173 Episodes

  1. Ep.72: 6 Common Mistakes Investors Make with IRA LLCs and Checkbook IRAs

    Published: 10/10/2022
  2. EP71 Open Forum: Your Questions Answered on Real Estate in a Roth IRA, Short Term Rentals, UBIT Tax

    Published: 9/27/2022
  3. EP 70: Analyzing Investments for Retirement Accounts

    Published: 9/16/2022
  4. EP 69: Student Loan Debt Crisis and The Solution - Coverdell ESAs, 529 and Roth IRAs

    Published: 9/7/2022
  5. Roth IRA vs. Health Savings Account (HSA): Which Is Better?

    Published: 8/31/2022
  6. Investing Strategies! What Would The Bank Do? Top 10 Due Diligence Checklist!

    Published: 8/22/2022
  7. EP 66: Open Forum

    Published: 8/16/2022
  8. Ep 65/Webinar: 6 ways to protect your IRA or 401K in a recession

    Published: 7/26/2022
  9. Ep. 64 Raising Capital from IRAs & 401(K)s

    Published: 7/18/2022
  10. EP 63: Open Forum

    Published: 7/11/2022
  11. EP 62: Solo 401(k) Required Filings and Avoiding Common Mistakes.

    Published: 6/28/2022
  12. Ep 61: Analyzing a Rental Property & Investing with your Self-Directed IRA

    Published: 6/22/2022
  13. Ep 61: Analyzing a Rental Property & Investing with your Self-Directed IRA

    Published: 6/20/2022
  14. EP 60: How to move my IRA and 401(K) around?

    Published: 6/6/2022
  15. Open Forum - Answering your difficult Self-Directed IRA questions

    Published: 6/1/2022
  16. Ep 58- 5 Common Mistakes when Self-Directing

    Published: 5/7/2022
  17. Ep 57- Mega Back Door Roth Revealed

    Published: 4/15/2022
  18. Ep 56- Leveraging your IRA Investment with Debt

    Published: 4/11/2022
  19. Ep 55- SECURE Act 2.0: You're going to Love It!

    Published: 4/1/2022
  20. Ep 54- OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

    Published: 3/25/2022

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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.