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Directed IRA Podcast

Mark Kohler and Mat Sorensen

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 (www.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.

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Top 10 Directed IRA Podcast Episodes

Best episodes ranked by Goodpods Users most listened

Ep 55- SECURE Act 2.0: You're going to Love It!

Directed IRA Podcast

04/01/22 • 41 min

Mat and Mark break down the new SECURE Act. New information on the SEP, Simple IRA, 401ks, and Roth accounts have finally been released and investors will want to ensure they know all of the latest information!
For more info make sure to check out DirectedIRA.com

Ep 54- OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

Directed IRA Podcast

03/25/22 • 28 min

Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast

Ep 53 - Real Estate Development in an IRA

Directed IRA Podcast

03/22/22 • 40 min

Mark and Mat discuss ways to purchase, develop, and sell real estate in your retirement account. Get tax savings and keep more of your profits. They'll also talk about if and when UBIT comes into play. Learn more at DirectedIRA.com

Ep 52- Deadlines for 2021 Contributions: There's Still Time

Directed IRA Podcast

03/04/22 • 42 min

Check out this week's episode as Mat and Mark give you dates and strategies for making contributions to your retirement accounts. For more info get over to DirectedIRA.com

Ep 51- IRA/LLC for Staking, Defi, & Crypto

Directed IRA Podcast

02/25/22 • 30 min

Mat and Mark talk about using IRAs and 401ks with LLCs to do the following crypto strategies: Defi, Altcoin, Staking, and how to use a hardware wallet off-exchange. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast

Ep 50- OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

Directed IRA Podcast

02/23/22 • 47 min

Ep 49- Invest Your IRA in a Start-up or Small Business

Directed IRA Podcast

02/10/22 • 39 min

Investing your IRA into a Start-up is HUGE for getting great returns on your money. Diversify your investments and start looking into start-ups that could make you big money for your retirement. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast

Ep 48- Saving for College: 529 v Coverdell v ROTH IRA

Directed IRA Podcast

01/24/22 • 29 min

Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat weigh the pros and cons of the 529, Roth IRA, and Coverdale when saving for college. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast

Ep 47- OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

Directed IRA Podcast

01/14/22 • 62 min

Ep 56- Leveraging your IRA Investment with Debt

Directed IRA Podcast

04/11/22 • 48 min

Mat and Mark talk about the ins and outs of getting the most out of your IRA. Being smart with your good debt is crucial in this financial landscape. Leveraging your IRA investments rather than using your own equity is possible and can be a huge asset. For more info make sure to check out DirectedIRA.com

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