Directed IRA Podcast Podcast Artwork Image

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.
Episodes
EP 66: Open ForumAugust 16, 2022 Episode artwork Ep 65/Webinar: 6 ways to protect your IRA or 401K in a recessionJuly 26, 2022 Episode artwork Ep. 64 Raising Capital from IRAs & 401(K)sJuly 18, 2022 Episode artwork EP 63: Open ForumJuly 11, 2022 Episode artwork EP 62: Solo 401(k) Required Filings and Avoiding Common Mistakes.June 28, 2022 Episode artwork Ep 61: Analyzing a Rental Property & Investing with your Self-Directed IRAJune 22, 2022 Episode artwork EP 60: How to move my IRA and 401(K) around? June 06, 2022 Episode artwork Open Forum - Answering your difficult Self-Directed IRA questionsMay 31, 2022 Episode artwork Ep 58- 5 Common Mistakes when Self-Directing May 07, 2022 Episode artwork Ep 57- Mega Back Door Roth RevealedApril 15, 2022 Episode artwork Ep 56- Leveraging your IRA Investment with DebtApril 11, 2022 Episode artwork Ep 55- SECURE Act 2.0: You're going to Love It!April 01, 2022 Episode artwork Ep 54- OPEN FORUM SHOW - Self-Directed Retirement Plan QuestionsMarch 25, 2022 Episode artwork Ep 53 - Real Estate Development in an IRA March 22, 2022 Episode artwork Ep 52- Deadlines for 2021 Contributions: There's Still TimeMarch 04, 2022 Episode artwork Ep 51- IRA/LLC for Staking, Defi, & CryptoFebruary 25, 2022 Episode artwork Ep 50- OPEN FORUM SHOW - Self-Directed Retirement Plan QuestionsFebruary 22, 2022 Episode artwork Ep 49- Invest Your IRA in a Start-up or Small BusinessFebruary 10, 2022 Episode artwork Ep 48- Saving for College: 529 v Coverdell v ROTH IRAJanuary 24, 2022 Episode artwork Ep 47- OPEN FORUM SHOW - Self-Directed Retirement Plan QuestionsJanuary 14, 2022 Episode artwork Ep 46- The Truth about IRA/LLCs: Alive and WellJanuary 01, 2022 Episode artwork Ep 45- Roth Conversions before Year-End: Live Free or Die HardDecember 20, 2021 Episode artwork Ep 44- Getting money in and out of your IRA without screwing it upDecember 10, 2021 Episode artwork Ep 43 Legislation Update and Open ForumNovember 25, 2021 Episode artwork EP 42 - OPEN FORUM SHOW - Self-Directed Retirement Plan QuestionsNovember 01, 2021 Episode artwork