173 Episodes

  1. EP 13 - What Happens to an IRA or 401k When the Owner Dies?

    Published: 2/12/2021

  2. EP 12 - Due Diligence Top Ten List When Investing

    Published: 2/4/2021

  3. EP 11 - Can I Own GameStop Stock with my Roth?

    Published: 1/29/2021

  4. EP 10 - Private Lending and Hard Money Loans with a Self-Directed IRA or Solo 401(k)

    Published: 1/22/2021

  5. EP 9 - Investing in Bitcoin and other Cryptocurrency with a Self-Directed IRA or Solo(k)

    Published: 1/15/2021

  6. EP 8 - Starting a Business with Your Self-Directed IRA or 401(k)

    Published: 12/21/2020

  7. EP 7 - OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

    Published: 12/14/2020

  8. EP 6 - Investing in a Private Company, Private Fund, or Small Business with your Self Directed IRA or Solo 401k

    Published: 12/4/2020

  9. EP 5 - How to Invest in Real Estate with a Self-Directed IRA or Solo 401(k)

    Published: 11/11/2020

  10. EP 4 - How to use an IRA/LLC or Checkbook IRA

    Published: 10/27/2020

  11. EP 3 - Self-Directed IRA Rules

    Published: 10/12/2020

  12. EP 2 - Investment Options with a Self-Directed IRA and 401(k)

    Published: 9/21/2020

  13. EP 1 - What is a Self-Directed IRA? Getting Started

    Published: 9/2/2020

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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.