IRA Financial Expands Traditional Investment Access for Self-Directed Retirement Clients
IRA Financial Expands Traditional Investment Access for Self-Directed Retirement Clients
New capability enables real-time trading of traditional investments, alongside alternative assets, within a single retirement platform
MIAMI & SIOUX FALLS, S.D.--(BUSINESS WIRE)--IRA Financial, a leader in self-directed retirement solutions, today announced a game-changing advancement that fundamentally transforms how Americans invest for retirement. For the first time, investors can seamlessly access both alternative assets and traditional investments within a single self-directed retirement account, all for one flat fee.
Powered by Interactive Brokers, this breakthrough capability allows IRA Financial clients to trade stocks, ETFs, options, bonds, currencies, and mutual funds, directly alongside alternative assets such as real estate, private equity, precious metals, and cryptocurrencies. This unified experience is designed to give investors greater diversification, control, and convenience over how they build and manage their retirement portfolios.
This product enhancement is a redefinition of the IRA itself. For decades, investors have been forced to choose between traditional brokerage IRAs, limited to stocks and mutual funds, or self-directed accounts focused only on alternatives. IRA Financial has eliminated that tradeoff and delivers on the original vision Congress had when it created IRAs nearly 50 years ago: true investment freedom and control.
“Our clients don’t want to juggle multiple platforms just to build a diversified retirement strategy, they want one place where they can manage both their alts and traditional investments,” said Tyler Northrup, CEO of IRA Financial. “This new capability gives them exactly that: real-time trading for traditional assets in the same tax-advantaged, self-directed retirement account where they also have the ability to invest in nearly unlimited alternative assets.”
IRA Financial believes this expanded access to traditional assets further differentiates the firm from other self-directed retirement custodians. The company already offers real-time crypto trading and continues to build on its reputation for intuitive, easy-to-use technology, in-house compliance services, and flat, transparent fees that never grow with your account balance. With decades of experience in self-directed retirement accounts and a range of account structures to fit nearly any investor's needs, IRA Financial remains the most comprehensive and client-focused SDIRA provider in the industry.
“For too long, retirement investors have been forced into a system that limits what they can invest in,” said Adam Bergman. “We’re changing that. By integrating traditional investments through Interactive Brokers, we’ve created a platform where investors are no longer boxed in. They can invest in anything the law allows, all in one account, with total control. This is how retirement investing should have always worked.”
With this new traditional investing capability, part of IRA Financial’s broader effort to evolve its platform and make self-directed investing easier and more accessible, investors no longer need multiple accounts, custodians, or fragmented strategies. Instead, they can build truly diversified retirement portfolios by combining public markets and private investments in one place, under a single flat-fee structure, with full control. In doing so, IRA Financial is not just expanding investment options, it is helping restore the IRA to what it was always meant to be: a powerful, flexible retirement vehicle that puts the investor, not the institution, in control.
About IRA Financial
IRA Financial is a leading provider of self-directed retirement solutions, helping individuals, small business owners and entrepreneurs unlock greater control over their retirement investments. Through its self-directed IRA and Solo 401(k) platforms, IRA Financial enables clients to invest in a wide range of alternative and traditional assets, including real estate, private businesses, precious metals, crowdfunding, private credit, stocks, and digital assets, while maintaining tax advantages and regulatory compliance. Founded by tax attorney and author Adam Bergman, IRA Financial combines deep tax and ERISA expertise with modern technology and dedicated client support to make alternative investing through retirement accounts more accessible and affordable. For more information, visit www.irafinancial.com.
Contacts
Media Contact:
IRA Financial Media Relations
irafinancial@avenuez.com
