IRA Financial, a US-based provider of self-directed retirement solutions, has launched a new capability allowing investors to trade both traditional and alternative assets within a single retirement account for one flat fee.
The platform, powered by Interactive Brokers, enables IRA Financial clients to trade stocks, ETFs, options, bonds, currencies, and mutual funds alongside alternative assets such as real estate, private equity, precious metals, and digital assets, all within a single tax-advantaged, self-directed retirement account.
The development marks a significant shift from the long-standing divide between traditional brokerage IRAs, which have historically been confined to stocks and mutual funds, and self-directed accounts focused solely on alternatives. IRA Financial says the new offering removes that distinction, allowing investors to build diversified portfolios without relying on multiple accounts, custodians, or fragmented strategies, all under a single flat-fee structure.
IRA Financial was founded by tax attorney and author Adam Bergman and serves individuals, small business owners, and entrepreneurs. The firm offers self-directed IRA and Solo 401(k) platforms that support a broad range of investments, including real estate, private businesses, precious metals, crowdfunding, private credit, and digital assets, while maintaining tax advantages and regulatory compliance.
IRA Financial CEO Tyler Northrup said, “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.
“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.”
Adam Bergman said, “For too long, retirement investors have been forced into a system that limits what they can invest in. 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.”
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