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Get access to our Client Portal where you can open a new Self-Directed IRA, view your existing portfolio, and manage your investments.
Directed IRA offers a wide variety of accounts and strategies. Not sure where to start? Book a call with our team and we’ll help you get started!
Final step is to fund and invest your account. All account types at Directed IRA can be self-directed into any asset allowed by law.
Choose between after-tax and pre-tax contributions to your IRA. Both Traditional and Roth IRAs held at Directed IRA can be self-directed into alternative assets like real estate, private funds, crypto, etc. Learn more.
Self-employed individuals and small business owners have access to some of the most attractive retirement account vehicles on the market. Book a call with our team to see if you qualify for a Solo 401(k) or SEP IRA.
Directed IRA offers Checkbook IRA/LLCs, Inherited IRAs, Backdoor Roth, Transfers & Rollovers, Roth Conversions, Health Savings Accounts (HSA), Coverdell Education Savings Accounts (CESA), Kids Roths, and more.
The primary difference between Self-Directed IRAs (SDIRAs) and Brokerage IRAs (regular IRAs) is their range of investment options. An SDIRA is any IRA (roth or traditional) administered by an IRA custodian who allows the IRA owner to invest in any asset allowed by law. Common investment asset choices for SDIRAs include real estate, notes, private funds (VC, PE), LLCs, and precious metals. You can also invest in crypto with your IRA using our Crypto IRA. The flexibility of an SDIRA lets investors take control of their retirement by investing in alternative assets—while Brokerage IRAs typically restrict an investor’s options to conventional assets like stocks, bonds, and mutual funds.
You can move funds from existing retirement accounts, such as a traditional IRA or 401(k), using one of three methods: Trustee-to-Trustee Transfer, Direct Rollover, or a 60-Day Rollover. A transfer or rollover is the process of moving from a custodian who will not allow you to self direct your IRA to a custodian who will allow you to self direct your IRA. Regardless of the method used, the amounts transferred or rolled over (within 60 days) stay as tax favored retirement account funds and are not distributions subject to any tax or penalty. Learn more.
No, Directed IRA does not sell investments. As an industry-leading SDIRA custodian, Directed IRA provides the account tools and support necessary for investors to self-direct their accounts into investments of their choosing. All account holders at Directed IRA must find, vet, and secure each investment for their self-directed IRA. Directed IRA offers many educational resources covering the complexities of self-directing and can help you every step of the way but does not offer investment, tax, or legal advice and does not provide or endorse any investment option.
Contribution limits for accounts at Directed IRA depend on the type of self-directed account you have (Traditional, Roth, HSA, ESA, etc.) as well as factors like your income and tax filing status. The IRS sets these limits, which can change periodically, so it’s important to stay informed about the latest guidelines.
Follow these steps to self-direct your account at Directed IRA:
1. Open Your Account: You must have an existing account at Directed IRA before investing. This process takes a few minutes and can be done online. Choose from your preferred account type and book a call if you need help.
2. Fund Your Account: Add funds to your account by making a new contribution, transferring funds from an existing retirement account, or by initiating a rollover. All of these can be done from our funding page.
3. Invest Your Account: Choose your preferred investment, such as real estate, private funds, precious metals, or notes. Ensure your investment complies with IRS regulations. Then, submit all necessary paperwork to Directed IRA, ensuring it’s titled in the name of your IRA. Directed IRA will review, process, and execute the investment on your behalf.
At Directed IRA, we believe in keeping SDIRAs simple and affordable for everyone! Our pricing structure for all account types is straightforward, with no surprises. Unlike some competitors—fees will not increase based on the value of your account. Learn more.
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3033 N Central Ave STE 400,
Phoenix, AZ 85012
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Directed IRA is a Tradename of Directed Trust Company. Directed Trust Company performs the duties of a directed custodian, and as such does not provide due diligence to third parties on prospective investments, platforms, sponsors or service providers, and does not sell investments or provide investment, legal, or tax advice. Directed Trust Company is not an FDIC-insured financial institution. Alternative investments are not insured by the FDIC; are not deposits or other obligations of, or guaranteed by Directed Trust Company or any of its divisions; and are subject to investment risks, including possible loss of the principal amount invested. While uninvested funds in certain types of Directed Trust Company accounts may be eligible for FDIC pass-through deposit insurance, certain conditions must be satisfied for such insurance coverage to apply. 2025 Directed Trust Company
Mat Sorensen, Attorney, CEO, and Founder of Directed IRA, wrote the #1 book on self-directed IRAs – selling over 50,000 copies nationwide. The Self Directed IRA Handbook is a comprehensive guide written for both investors and advisors alike. Download your free copy today!
