173 Episodes

  1. How to Invest in Venture Capital & Startups (ft. Mat Sorensen & Chris Lustrino)

    Published: 8/16/2024
  2. The Best College Saving Strategies!

    Published: 8/1/2024
  3. Solo 401(k) or SEP IRA: Determining the Best Retirement Strategy for the Self-Employed

    Published: 7/25/2024
  4. Real Estate Opportunities in Today’s Market with Noah Brocious

    Published: 7/18/2024
  5. The Complete Guide to Self-Directed IRAs: Top 10 FAQs Answered

    Published: 7/11/2024
  6. How to Invest in Real Estate Using a Self-Directed 401(k) or IRA

    Published: 7/4/2024
  7. Crowdfunding Real Estate: Inside a Self-Directed IRA or 401K

    Published: 6/27/2024
  8. The Ultimate Guide to Self-Directed Roth IRAs

    Published: 6/14/2024
  9. Self-Directed IRA Summer School

    Published: 6/12/2024
  10. The Benefits of Kids Roth IRAs and Teaching Financial Literacy

    Published: 5/30/2024
  11. Why do you need an IRA/LLC.. [everything you need to know]

    Published: 5/23/2024
  12. Social Security Alert - What Is Your Plan?!

    Published: 5/16/2024
  13. WEIRD Investments you can make with a Self-Directed IRA

    Published: 5/9/2024
  14. 51 minutes of Pure Advice on how to Build Wealth

    Published: 4/25/2024
  15. What to do if you have an Inherited IRA.

    Published: 4/11/2024
  16. Who's the beneficiary of your IRA or 401K? Beware!

    Published: 4/11/2024
  17. How much you should have in your 401k by age

    Published: 4/3/2024
  18. Open Forum: The RIGHT way to Invest with your Self-Directed IRA

    Published: 4/2/2024
  19. Open Forum: Self Directed Account Questions from the Internet!

    Published: 3/29/2024
  20. Open Forum: The Ins and Outs of Self-Directing Your Retirement Account

    Published: 2/27/2024

2 / 9

A show dedicated to educating and informing self-directed IRA and 401(k) investors on strategies, investments, legal structures, tax rules, and pitfalls. Hosted by tax lawyers Mat Sorensen and Mark Kohler who are also co-founders of Directed IRA & Directed Trust Company (https://directedira.com) where they have provided self-directed accounts for thousands of customers. They cover and discuss Roth IRAs, solo(k)s, prohibited transactions, real estate, start-ups, notes, PPMs, PE/VC Funds, UBIT/UDFI, IRA/LLCs (aka, checkbook IRAs), and share examples and stories from their thousands of clients who have self-directed their retirement for decades.