IRA Financial

Thinking of launching or acquiring a business but don’t want to take on debt? A ROBS (Rollover as Business Startups) strategy could be the funding solution you didn’t know existed. Download our FREE ROBS Guide to learn: ✅ How to access your 401(k) or IRA to fund a business ✅ How the ROBS structure works—step by step ✅ Legal requirements and IRS compliance ✅ Pros, cons, and common mistakes to avoid Whether you're buying a franchise, launching a startup, or acquiring an existing business, this guide breaks it down in clear, actionable terms.

Launch or acquire a business without taking on debt. A ROBS (Rollover as Business Startups) strategy could be the funding solution you didn’t know existed. Download our FREE ROBS Guide to learn: ✅ How to access your 401(k) or IRA to fund a business ✅ How the ROBS structure works—step by step ✅ Legal requirements and IRS compliance ✅ Pros, cons, and common mistakes to avoid Whether you're buying a franchise, launching a startup, or acquiring an existing business, this guide breaks it down in clear, actionable terms.

Every investor question about rollovers, paperwork and IRS rules lands on your team. It doesn't have to. You raise. We handle the logistics. Partner with IRA Financial and get: → A dedicated partnerships contact → A defined onboarding process for your investors → In-house tax and ERISA specialists → A custodian that never sells investments or competes for your investors Tap Learn more to book a call with our Director of Partnerships.

Get one custodial partner for your entire investor base. When an investor's account type or asset doesn't fit your custodian, the commitment stalls. IRA Financial administers Self-Directed IRAs, Roth IRAs, Solo 401(k)s, SEP and SIMPLE IRAs, HSAs and ROBS, and holds real estate, private placements, private loans, funds, precious metals and crypto in the same account.

Your investors judge your offering by every step, including the custodian holding their retirement money. Surprise fees, slow answers and no visibility cost you commitments. IRA Financial gives your retirement investors: → Flat-rate pricing with no hidden fees → Online access to their holdings → Expert live support The result: a 97% client retention rate and a 4.7 rating on Trustpilot. Click learn more to book a call with our Director of Partnerships.

Raising capital for real estate, a fund or private loans? Your investors may be able to invest with retirement dollars. Tony Unkel, our Director of Partnerships, will walk you through how investors fund your offering from a Self-Directed IRA or Solo 401(k), which partnership model fits your business, and how onboarding works.