IRA Financial Trust Description
With a self-directed approach, you have the flexibility to invest in virtually anything, and the earnings from those investments remain untaxed. At IRA Financial, our dedicated tax and ERISA experts will assist you in setting up a self-directed retirement account, ensuring ongoing compliance. We strive to make the process of investing your retirement funds in alternative assets more straightforward. By opening an account through our app, you can start investing with a straightforward, flat fee. The app also features a supplemental forms section, allowing clients to electronically sign documents for common account transactions, eliminating the need for physical signatures or paperwork. This section is set to expand with future updates of the app. IRA Financial is committed to enhancing your investment experience while helping you grow your retirement savings effortlessly. So take the first step today and embrace a new way of managing your retirement investments.
IRA Financial Trust Alternatives
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Asym Capital
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Broad Financial
A Self-Directed IRA, often called an "Alternative IRA," "Self-Managed IRA," or "SDIRA," provides a retirement solution that empowers investors to expand their savings beyond traditional Wall Street investments, allowing for opportunities in tangible assets such as real estate and private placements. By incorporating a checkbook control option, investors gain unparalleled flexibility and immediate access to their funds, eliminating the need for cumbersome paperwork and avoiding transaction fees. If you're looking to steer your retirement portfolio away from the unpredictable nature of stocks, bonds, and mutual funds, this account may be the perfect fit for you. With the ability to explore a wide range of investment opportunities beyond the stock market, you can secure your financial future against potential market downturns. Ultimately, a well-diversified approach can safeguard your retirement savings while also opening doors to new avenues of growth and investment.
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Equity Trust
An Equity Trust self-directed account empowers you to take charge of your investments. We equip our clients with cutting-edge tools and technologies that facilitate investments in both traditional and alternative assets, all consolidated into one easy-to-navigate platform. Discovering lucrative investment opportunities for your self-directed account has never been simpler. Welcome to Investment District, where you have the option to explore and select from premier platforms and providers across various sectors including cryptocurrency, lending, precious metals, private equity/crowdfunding, and turnkey real estate. Seize the reins of your financial destiny by crafting a personalized portfolio that grants you the freedom to invest in both alternative and traditional assets, potentially minimizing or even erasing taxes on your investments. Equity Trust caters to your needs with a range of options, including individual accounts, small business plans, and education and health savings accounts. Additionally, you can access a wealth of resources such as FAQs, online and in-person events, the Investor Insights blog, client success stories, educational videos, and much more to enhance your investment journey. Your path to financial independence begins here, as you navigate the diverse investment landscape with confidence.
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Integrations
Company Details
Company:
IRA Financial Trust
Year Founded:
2010
Headquarters:
United States
Website:
www.irafinancialtrust.com/investments/
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Product Details
Platforms
Web-Based
iPhone App
iPad App
Types of Training
Training Videos
Customer Support
Business Hours
Online Support
IRA Financial Trust Features and Options
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