocurrencies, hard money loans, private business investments, and more, IRA Financial Trust Company will offer you secure and expert services at a fair price.

Adam Bergman is a leader in the self-directed retirement industry.  Adam Bergman’s knowledge and reputation in the marketplace—especially in the area of cryptocurrencies, where he has authored, to date, the only book on using retirement funds to purchase cryptocurrencies—is expected to help IRA Financial Trust become a leading financial technology company servicing the cryptocurrency marketplace for retirement accounts.

Our Web Presence

Learn about what matters to you. Like IRAFG on Facebook for updates!

Forbes Articles

Adam Bergman, the founder of IRA Financial Group, publishes regularly on Forbes and is a member of the Forbes Finance Council.

 

Blog

We publish something new every day. Our blog keeps you in the loop about laws and current events that affect retirement account holders.

Podcast

We publish podcasts on Wednesdays and Fridays. You can listen to them on iTunes or watch the recording on YouTube.

 

Videos

We publish videos on Monday and Thursdays, so keep an eye out for new content.

 





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.

We can handle the process by phone, email, fax, or regular mail. To get started, fill out the form or call us at 1-800-472-0646. Our expert ERISA and tax professionals are on-site, which greatly reduces the set-up time and cost. You’ll be promptly assigned to one of them and they’ll help you get your self-directed retirement structure started.