Directed IRA Podcast
A podcast by Mat Sorensen and Mark Kohler
173 Episodes
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Ep.72: 6 Common Mistakes Investors Make with IRA LLCs and Checkbook IRAs
Published: 10/10/2022 -
EP71 Open Forum: Your Questions Answered on Real Estate in a Roth IRA, Short Term Rentals, UBIT Tax
Published: 9/27/2022 -
EP 70: Analyzing Investments for Retirement Accounts
Published: 9/16/2022 -
EP 69: Student Loan Debt Crisis and The Solution - Coverdell ESAs, 529 and Roth IRAs
Published: 9/7/2022 -
Roth IRA vs. Health Savings Account (HSA): Which Is Better?
Published: 8/31/2022 -
Investing Strategies! What Would The Bank Do? Top 10 Due Diligence Checklist!
Published: 8/22/2022 -
EP 66: Open Forum
Published: 8/16/2022 -
Ep 65/Webinar: 6 ways to protect your IRA or 401K in a recession
Published: 7/26/2022 -
Ep. 64 Raising Capital from IRAs & 401(K)s
Published: 7/18/2022 -
EP 63: Open Forum
Published: 7/11/2022 -
EP 62: Solo 401(k) Required Filings and Avoiding Common Mistakes.
Published: 6/28/2022 -
Ep 61: Analyzing a Rental Property & Investing with your Self-Directed IRA
Published: 6/22/2022 -
Ep 61: Analyzing a Rental Property & Investing with your Self-Directed IRA
Published: 6/20/2022 -
EP 60: How to move my IRA and 401(K) around?
Published: 6/6/2022 -
Open Forum - Answering your difficult Self-Directed IRA questions
Published: 6/1/2022 -
Ep 58- 5 Common Mistakes when Self-Directing
Published: 5/7/2022 -
Ep 57- Mega Back Door Roth Revealed
Published: 4/15/2022 -
Ep 56- Leveraging your IRA Investment with Debt
Published: 4/11/2022 -
Ep 55- SECURE Act 2.0: You're going to Love It!
Published: 4/1/2022 -
Ep 54- OPEN FORUM SHOW - Self-Directed Retirement Plan Questions
Published: 3/25/2022
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.