Directed IRA - Phoenix, Arizona
Address: 3033 N Central Ave STE 400, Phoenix, AZ 85012, United States.
Phone: 6028999396.
Website: directedira.com
Specialties: Financial institution, Investment company, Investment service.
Other points of interest: Language assistance, Wheelchair-accessible car park, Wheelchair-accessible entrance, LGBTQ+ friendly, Transgender safe space, On-site parking.
Opinions: This company has 1175 reviews on Google My Business.
Average opinion: 4.9/5.
📌 Location of Directed IRA
⏰ Open Hours of Directed IRA
- Monday: 8 am–5 pm
- Tuesday: 8 am–5 pm
- Wednesday: 8 am–5 pm
- Thursday: Closed
- Friday: 8 am–5 pm
- Saturday: Closed
- Sunday: Closed
Directed IRA: A Comprehensive Guide
For individuals seeking to maximize their retirement savings and enjoy greater control over their investments, a Directed IRA presents a compelling alternative to traditional retirement accounts. Located at 3033 N Central Ave STE 400, Phoenix, AZ 85012, United States, and reachable at Phone: 6028999396, Directed IRA offers a sophisticated approach to retirement planning. Their website, Website: directedira.com, provides detailed information and resources for prospective clients. Directed IRA specializes as a Financial institution, Investment company, and Investment service, catering to a diverse range of investor needs.
What is a Directed IRA A Directed IRA is essentially a traditional IRA that allows an account holder to direct their assets to a specific investment provider, rather than being limited to the choices offered by the financial institution sponsoring the IRA. This offers unparalleled flexibility and control. Typically, a traditional IRA allows you to choose investments within the plan offered by the custodian. However, with a Directed IRA, you can select any investment â including alternative investments, private equity, hedge funds, and real estate â as long as the chosen provider complies with IRS regulations. This is particularly beneficial for those with sophisticated investment strategies or those seeking to diversify their portfolio beyond traditional stocks and bonds.
Key Features and Benefits:
- Investment Flexibility: The most significant advantage is the ability to invest in virtually any asset class.
- Control Over Investments: Account holders retain complete control over where their retirement funds are allocated.
- Access to Alternative Investments: Opens the door to investments typically unavailable through standard IRAs.
- Tax-Deferred Growth: Like traditional IRAs, earnings grow tax-deferred until withdrawal.
- Estate Planning Advantages: Can be utilized strategically within an estate plan.
Why Choose Directed IRA Directed IRA distinguishes itself through its commitment to client service and its deep understanding of complex investment strategies. They provide comprehensive support throughout the entire process, from initial consultation to ongoing account management. Their team consists of experienced professionals dedicated to helping clients achieve their retirement goals. The companyâs reputation is reflected in its impressive Average opinion: 4.9/5 rating based on 1175 reviews on Google My Business. Furthermore, Directed IRA operates with a strong focus on client satisfaction, offering Language assistance, a Wheelchair-accessible car park, a Wheelchair-accessible entrance, and a welcoming LGBTQ+ friendly and Transgender safe space. On-site parking is also available, ensuring convenience for clients.
Additional Points of Interest:
Service | Description |
---|---|
Consultation | Personalized financial advice to determine the suitability of a Directed IRA. |
Account Setup | Streamlined process for establishing a Directed IRA. |
Investment Management | Ongoing support in selecting and managing investments. |
Compliance | Ensuring all transactions adhere to IRS regulations. |
Reporting | Detailed account statements and performance reports. |
Who is a Directed IRA Right For Directed IRAs are particularly well-suited for:
- High-Net-Worth Individuals: Those with substantial assets seeking greater investment control.
- Sophisticated Investors: Individuals with a strong understanding of investment strategies.
- Those Seeking Alternative Investments: Investors interested in accessing private equity, hedge funds, or real estate.
- Estate Planning Professionals: Advisors looking for a tool to incorporate into their clientâs estate plans.
Important Considerations: While a Directed IRA offers significant advantages, itâs crucial to understand the associated responsibilities. Account holders are responsible for ensuring that the chosen investment provider complies with all IRS regulations. Careful due diligence and thorough research are essential before directing assets to any external provider. It's recommended to consult with a qualified financial advisor to determine if a Directed IRA aligns with your individual circumstances and financial goals. Directing assets requires meticulous planning and adherence to IRS guidelines to avoid potential penalties.
Contact Information:
- Address: 3033 N Central Ave STE 400, Phoenix, AZ 85012, United States
- Phone: 6028999396
- Website: directedira.com
Directed IRA is committed to providing a secure and reliable platform for investors seeking greater control and flexibility in their retirement planning. Their dedication to client service, combined with their expertise in complex investment strategies, makes them a valuable partner in achieving long-term financial success.