Investment funds, such as hedge funds, private equity, and venture capital, offer accredited investors the opportunity to pool their funds into a specific investment or strategy that is managed by experts. Diversify your retirement portfolio beyond regular stocks and bonds.
Most retirement plans offer some sort of investment funds, like ETFs (exchange-traded-funds) or target-date-funds, however if you want to go beyond those, you will need a provider to allow for alternative asset investments in your retirement portfolio. IRA Financial will help you self-direct your future while navigating the complex IRS rules.
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Manage assets or have us handle them.
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100% Self-Directed IRA solutions.
A custodian controlled Self-Directed IRA allows one to invest in alternative investments, including real estate. You choose the investments, and we’ll invest on your behalf. Ideal for investors who are less hands-on.
$0
setup fee
$495
annually
A Checkbook IRA gives you total control with the use of an LLC. Perfect for the investor that performs a lot of transactions, such as with a rental property.
$999
setup fee
$495
annually
If you have self-employment income, the Solo 401(k) is the best way to invest in real estate with retirement funds. Unlike IRAs, 401(k) plans are exempt from UBTI, a tax for investors using leverage to invest in real estate.
$999
setup fee
$399
annually
| In general, all income or gains from your investment funds held in a retirement account are tax-deferred—or tax-free in the case of a Roth. |
| Make more generalized choices or narrow it down to specific sectors in a single investment. |
| You don’t need to be an expert since fund managers do all the work strategizing the buying and selling of the assets. |
Choose the type of investment funds to hold in your account while letting expert fund managers do their job.
Your IRA custodian handles purchase logistics, IRS compliance, and secure storage setup, so you can focus on managing your overall retirement strategy.
Investments held within a retirement account are protected from personal liability and may offer a level of security during market uncertainty.
When making investment fund investments through your retirement account, fees can add up quickly. Many custodians charge asset-based fees that increase as the value of your investments grow—cutting into your long-term gains. Our flat-fee model keeps your costs predictable and transparent, so more of your investment fund returns stays in your retirement account where it belongs.
| IRA Financial | Other Providers | |
|---|---|---|
| Flat Annual Fee | Yes | No |
| $0 Account & Transaction Fees | Yes | No |
| $0 Admin & Processing Fees | Yes | No |
| Expert-Guided Investments | Yes | No |
| Guaranteed IRS Audit Protection | Yes | Yes |
| Annual Tax Consulting | Yes | No |
| Annual Reporting & Filing Service | Yes | No |
Schedule a free consultation with a member of our team to explore how opening a self-directed retirement account can unlock your ability to invest tax-free in a variety of alternative assets.
Take control of your retirement by investing in alternative assets like real estate, cryptocurrency, businesses, and more. Start creating wealth today by opening an account.
