ira financial reviews

IRA Financial Group is a custodian that allows self-directed IRAs to invest in alternative investments such as real estate and gold. It also offers the ROBS solution, which allows investors to set up a new C corporation and use their retirement funds to buy shares in it.

The company has been in business for ten years and has a physical location, which is reassuring. The company’s customer service is excellent and most issues are resolved amicably.

IRA Financial Group is a custodian

IRA Financial Group is a custodian that offers self-directed IRAs. It specializes in helping investors create a self-directed retirement account that meets their unique investment goals. It also offers a variety of investment opportunities, including traditional investments, such as real estate and gold, as well as unconventional options, such as P2P lending and private business stock.

Founded by tax attorneys in 2010, IRA Financial Group is a small firm that has grown to be one of the largest custodians. The company holds over $4.9 billion in retirement funds and provides its clients with a wide range of investment options, including real estate, cryptocurrencies, and precious metals.

IRA Financial Group offers a number of benefits for potential customers, including the fact that it does not charge to open an account or to store assets. However, it does levie annual custodial fees, which are much cheaper when a customer opts for checkbook control. These fees range from $180 to $360 and are deducted quarterly. The company also charges transaction costs, which vary by asset.

It offers self-directed IRAs

IRA Financial Group is one of the top firms for self-directed IRAs, Solo 401(k)s, and ROBS solution. They also offer guidance and help with new investments. They’ve been in business for over a decade and have a physical location, which is more reassuring than most online custodians.

They offer a variety of investment options, including alternative assets like cryptocurrencies and real estate. The firm was founded by tax and ERISA attorneys who worked at some of the largest law firms in the country.

Another benefit of working with IRA Financial Group is that it’s accredited by the Better Business Bureau. Although BBB accreditation isn’t a magic shield, it does provide a public forum for complaints and requires the company to abide by a code. They also take their role as a custodian seriously, and offer training courses for investors and advisors. They don’t offer checkbook control though, which is a drawback for some people. However, they do offer a prepaid card that mimics checkbook control without the need for an LLC.

It offers real estate investments

IRA Financial Group is one of the leading Self-Directed custodians for real estate investments in a retirement account. It was founded by Adam Bergman, who is a former tax and ERISA attorney. His goal was to give investors greater freedom in choosing the assets they wish to invest in their IRA. The company has partnered with real estate lending companies, crypto exchanges, and angel investing funds to offer its clients an extensive range of alternative investment opportunities. IRA Financial Group also offers checkbook control to give its clients maximum control over their investments.

However, it is important to note that IRA Financial Group only has an A rating with the Better Business Bureau. While this isn’t a deal breaker, it’s still something to consider when making your decision. The low number of available reviews may also be a concern. In addition, there have been three complaints against the company in the last 3 years.

It offers ROBS solution

IRA Financial Group makes it simple and affordable to invest in alternative assets with your retirement account. They offer low custodian fees and checkbook control. They also have an excellent customer service team. Their clients love their service and professionalism.

The ROBS solution is a great option for new entrepreneurs who want to use their retirement funds to start a business. The solution allows you to invest a portion of your retirement savings into a business without paying taxes or penalties. It also helps lower the financial risk of your startup, since it’s not a loan and you don’t have to put up personal collateral.

Benetrends Financial is a leader in the ROBS industry and has a high customer satisfaction rating. Its setup fee is on the higher end of the spectrum, but it offers comprehensive consultations during the process. Its monthly fees for compliance support and IRS filing are in the middle of the range.