Discover the IRA Financial Difference
The smart way to invest your IRA or 401(k) in alternative assets.
3 Self-Directed Retirement Plans
Self-Directed IRA
Gain the freedom to invest in a wider range of investments (like real estate) tax free. Learn More
Solo 401(k)
Make contributions up to $64,500. Invest in alternative assets without a custodian. Learn More
ROBS Solution
Start or fund a business and invest in yourself while you save for your retirement. Learn More
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
Experience
Our tax and ERISA experts have helped over 16,000 clients invest $4.6 billion in alternative assets.
Prestige
Our founder, Adam Bergman, is the author of seven books on self-directed retirement plans.
Dedicated Support
A specialist will work one-on-one with you to establish a Self-Directed IRA, Solo 401(k) or ROBS.
Our Latest Content
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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.