173 Episodes

  1. Ep 53 - Real Estate Development in an IRA

    Published: 3/22/2022
  2. Ep 52- Deadlines for 2021 Contributions: There's Still Time

    Published: 3/4/2022
  3. Ep 51- IRA/LLC for Staking, Defi, & Crypto

    Published: 2/25/2022
  4. Ep 50- OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

    Published: 2/23/2022
  5. Ep 49- Invest Your IRA in a Start-up or Small Business

    Published: 2/10/2022
  6. Ep 48- Saving for College: 529 v Coverdell v ROTH IRA

    Published: 1/24/2022
  7. Ep 47- OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

    Published: 1/14/2022
  8. Ep 46- The Truth about IRA/LLCs: Alive and Well

    Published: 1/1/2022
  9. Ep 45- Roth Conversions before Year-End: Live Free or Die Hard

    Published: 12/20/2021
  10. Ep 44- Getting money in and out of your IRA without screwing it up

    Published: 12/10/2021
  11. Ep 43 Legislation Update and Open Forum

    Published: 11/25/2021
  12. EP 42 - OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

    Published: 11/1/2021
  13. EP 41 - Buying and Selling Land in Your IRA

    Published: 10/4/2021
  14. EP 40 - Fixing an Excess Roth Contribution

    Published: 9/30/2021
  15. EP 39 - Backdoor Roth IRA - Roth IRAs For Everyone

    Published: 9/17/2021
  16. EP 38 - How to Flip Real Estate in an IRA

    Published: 9/8/2021
  17. EP 37 - How To Mine Crypto In Your IRA

    Published: 8/26/2021
  18. EP 36 - OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

    Published: 8/11/2021
  19. EP 35 - Getting Unstuck With Self-Directing

    Published: 7/30/2021
  20. Ep 34 - Should Insurance Be Used for Retirement

    Published: 7/21/2021

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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.