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The best way to invest your IRA or 401(k) in alternative assets At IRA Financial Group, we help our clients take control of their retirement funds and gain the ability to invest in almost any type of investment–tax-free. When you choose IRAFG, you have direct and unlimited access to our in-house tax and ERISA professionals to ensure that all established tax structures are IRS compliant.
Get started with our app Whether you're looking to diversify your portfolio, are self-employed wanting to save for retirement, or are an entrepreneur who needs capital to fund a business, IRA Financial has you covered. Best of all, you can do it from your mobile device using our industry-leading app. Learn more about our services or get started today!
Self-Directed IRA
Solo 401(k)
ROBS Solution
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Reviews 646
sujay chevuru
Dec 06,2024Becky is very knowledgeable and very professional. I would like to thank her and appreciate for being so patient helping me.
Steve
Dec 06,2024Our tax code is a minefield for the normal citizen trying to manage their IRA. At IRA Financial, I have the specialized IRA expertise at hand when needed.
customer
Dec 06,2024No one answers the phones or ever seems to be available on chat.
James E
Dec 06,2024I contacted IRA Financial with very little time before year end to roll my 401k with real estate into an IRA. The response has been outstanding. Kudos to Jack Bickett and people at IRA Financial.
Emily Jackson
Dec 06,2024I opened an account with IRA Financial about a year ago. Their annual fee has increased from $400 to $490 in one year (an increase of over 20%). Other providers have annual fees of $199. They are no longer competitive with other providers. And, if you want to terminate your account there is a fee of $250. If I could go back, I would have selected a different company.
Christian Olmos
Dec 06,2024I highly recommend the services of IRA Financial Group due to the knowledgeable, fast and efficient team. In particular Liz Albers has helped me go through the process of of establishing my Self Directed LLC frictionless and swiftly.
E. Samra
Dec 06,2024Isaac was really helpful with getting me all the information I needed and working with me to fully understand everything!
Charles Libby
Dec 05,2024The reps are knowledgeable and so polite
Michael Cazayoux
Dec 05,2024Why am I being charge $200 per expedited wire transfer? To send a fax to my other 401k provider for them to sit on it for days? This was a bewildering process for me. It looks like it is all going to work out fine, albeit costly. I could have used more hand holding.
Veronica Gluecksmann
Dec 05,2024Isaac was wonderful! He listened to my concerns and provided solutions, great perspective, and advice for my specific situation. Thank you!
Doug Hanneken
Dec 05,2024Exceptional Customer Service!
Terry Lutz
Dec 05,2024very timely on follow up and very pleasant Kimberly has been great Terry Lutz
Castlerock
Dec 05,2024Worked with Isaac in billing and he was able to quickly and effectively resolve my concern. Have had an overall good experience working with IRA Financial. Adam, founder, is great to work with.
Glenn
Dec 05,2024Dean took the time to speak with me and help me understand the processes for crypto investing.
George A.
Dec 04,2024Morgan was great-walked me through all the forms needed for distributions and updating account info on website.
IDD
Dec 04,2024Sam and Joshua were very helpful and made setting up an account and investing easy. I was previously working with Merrill which was not great from a customer service or ease of use perspective. Thank you.
Bob Polensek
Dec 03,2024BECKY made my experience great. Becky walked me through the website, helped me with my necessary modifications, ensured my updates were accurate, then informed the next team to be aware of my now ready changes. If you have An employee of the month program, please vote for Becky as employee of the month! If you don’t have a program like that, please start one and nominate Becky as the first recipient!
neil
Dec 03,2024Online application process was very simple. Any questions I had was quickly responded to by humans and not simply an unintelligent bot. Establishment of my LLC and bank account was very smooth.
Bob
Dec 02,2024I have been with IRA Financial for 4 years now and have set up an IRA LLC and now a ROBS. They are the best to work with.
5109 S Broadband LN, 57108, Sioux Falls, US
http://www.irafinancial.com
Cipriano
Dec 07,2024Eduardo R. Cintron was great...very professional and responsive to my questions