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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!
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Solo 401(k)
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Reviews 646
CH
Oct 09,2024Staff was pleasant and quick to address my multiple questions. There was a an issue where I was disconnected from my first chat, but recoved in the second chat.
Douglas Reitz
Oct 09,2024Morgan answered my Questions on BOI Reports in a very timely manner. Very knowledgeable. I have used IRA Financial for more than a decade, and have nothing but great things to say about them.
Kong
Oct 08,2024Brian is very responsive and knowledgeable about account setup questions and process.
Mick
Oct 08,2024Gina was great at seeing my immediate issue through until is was resolved!!
Keith Silberman
Oct 08,2024Customer support is prompt and knowledgable. Always a great experience.
customer
Oct 08,2024Isaac was very polite and helpful . He took the time to explain a couple of issues to me? I had to have him explain things to me a couple of times. He was very clear. I was just confirming what he had said. He did not make me feel that he was rushed. He took all the time I needed to be comfortable and I appreciate that.
Shannon Caprock Farm and Ranch
Oct 07,2024Compliance officer, Dean Ricks was so helpful and responsive. Pleasure to work with!
Sean Moody
Oct 07,2024Timely service provided, took care of everything
Roman Arzhintar
Oct 05,2024I had some complicated issues regarding juggling multiple plans, the solutions for which required deep knowledge of IRS rules. Dean was able to wrestle those to the ground, escalate sime thorny issues, and get me docs very quickly. This is an ideal experience, particularly given the complexity.
James Kwon
Oct 05,2024Morgan was prompt and got right to the point re my concern and resolved the concern.
Rex Wardlaw
Oct 05,2024I needed some bank routing information for a wire transfer. Becky sent it immediately and made sure I knew what to do with the information. This is so typical of the service at IRA Financial, and yet, so unusual. In my experience with two other independent custodians of my self directed IRA assets, service was often delayed or encountered obstacles that the custodian seemed unable to solve. IRA service has been timely, friendly and very helpful in managing our family assets that don't fit into the "boxes" at other custodial firms. Grazie mille!!
customer
Oct 04,2024helpful and good service
Phil
Oct 04,2024Fast and expert
Gerald Jorgensen
Oct 03,2024excellent help on complicated issue
Jessie
Oct 03,2024Morgan was very professional and helpful in promptly resolving my issues. All my questions were resolved with one phone call. Thank you.
Dare Peterson
Oct 03,2024Morgan, as usual was very nice and stayed on the phone as I navigated to the proper documents
Valued Client
Oct 02,2024Nancy was very helpful. She was a pleasure to speak to and solved the problem quickly.
GILLIAN DINNERSTEIN
Oct 01,2024Morgan, was extremely efficient, friendly and produced the information I requested at record speed, then ensured she stayed on the line to ensure I was able to access the secure message - she gave me the best customer support I have experienced in many years! I wish more companies employed talented helpful people like you - or have to train them Thank you so very much. Kind regards Gillian M Dinnerstein
J P
Oct 01,2024Morgan has been delightful and patient talking through the process of using my account Thank you
5109 S Broadband LN, 57108, Sioux Falls, US
http://www.irafinancial.com
Gary
Oct 10,2024It took a while before someone answered the chat request, but she was able to help me right away.