A wonderful review from our client, Michael Mauger! At Directed IRA, we’re committed to making every client’s experience exceptional. Thank you, Michael, for trusting us with your journey!
Directed Trust Company
Financial Services
Phoenix, Arizona 2,522 followers
Self-Directed IRA Accounts - Take Control of Your Retirement - Highest Rated for Customer Service in the Industry
About us
Directed IRA provides industry leading self-directed IRA accounts to investors across the U.S. Most account holders at Directed IRA are using their retirement plan funds to invest in non-publicly traded investments such as real estate, LLC/LP, IRA/LLCs (aka, checkbook control IRAs), precious metals, notes, and Bitcoin and cryptocurrency. Directed IRA is a trade-name of Directed Trust Company and was founded by tax attorneys Mat Sorensen and Mark J. Kohler. Our founders are well-known authorities in the field who have been advising self-directed clients since 2005. Here are some details of our business structure. - Regulated Trust Company by the Arizona Department of Financial Institutions. - We follow strict capital requirements required by licensed financial institutions. - Annual outside audits by third-party CPAs. - Regular examinations by our banking department regulators. - Financial institution insurance and bonding.
- Website
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https://directedira.com/
External link for Directed Trust Company
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Phoenix, Arizona
- Type
- Privately Held
- Founded
- 2018
- Specialties
- Roth IRA, IRA, Traditional IRA, HSA, Self-Directed IRAs, and Solo 401(k)
Locations
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Primary
Get directions
3033 N Central Ave
Ste 400
Phoenix, Arizona 85012, US
Employees at Directed Trust Company
Updates
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🚨 Important Update for LLC and Corporation Owners! 🚨 A federal court has ruled that filing a Beneficial Ownership Report (BOE) with FinCEN is unconstitutional. Here's what you need to know: FinCEN's response: Reporting companies (LLCs or corporations) are not required to file Beneficial Ownership Information right now. FinCEN has confirmed there’s no liability for failing to file while this order is in effect. What’s next? FinCEN has issued a notice of appeal but hasn’t formally appealed yet. If they proceed, the case will head to the Fifth Circuit Court of Appeals. For more details, check out the notice on FinCEN's website. Stay informed and protect your business!
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What Is a Solo 401(k) and How Can It Work for You? If you’re self-employed with no employees, a Solo 401(k) could be your ultimate retirement tool. Here’s why: You’re both the employee and the employer. You can contribute as an employee AND make additional contributions as the employer. That’s the unique power of being self-employed! Maximize your savings. With the right contributions, you can put away up to $69,000 annually into your Solo 401(k). This setup mirrors traditional 401(k) plans—except you’re in full control. Learn how to calculate and take advantage of this dual-contribution structure to build serious retirement wealth. The full video is now live on my YouTube channel. Head over to learn all the details!
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One of the most common and powerful investments? Real estate. Here’s why: Leverage Your Money: With real estate, you can invest less and control more. For example, a $100,000 investment paired with a $400,000 loan lets you purchase a $500,000 property. If that property appreciates by 10% (up $50,000), that’s a 50% return on your initial $100,000 investment! Cash Flow: Whether it’s a single-family home, multifamily property, or private real estate fund, you also benefit from rental income while your property appreciates. Real estate combines appreciation, cash flow, and leverage, making it a wealth-building favorite.
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This holiday season, our Directed IRA team came together for a special cause—Christmas Angel shopping! 🎄 We were honored to purchase gifts for 10 kids in need, spreading a little extra joy to those who deserve it most. It was a heartwarming experience, and we hope these gifts bring smiles and blessings to their Christmas this year. Giving back is what the season is all about! Wishing everyone a holiday filled with love, generosity, and cheer.
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Directed Trust Company reposted this
We started Directed IRA at the end of 2018 and had a clear mission - make alternative asset investing with an IRA easy and accessible. Today, we have over $2.2B in assets, have served over 20,000 self-directed investors, are the highest rated for customer service in our industry. The team of 58 people we have today is a group of exceptional people who work together to enable account holders to invest in assets they know and believe in from real estate and crypto, to notes and small business, to private equity and venture capital. Our passion is helping you use your IRA or 401(k) to invest in what you know and believe in.
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We started Directed IRA at the end of 2018 and had a clear mission - make alternative asset investing with an IRA easy and accessible. Today, we have over $2.2B in assets, have served over 20,000 self-directed investors, are the highest rated for customer service in our industry. The team of 58 people we have today is a group of exceptional people who work together to enable account holders to invest in assets they know and believe in from real estate and crypto, to notes and small business, to private equity and venture capital. Our passion is helping you use your IRA or 401(k) to invest in what you know and believe in.
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Join our team for an exclusive workshop TODAY @ 11AM (PT) Today's Workshop: Investing in Real Estate Internationally with an IRA or Solo 401(k) (Zoom Link) We'll Be Covering: - Legal Considerations and Compliance - How this can all be done inside an IRA or 401(k) - Investment Strategies and Opportunities. - Tax Implications and Benefits - Practical tips for successful Real Estate Investing. Register Here: https://lnkd.in/gka4k_qp
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