173 Episodes

  1. Ep 33- Roth IRA vs. Trad. IRA - The Great Debate

    Published: 7/14/2021
  2. EP 32 - OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

    Published: 7/6/2021
  3. EP 31 - 401(k) and ROTH Strategies

    Published: 6/25/2021
  4. EP 30 - Who Should I List As The Beneficiary Of My Self-Directed IRA or 401(k)?

    Published: 6/16/2021
  5. EP 29 Can You Move Crypto Into Your Roth IRA?

    Published: 6/9/2021
  6. EP 28 - Roth IRAs for Kids: Rules and Steps to Establish

    Published: 6/7/2021
  7. EP 27 - OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

    Published: 6/1/2021
  8. EP 26 - What is a Health Savings Account (HSA) and How Can You Self-Direct It?

    Published: 5/21/2021
  9. EP 25 - Extension Deadlines: IRA & 401k Strategies

    Published: 5/13/2021
  10. EP 24 - OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

    Published: 5/10/2021
  11. EP 23 - The Coverdell ESA and How To Maximize It

    Published: 5/3/2021
  12. EP 22 - Rentals, Flips, and Vacation Homes in an IRA

    Published: 4/26/2021
  13. EP 21 - Strategies For Moving an Old IRA to a Self-Directed IRA

    Published: 4/19/2021
  14. EP 20 - IRA Partnering with Individuals or Other Accounts

    Published: 4/9/2021
  15. EP 19 - OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

    Published: 4/2/2021
  16. EP 18 - Roth IRA Conversions and Chunking Strategies

    Published: 3/26/2021
  17. EP 17 - When Does Your IRA Have to Pay Taxes?

    Published: 3/19/2021
  18. EP 16 - How to Invest in Bitcoin and Other Cryptocurrency with a Self-Directed IRA or 401k

    Published: 3/10/2021
  19. EP 15 - How to Invest in a Private Company before they list on the Public Exchanges

    Published: 2/22/2021
  20. EP 14 - OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

    Published: 2/19/2021

8 / 9

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.