Fundraising FoxIRA Financial
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IRA Financial is a self-directed retirement account provider that lets individual investors hold alternative assets (real estate, private equity, crypto, precious metals) alongside stocks and ETFs in one IRA or Solo 401(k). It also offers in-house compliance and tax services, flat-fee custody, and customizable account structures such as LLC and Trust IRAs for US-based investors.
Founders & leadership
AB
Adam BergmanAdam Bergman is a tax and ERISA attorney who has authored nine books on self-directed retirement strategy. He founded IRA Financial, which provides self-directed retirement accounts enabling individual investors to hold alternative assets alongside traditional investments.
Investors · 1
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Frequently asked questions
- What does IRA Financial do?
- IRA Financial is a self-directed retirement account provider that lets individual investors hold alternative assets (real estate, private equity, crypto, precious metals) alongside stocks and ETFs in one IRA or Solo 401(k). It also offers in-house compliance and tax services, flat-fee custody, and customizable account structures such as LLC and Trust IRAs for US-based investors.
- Who founded IRA Financial?
- IRA Financial was founded by Adam Bergman.
- Who are IRA Financial's investors?
- IRA Financial's investors include Lakewest Venture Partners.