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Invest Freely.
Retire Confidently.

Use a self-directed retirement account to grow your wealth with tax advantages and diversify your portfolio. Invest your retirement funds in alternative assets, managed by an award-winning IRA custodian.

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Self-Directed IRA

Control your own retirement investments with custodian support.

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Checkbook IRA

Checkbook Control over your investment decisions with the use of an LLC.

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IRAfi Crypto

Our secure cryptocurrency retirement investing platform.

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Solo 401(k)

Tax-advantaged retirement for entrepreneurs.

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Awards

Investopedia award for IRA Financial
Bankrate award for IRA Financial
Forbes award for IRA Financial

The #1 Self-Directed Retirement Company

At IRA Financial, we don’t follow the industry — we lead it. As pioneers in the Self-Directed IRA and Solo 401(k) space, we’ve set the standard for innovation, service, and expertise.

Why IRA Financial?

Unmatched Expertise

  • Custom-built plans, not cookie-cutter templates.
  • Advanced Roth and UBIT strategies and direct access to top experts in tax law and retirement planning.

All-Inclusive, Full-Service

  • Annual tax consulting, compliance, and reporting services.
  • Alternative investments available across all plan types with no asset value fees.

Trailblazers in Innovation

  • First in the industry to launch a mobile app, enable crypto investing in a retirement account, and publish books on SDIRA LLCs and Solo 401(k)s.
  • First to offer checkbook control for Solo 401(k)s and use a Trust instead of an LLC.
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How to Get Started

Our goal is to make opening an investment retirement account as easy as possible.

Choose your account type

Step 1

Pick the best self-directed retirement product to fit your goals.

Need help? Connect with one of our new sales specialists to help you decide what account is right for you.

Open your account

Step 2

Opening a self-directed retirement account is simple. Submit your online account application in just a few minutes. Get started.

Get your account number

Step 3

Once your account is reviewed and approved. You’ll receive your account number and gain full access to our online retirement platform.

Fund your account

Step 4

Transfer or roll over funds from an existing retirement account or fund your account through a direct contribution. Once funded, you’ll be able to make your investments and start growing your wealth.

See What Our Clients Have to Say

I’m beyond pleased with having my self-directed IRA in your teams capable hands. In a few short months, it’s already proving to be a solid retirement investment vehicle. The fees are insignificant compared to the value. Many thanks.

Ann M. C.

Illinois

The process of setting up my self-directed IRA was quick and painless. There were a lot of forms to be completed, but the customer service at IRA Financial Group is great and they are very quick to respond. I was able to complete my set up quickly and get my funds transferred very quickly. Thanks!

Christy

Virginia

I am extremely pleased with the service and professionalism provided by the IRA Financial Group. I don’t think you can find a better firm to handled Self Directed IRA accounts. Keep up the great work and I will always do business with you.

Owen S.

Texas

IRA Financial Group was invaluable in setting up my account. They explained all of the details involved with the process and made the entire evolution simple and efficient. If someone is considering a self-directed IRA, IRA Financial Group is the clear choice.

Michael J.

Utah

Build Long-Term Wealth with Alternative Assets

Self-directed retirement accounts offer the flexibility to invest and diversify beyond traditional stocks and mutual funds.

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Real Estate

Invest in rental properties, commercial real estate, and land while keeping tax advantages with a self-directed retirement account.

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Precious Metals

Add stability to your portfolio with gold, silver, and other IRS-approved metals through your retirement account.

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Cryptocurrency

Invest in Bitcoin, Ethereum, and more with a self-directed retirement account while benefiting from potential tax advantages.

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Tax Liens/Deeds

Grow your wealth through tax liens and deeds within your self-directed IRA, benefiting from attractive returns and tax advantages.

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Private Placements

Invest in private companies, startups, and exclusive ventures through your retirement account, with full control and tax efficiency.

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Investment Funds

Diversify your retirement savings across mutual funds, hedge funds, and other managed investments—all within a self-directed IRA.

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Trusted Individual Investment Retirement Services 

With years of experience and thousands of satisfied clients, we provide reliable support, transparent pricing, and expert guidance—so you can invest for retirement with clarity and confidence.

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Active clients across all 50 states

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Assets under administration

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Client retention rate

Get Your Questions Answered

Let us help you plan for the future. Schedule a consultation with our New Accounts team to learn more about creating wealth with a self-directed IRA, checkbook IRA, Solo 401 (k), or other retirement account.

Schedule a Free Consultation

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