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Discover the IRA Financial Difference

The smart way to invest your IRA or 401(k) in alternative assets.

IRA Financial Group | IRA Financial Trust

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3 Self-Directed Retirement Plans

Self-Directed IRA Plan

Self-Directed IRA

Gain the freedom to invest in a wider range of investments (like real estate) tax free. Learn More

Solo 401(k) Plan

Solo 401(k)

Make contributions up to $64,500. Invest in alternative assets without a custodian. Learn More

ROBS Solution

ROBS Solution

Start or fund a business and invest in yourself while you save for your retirement. Learn More

Capital One Partnership

Never step foot in a bank

Our partnership with Capital One bank allows us to open your account with no wiring fees or minimum balance requirement. No need to sign paperwork or go to a bank—we take care of everything.

How We’re Different

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Experience

Our tax and ERISA experts have helped over 16,000 clients invest $4.6 billion in alternative assets.

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Prestige

Our founder, Adam Bergman, is the author of seven books on self-directed retirement plans.

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Dedicated Support

A specialist will work one-on-one with you to establish a Self-Directed IRA, Solo 401(k) or ROBS.

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    Did You Know?

    Millionaires believe real estate is the best investment choice for Self-Directed IRA investors. A Self-Directed IRA gives you a tax-advantaged way to invest in any type of property. Contact IRA Financial today to learn more.