Welcome to the
Directed IRA Learn Page

The #1 education source on self-directing your
IRAs and take control of your retirementâ„¢


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.


Articles written on the subject of how you can self-direct your IRA. Read from the industry thought leaders and other contributors. Learn more about Directed IRA and how we help you take control of your retirement.


Watch multiple educational videos on how to self-direct your IRAs and solo 401(k)s. Learn the strategies that our clients have implemented to save for their retirement and invest in what they know.

FREE Quick Start Guides

Read the latest quick start guides on how to get started in the different investment types. Real Estate, IRA/LLC, Cryptocurrency, and many others. These are the most comprehensive guides in the industry.


EP 19 OPEN FORUM SHOW – Self-Directed Retirement Plan Questions

EP 18 – Roth IRA Conversions and Chunking Strategies

Roth IRAs and Roth 401(k)s grow and come out tax-free at retirement. Mark and Mat outline the steps to get to Roth (it’s for high-income earners too) from traditional IRA or 401(k)s and cover the sweet spots to keep the tax burden low when converting to Roth.

Contribution Deadline for IRAs and More Changed to May 17th

Contribution Deadline for IRAs and More Changed to May 17th

What is the last day to contribute to an IRA for 2020? Taxpayers now have until May 17, 2021, to contribute to their Individual Retirement Accounts (IRAs), Health Savings Accounts (HSAs), and Coverdell Education Savings Accounts (ESAs), according to a statement by the...

EP 19 OPEN FORUM SHOW – Self-Directed Retirement Plan Questions

EP 17 – When Does Your IRA Have to Pay Taxes? UBIT and UDFI Explained

Mat and Mark outline how you can invest in Bitcoin and other Cryptocurrency with an IRA or 401k. They go over the three strategies available which can all be accomplished at Directed IRA. 1. Having your IRA directly own a crypto trading account at Gemini through our special strategic relationship (no IRA/LLC required). 2. Using an IRA/LLC where the LLC bank checking account is linked to a wallet/exchange of your choice. 3. Buying Bitcoin Trusts or ETF (Grayscale/Osprey). They also discuss tax benefits of using a retirement account, cold storage options, and fees to expect in the process.

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