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AI Prospecting for Directed IRA

Directed IRA provides self-directed retirement account services for investors looking to diversify into alternative assets.
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Company data:

Company size:

29 employees

Industry

Financial Services

Headquarters:

Phoenix, Arizona, USA

Investment round:

N/A

ARR:

N/A

Key stakeholders

These are the current top-level decision-makers at the company and their LinkedIn profiles. Check them for recent activity and updates

Kellie Jackson
President, Pto
Rebekah S. Schram
Chief Operating Officer
Brad Barbieri
Owner

Latest news about Directed IRA

Here are some of the most recent media mentions. Use them in your sales prospecting to qualify a prospect's buyer intent and personalize outreach with the latest company updates

For 2025, Self-Directed IRAs maintain a $7,000 annual contribution limit, with a $1,000 catch-up contribution for those 50 and older. The SECURE 2.0 Act allows individuals aged 60-63 to make catch-up contributions of up to $11,250 in workplace retirement plans. The RMD age is now 73, and phase-out ranges for Traditional and Roth IRA contributions have been adjusted to $79,000-$89,000 and $150,000-$165,000, respectively[1][5].

For 2025, the IRS has adjusted the income phase-out ranges for Traditional and Roth IRA contributions. For Traditional IRAs, the phase-out range is $79,000 to $89,000 for single filers and $126,000 to $146,000 for married couples filing jointly. For Roth IRAs, the range is $150,000 to $165,000 for singles and heads of household, and $236,000 to $246,000 for married couples filing jointly. Additionally, certain new employer-sponsored retirement plans must automatically enroll eligible employees with a minimum 3% contribution rate[1][5].

For 2025, the IRS has increased the contribution limits for 401(k), 403(b), and government 457 plans to $23,500, and for those aged 60-63, catch-up contributions can be up to $11,250. Automatic enrollment in new employer-sponsored retirement plans is now required, starting with a 3% contribution rate[1][5].

Open job positions at Directed IRA

This company is actively hiring to fill these roles. Use this for sales prospecting if your solution assists, augments, or provides an alternative for the growing team and position.

Looks like we couldn't find any open jobs at this company at the moment. But we'll keep looking!
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