173 Episodes

  1. Open Forum: Your Questions Answered on Self Directed Retirement Accounts

    Published: 3/13/2023
  2. Ep.91 Investing in Private Funds with your IRA

    Published: 3/6/2023
  3. Ep. 90 Lending and Notes with your Self-Directed IRA & 401K

    Published: 2/28/2023
  4. Ep. 89. Raising Private Money for Real Estate with Amy Mahjoory - Special Guest Episode

    Published: 2/17/2023
  5. Ep.88 Investing in Distressed Assets

    Published: 2/13/2023
  6. Ep.87 Secure 2.0 & Law Changes to IRA'S & 401K'S in 2023

    Published: 2/7/2023
  7. Ep.86 SOLO 401K VS. SEP IRA

    Published: 1/31/2023
  8. WEBINAR 21: Investing in Alternative Assets with and IRA or 401k

    Published: 1/23/2023
  9. Ep.84 Putting Your Sleepy IRA and 401K $ to Work: Transfer and Roll Over Rules

    Published: 1/17/2023
  10. EP.83 Your 2023 Savings Goal for Your IRA and 401k.

    Published: 1/6/2023
  11. EP.82 HUGE CHANGES TO IRA'S AND 401 K'S - NEW LAWS IN AFFECT

    Published: 1/4/2023
  12. WEBINAR 20: How much do you need in your IRA or 401k to retire?

    Published: 12/28/2022
  13. Ep.80 Backdoor Roth IRA for 2023 and Beyond

    Published: 12/9/2022
  14. EP. 79 Roth Conversions and Chunking Before Year End

    Published: 12/1/2022
  15. EP78: How To Fund Your Deal With Other People's IRAs

    Published: 11/22/2022
  16. EP 77: Open Forum - Self-Directed IRA Q&A on Start-Ups, Syndicates, RMD, Crypto, FDIC, Side Door Solo 401k

    Published: 11/14/2022
  17. New Contribution Limits 2023

    Published: 11/7/2022
  18. EP 75: Roth Accounts for Realtors and Brokers

    Published: 11/2/2022
  19. EP 74: How To Do A Kid's Roth IRA

    Published: 10/25/2022
  20. Ep.73: Solo 401(k) Structures and Strategies

    Published: 10/17/2022

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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.