Directed IRA Podcast
A podcast by Mat Sorensen and Mark Kohler
173 Episodes
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Open Forum: Your Questions Answered on Self Directed Retirement Accounts
Published: 3/13/2023 -
Ep.91 Investing in Private Funds with your IRA
Published: 3/6/2023 -
Ep. 90 Lending and Notes with your Self-Directed IRA & 401K
Published: 2/28/2023 -
Ep. 89. Raising Private Money for Real Estate with Amy Mahjoory - Special Guest Episode
Published: 2/17/2023 -
Ep.88 Investing in Distressed Assets
Published: 2/13/2023 -
Ep.87 Secure 2.0 & Law Changes to IRA'S & 401K'S in 2023
Published: 2/7/2023 -
Ep.86 SOLO 401K VS. SEP IRA
Published: 1/31/2023 -
WEBINAR 21: Investing in Alternative Assets with and IRA or 401k
Published: 1/23/2023 -
Ep.84 Putting Your Sleepy IRA and 401K $ to Work: Transfer and Roll Over Rules
Published: 1/17/2023 -
EP.83 Your 2023 Savings Goal for Your IRA and 401k.
Published: 1/6/2023 -
EP.82 HUGE CHANGES TO IRA'S AND 401 K'S - NEW LAWS IN AFFECT
Published: 1/4/2023 -
WEBINAR 20: How much do you need in your IRA or 401k to retire?
Published: 12/28/2022 -
Ep.80 Backdoor Roth IRA for 2023 and Beyond
Published: 12/9/2022 -
EP. 79 Roth Conversions and Chunking Before Year End
Published: 12/1/2022 -
EP78: How To Fund Your Deal With Other People's IRAs
Published: 11/22/2022 -
EP 77: Open Forum - Self-Directed IRA Q&A on Start-Ups, Syndicates, RMD, Crypto, FDIC, Side Door Solo 401k
Published: 11/14/2022 -
New Contribution Limits 2023
Published: 11/7/2022 -
EP 75: Roth Accounts for Realtors and Brokers
Published: 11/2/2022 -
EP 74: How To Do A Kid's Roth IRA
Published: 10/25/2022 -
Ep.73: Solo 401(k) Structures and Strategies
Published: 10/17/2022
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.