Self-directing has never been easier
3 Great Self-Directed Solutions
- Self-Directed IRA
- Solo 401(k)
- ROBS Solution
Invest in a wider range of investments, including real estate, tax free for a flat fee with a checkbook-controlled (LLC) or custodian-controlled structure.
The best plan if you’re self-employed. Make contributions up to $69,000 and invest in alternative assets without a custodian.
Start a new business or fund an existing one and invest in yourself while you save for your retirement.
Which Solution Works for You?
Self-Directed IRA LCC
By utilizing the IRA LLC structure, you have total “checkbook control” to make investments when you want, without custodial consent.
Self-Directed IRA
With a custodian-controlled IRA, you tell us the investments you want to make, and we’ll do all the work.
Solo 401(k)
Best plan if you are self-employed. High annual contributions, Roth and loan features, and unlimited opportunities.
ROBS Solution
An IRS-approved that allows you to use retirement funds to start your business or raise capital for an existing one.
We make investing in alternative assets easy
Real Estate
Cryptocurrency
Investment Funds
Never step foot in a bank
We partnered with Capital One bank so we can 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.
Getting Started is Easy
1. Begin the process
Fill out our quick app to get started today!
2. We’ll get in touch
A self-directed specialist will work one-on-one with you to finish the application - we'll be with you every step of the way!
3. Start investing
Fund your account and invest in your future!
Why IRA Financial?
Experience
Our tax and ERISA experts have helped over 24,000 clients invest $3.2 billion in alternative assets.
Individual Dedicated Support
IRA Financial gives clients access to experienced specialists dedicated to your peace of mind.
Flat Fees
With no hidden fees, IRA Financial is proud to offer award-winning service with the best pricing structure available.
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Did You Know?
A self-directed retirement plan can be checkbook controlled (LLC) or custodian controlled. With IRA Financial, the LLC option will give you the most control over your funds, but both offer freedom and allow traditional and alternative investments.