Directed IRA
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Directed IRA is an industry leader and provider of self-directed retirement accounts. We offer alternative investment capability with unmatched expertise, professionalism, and care. We make self-direction easy, and will always be the company we would use for our own accounts. Named to the Inc5000 list for fastest growing companies in the U.S. for 2023.
AZREIA members get $150 discount on their first year’s annual fee, by using the promo code AZREIA150 on any new application.
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We are a self-directed plan provider with 6 types of tax-exempt plans to help you get Uncle Sam out of your pocket when it comes to your real estate investment gains.
Our self-directed plans include: Traditional IRAs, Roth IRAs, SEP IRAs, Solo 401Ks, Health Savings Plans, and Coverdell Education Savings Plans.
At Directed IRA by Directed Trust Company, our vision is to be the leader in the self-directed retirement industry by offering alternative investment capability with unmatched expertise and care. Our website has a ton of education and ideas for Mega Back Door Roths and other strategies for investing with your IRA.
Key Company Facts:
*Over $1.7B+ in Assets Under Custody
*Over 16,000 client accounts
*Regulated Trust Company by the Arizona Department of Insurance and Financial Institutions
*Annual outside audits by third-party CPAs
Set Up Your New Account With A Specialist
Schedule a new account phone appointment with one of our experienced Senior Account Executives, CLICK HERE.
We are the industry leader in self-directed IRA education!
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Why Choose Directed IRA by Directed Trust Company
Self-Direct Your IRA. Invest in What You Know.
Take Control of Your Retirement™.
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Why Work With Directed IRA?
Founded by two leading tax attorneys in the self-directed retirement industry.
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Mat Sorensen
Founder and CEO of Directed IRA & Directed Trust Company, is an attorney, best-selling author, and a national speaker and expert on self-directed retirement accounts.
Mat has been at the forefront of the self-directed IRA industry since 2006. He wrote The Sef-Directed IRA Handbook, which is the most widely used book in the self-directed IRA industry that has sold over 50,000+ copies.
Mat is also a VIP Contributor at Entrepreneur and has been cited, referenced, or quoted by the Wall Street Journal, Forbes, and The Guardian on self-directed topics.
Mark Kohler
Founder and Board Member, is an attorney, CPA, and best-selling author of 4 books (3 of which have chapters on self-directed IRAs).
Mark is a regular commentator on network television on tax, retirement, and legal topics. He is a top-rated podcast host, national speaker, and personal and small business tax and legal expert.
He helps clients build and protect wealth through wealth management strategies, and business and tax remedies often overlooked in this challenging, ever-changing economic climate. His seminars have helped tens of thousands of individuals and small business owners navigate the maze of legal, regulatory, and financial laws to greater success and wealth.
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Executive & Management Team
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Board of Directors
Mathew Sorensen and Mark Kohler serve on the board of directors along with John Shekarchi, Lou Bachetti, and John Sabey.
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