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Open a Solo 401(k) at Your Local Bank with IRA Financial

Capital One Solo 401(k)

Recently, IRA Financial partnered with Capital One Bank for our self-directed retirement plans.  Now, you can open your own Capital One Solo 401(k) plan or Self-Directed IRA, without ever leaving the house.  IRA Financial is the only custodian that offers checking accounts for all of our clients.  You can now open and fund your Capital […]

Self-Directed Health Savings Account (HSA)

Health Savings Account

The IRA Financial Trust Company offers one of the country’s only “Checkbook Control” Self-Directed Health Savings Accounts (HSA). With IRA Financial Group & IRA Financial Trust Company, you can establish and fund a Health Savings Account while gaining the ability to invest in what you know. This includes real estate, notes, private businesses, options, and […]

Self-Directed IRA with Checkbook Control

Checkbook Control IRA

IRA Financial Trust Company is one of the few IRA Custodians in the country that specializes in establishing Self-Directed IRA (SDIRA) with Checkbook Control accounts. These accounts are often known as a Checkbook Control IRA. What is a Self-Directed IRA LLC with Checkbook Control? A Self-Directed IRA LLC is a type of IRA (Individual Retirement […]

SEP IRA Self-Directed Plan in a Nutshell

SEP IRA

SEP IRA  A Self-Directed IRA is a type of IRA structure that allows the IRA holder (you) to control over your retirement funds. But did you know that not all Self-Directed IRAs are the same? Most individuals know the IRS allows you to use your IRA to make traditional investments, such as stocks and mutual […]

Self-Directed Roth IRA in A Nutshell

Self-Directed Roth IRA

Self-Directed Roth IRA A Self-Directed IRA is a type of IRA (individual retirement account) structure that allows the IRA holder (you) to have more control over your retirement funds. A Self-Directed IRA allows you to diversify your investments. In general, traditional IRAs only allow the IRA holder to invest in traditional stocks. These include stocks, […]