Directed IRA Podcast
A podcast by Mat Sorensen and Mark Kohler
173 Episodes
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Ep 33- Roth IRA vs. Trad. IRA - The Great Debate
Published: 7/14/2021 -
EP 32 - OPEN FORUM SHOW - Self-Directed Retirement Plan Questions
Published: 7/6/2021 -
EP 31 - 401(k) and ROTH Strategies
Published: 6/25/2021 -
EP 30 - Who Should I List As The Beneficiary Of My Self-Directed IRA or 401(k)?
Published: 6/16/2021 -
EP 29 Can You Move Crypto Into Your Roth IRA?
Published: 6/9/2021 -
EP 28 - Roth IRAs for Kids: Rules and Steps to Establish
Published: 6/7/2021 -
EP 27 - OPEN FORUM SHOW - Self-Directed Retirement Plan Questions
Published: 6/1/2021 -
EP 26 - What is a Health Savings Account (HSA) and How Can You Self-Direct It?
Published: 5/21/2021 -
EP 25 - Extension Deadlines: IRA & 401k Strategies
Published: 5/13/2021 -
EP 24 - OPEN FORUM SHOW - Self-Directed Retirement Plan Questions
Published: 5/10/2021 -
EP 23 - The Coverdell ESA and How To Maximize It
Published: 5/3/2021 -
EP 22 - Rentals, Flips, and Vacation Homes in an IRA
Published: 4/26/2021 -
EP 21 - Strategies For Moving an Old IRA to a Self-Directed IRA
Published: 4/19/2021 -
EP 20 - IRA Partnering with Individuals or Other Accounts
Published: 4/9/2021 -
EP 19 - OPEN FORUM SHOW - Self-Directed Retirement Plan Questions
Published: 4/2/2021 -
EP 18 - Roth IRA Conversions and Chunking Strategies
Published: 3/26/2021 -
EP 17 - When Does Your IRA Have to Pay Taxes?
Published: 3/19/2021 -
EP 16 - How to Invest in Bitcoin and Other Cryptocurrency with a Self-Directed IRA or 401k
Published: 3/10/2021 -
EP 15 - How to Invest in a Private Company before they list on the Public Exchanges
Published: 2/22/2021 -
EP 14 - OPEN FORUM SHOW - Self-Directed Retirement Plan Questions
Published: 2/19/2021
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.