IRA Financial Trust Company was founded by tax attorneys who worked at some of the largest law firms in the world, including White & Case LLP and Dewey and LeBoeuf LLP and have helped over 12,000 clients self-directed over $4 billion of retirement funds since 2010.
IRA Financial Trust and its founder, Adam Bergman, has been featured on CBS News, PBS Nightly Business Report, and in over 100 major print publications, including Forbes, Fox Business, the Wall Street Journal, CNN Money, USA Today, The San Francisco Chronicle, Dallas Morning News, Law.com, and American Lawyer. Mr. Bergman has written six books on self-directed retirement plans, including The Checkbook IRA and The Self-Directed IRA in a Nutshell.
IRA Financial Trust is proud to offer Checkbook IRA custodial services along with its full service IRA administration services all for one low price without any transaction or asset valuation fees. IRA Financial Trust is committed to providing its Self-Directed IRA clients with a transparent and easy fee model so there are no surprises at the end of the year.
Investment Freedom with value that is clear
Open up a Self-Directed IRA account with or without checkbook control for one-low annual fee. No asset value or transaction fees. Benefit from transparent pricing while gaining the freedom to make traditional or alternative asset investments, such as real estate, precious metal, tax liens, notes, private business interests, and much more.
Expert Support for your Self- Directed IRA
IRA Financial Trust is committed to offering all our clients expert support and guidance to keep their Self-Directed IRA in compliance. Our founder, Adam Bergman, has published three books on the use and taxation of retirement funds, including a book on the self-directed IRA, titled: “The Checkbook IRA – Why You Want It, Why You Need it,” which is available on Amazon. IRA Financial Trust offers all its clients direct access to all its IRA and retirement related educational sources, including articles, podcasts, videos, and webinars. From new IRS rules to step-by-step guides, let our experts help keep your self-directed IRA investments in line with IRS laws.