Fastest growing provider of self-directed retirement plans, IRA Financial sees surge in client interest in alternative assets and surpassed $4.5 billion in alternative assets
Denver, CO (STL.News) – IRA Financial Group & IRA Financial Trust Company (“IRA Financial”), a leading financial technology self-directed IRA and 401(k) plan provider & custodian, announces that is has surpassed $4.5 billion in client retirement assets invested in alternative assets.
IRA Financial has helped over 16,000 clients invest over $4.5 billion in retirement funds in alternative assets through its self-directed IRA and self-directed solo 401(k) plans. IRA Financial has also developed the first mobile app in the self-directed marketplace that allows clients to be onboarded and invest in alternative asset investments 100% digitally.
According to Adam Bergman, President of IRA Financial Group & IRA Financial Trust Company, “We are excited to have helped so many thousands of Americans take control of their retirement funds and invest in IRS approved investments cost effectively.” Mr. Bergman continued, “We are committed to using technology to help our clients gain more control, transparency, and cost savings when making alternative asset investments with their retirement funds.”
IRA Financial Group & IRA Financial Trust Company’s self-directed IRA and solo 401(k) plan platform allows investors to invest in IRS approved alternative asset investments digitally and with no account valuation or minimum balance fees.
The primary advantage of using a self-directed retirement plan to make private IRS approved alternative asset investments, such as the self-directed IRA for real estate investing, is that one can diversify their retirement assets and invest in what one knows and trusts. In addition, with a self-directed IRA or solo 401(k) plan generally all income and gains associated with the retirement account investment grow tax-deferred or tax-free in the case of a Roth IRA or Roth solo 401(k).
“We are honored that we have become the largest provider of self-directed solo 401(k) plans in the country and continue to build our digital alternative asset platform for all our self-directed IRA and solo 401(k) plan clients,” stated Mr. Bergman.
IRA Financial Group is the market’s fastest growing provider of self-directed retirement plans. IRA Financial Group has helped over 16,000 thousand clients take back control over their retirement funds while gaining the ability to invest in almost any type of investment, including real estate, cryptocurrency, and private business investments.
The IRA Financial Trust Company, a self-directed IRA custodian, was founded by Adam Bergman, a partner with the IRA Financial Group. Mr. Bergman is a leading expert on the taxation of retirement funds and has authored multiple articles on how to use a self-directed IRA to buy cryptocurrencies.
Adam Bergman, IRA Financial Group partner, has written seven books on the topic of self-directed retirement plans, including, “How to use Retirement Funds to Purchase Cryptocurrencies, “The Checkbook IRA”, “Going Solo,” “Turning Retirement Funds into Start-Up Dreams,” “Solo 401(k) Plan in a Nutshell,” “Self-Directed IRA in a Nutshell,” and “In God We Trust in Roth We Prosper.”