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Documents for: New Accounts Applications
Documents for: Beneficiary, Interested Party, Personal information
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Documents for: Contributions, Employer Rollover, Investment Income, or Notes.
Documents for: Paid Expedited Requests, Same Day / Next Day Service
Documents for: Transfer Request (cash, in-kind or both)
Documents for: Distributions, Conversions, and Expense Payments
Documents for: Fair Market Valuations, Sale of Assets or Notes, Note Modifications, Asset Assignments to/from LLCs
Documents for: New Investments (including Stock, ETF, Mutual Funds, and Crypto) and Additional Investments or Capital Calls
Documents for: In-Kind Transfers

Self-Directed IRA Getting Started Resources

New to self-directed retirement accounts? These resources are designed to help you understand the fundamentals and get started the right way.

 

Access curated webinars, guides, and educational content covering investment options, account structures, and the rules that govern self-directed IRAs.

 

Enter your information below to access the resources. 

By downloading The Self-Directed IRA Handbook Resources, you opt-in to receive marketing communications from Directed Trust Company. Unsubscribe at anytime.

Get Access to SDIRA Handbook Resources

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. Get access to your SDIRA Handbook resources today!

By downloading The Self-Directed IRA Handbook Resources, you opt-in to receive marketing communications from Directed Trust Company. Unsubscribe at anytime.

Beginner's Guide:
How to Self-Direct Your IRA

By downloading Beginner's Guide: How to Self-Direct Your IRA, you opt-in to receive marketing communications from Directed Trust Company. Unsubscribe at anytime.

#1 Book
on Self-Directed IRAs

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!

By downloading The Self-Directed IRA Handbook, you opt-in to receive marketing communications from Directed Trust Company. Unsubscribe at anytime.