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Diversify Your Retirement with Private Equity Using a Self-Directed IRA

Private placement investments through a Self-Directed IRA help you build long-term retirement wealth by tapping into exclusive opportunities beyond Wall Street.

  1. Access exclusive, high-upside investments not available in public markets
  2. Invest in private businesses, startups, hedge funds, real estate partnerships, and more
  3. Grow your investments tax-deferred or tax-free, depending on account type
  4. Avoid UBTI (Unrelated Business Taxable Income)

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What is Private Equity Investing?

A private placement is an investment opportunity that is not available to the general public. It is only offered to a selected group of people, typically high net worth individuals or institutional investors. This type of investment generally offers a higher rate of return than what is available to the average investor.

Private placements are usually reserved for companies with a long-standing reputation and proven track record. This implies that securities offered through the private placement market carry less risk than those available to retail investors through crowdfunding platforms.

Custom Terms

Make the most of your long-term investments through negotiations.

Reduced Risk

Less risky than investments that are available to the general public.

Flexible Investing

Ability to invest in stocks, real estate, cryptos, and more.

Self-Directed Retirement Accounts to Invest in Private Equity

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Self-Directed IRA

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

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Checkbook IRA

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

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Solo 401(k)

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

The #1 Self-Directed Retirement Company

IRA Financial, founded in 2010, is a leading provider of self-directed retirement plans and dedicated to helping individuals and business owners invest freely and retire confidently.

Why IRA Financial?

  • Over $5 billion in retirement assets under custody
  • 25,000+ clients across all 50 states
  • 97% client retention rate
  • IRS-compliant platform designed for self-directed investors
  • Expert support from highly trained specialists
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Open Your Self-Directed IRA Account in 3 Easy Steps

See if You Prequalify

Submit the form at the top of this page and apply online

Fund Your Account

Make a contribution or transfer from another IRA account

Choose Your Investments

Pick from any number of alternative asset investments

Get Started Now

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

Ready To Take Control of Your Retirement Savings?

Take control of your retirement by investing in alternative assets like real estate, cryptocurrency, businesses, and more. Start creating wealth today by starting your application.

Get Started Today

Ready to plan for your future?

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.

Open an account