173 Episodes

  1. Debate: Mat and Kris Krohn debate whether to grow wealth in real estate or in an IRA or 401k

    Published: 9/14/2023
  2. Don't Miss the Solo 401K Deadline - They're Here

    Published: 9/13/2023
  3. Top 10 Roth IRA Questions and Answers 2023

    Published: 9/11/2023
  4. Is Michael Burry telling you to Self-Direct your IRA?

    Published: 8/24/2023
  5. Real Estate Deals on TV vs. Real Life: Behind-the-Scenes with Amy Mahjoory from HGTV

    Published: 8/21/2023
  6. 5 Common Mistakes in Roth Conversions

    Published: 8/14/2023
  7. Ep.104 Alternative Assets in a Self-directed IRA or 401K

    Published: 7/17/2023
  8. Open Forum: Answering your Self-Directed Account Questions

    Published: 7/11/2023
  9. Ep.103 Kid Roth's - Summertime Savings Strategies

    Published: 6/21/2023
  10. Ep.102 How to Best Use an IRA LLC

    Published: 6/12/2023
  11. Veena Jetti on Multi Family in Todays Market - Best Practices & Competitive Strategies - Webinar

    Published: 6/8/2023
  12. Ep.101 ROTH IRA VS ROTH 401K - The Great Debate!

    Published: 5/31/2023
  13. Open Forum: Answering Your Self-Directed IRA Questions!

    Published: 5/17/2023
  14. Ep.100 How Your IRA Can Flip Real Estate?

    Published: 5/5/2023
  15. Ep.99 Using an IRA or 401K to Fund a Business

    Published: 5/1/2023
  16. Webinar: Self-Directed Case Study with Gary Chung

    Published: 4/24/2023
  17. Open Forum: Answering Your Self-Directed IRA Questions!

    Published: 4/17/2023
  18. Ep.96 IRA & 401k Deadlines and Limits 22' & 23'

    Published: 4/7/2023
  19. Open Forum: Answering your Self-Directed Questions

    Published: 3/30/2023
  20. Webinar 22: Banking Crisis and How to Protect Your Cash? W/ Guest Jonathan Morris CEO of Titan Bank

    Published: 3/16/2023

4 / 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.