173 Episodes

  1. Solo 401(k) - Contributions, Rules & FAQs

    Published: 2/2/2024
  2. Is This a Good Deal for my IRA?

    Published: 1/26/2024
  3. Buying Crypto in Your IRA - Trading, Staking, and Mining

    Published: 1/18/2024
  4. Gettin Started with a Self-Directed IRA or 401(k)

    Published: 1/12/2024
  5. Turn Your Old Employer 401k into a Million Dollars

    Published: 1/11/2024
  6. Tax-Free Investing & Contribution Deadlines: Your Self-Directed Account Questions Answered

    Published: 1/2/2024
  7. Solo 401(k) Contribution Limits and Deadlines - 2024

    Published: 12/29/2023
  8. Cryptocurrency and Precious Metals in Your Retirement Account

    Published: 12/28/2023
  9. How to take YOUR Small Business to a Publicly Traded Company Managing Alternative Assets

    Published: 12/20/2023
  10. Everything You Need to Know About the Backdoor Roth IRA in 2024

    Published: 12/14/2023
  11. Your Questions: Roth Conversions and Backdoor Roth IRA

    Published: 12/7/2023
  12. Year-End Retirement Account Tips and Tricks

    Published: 11/29/2023
  13. Don't Do This With Your Self-Directed IRA

    Published: 11/21/2023
  14. The Solo 401K - The Ins and Outs

    Published: 11/15/2023
  15. Open Forum: 2024 Contribution Limits and Answering your Self-Directed IRA Questions!

    Published: 11/8/2023
  16. Self-Directed Case Studies: Real World Application

    Published: 10/26/2023
  17. The Power of Checkbook Control: IRA LLC Explained

    Published: 10/25/2023
  18. Investing in Self-Storage with AJ Osborne and Mat Sorensen

    Published: 10/17/2023
  19. Buying International Real Estate

    Published: 10/6/2023
  20. Open Forum: Answering your Self-Directed Account Questions!

    Published: 9/21/2023

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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.