Welcome to the
Directed IRA Learn Page

The #1 education source on self-directing your
IRAs and take control of your retirement™

Podcast

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

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.

Videos

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.

Latest

EP 65: 6 Ways to Protect Your IRA or 401K in a Recession

EP 65: 6 Ways to Protect Your IRA or 401K in a Recession

In this webinar Mat Sorensen and Aaron Halderman covered 6 ways to protect your IRA or 401K in a recession.

We discussed:
Should you ever sell your assets
When to hold cash
Analyzing whether to sell stocks and mutual funds
Does a Roth Conversion make sense in 2022?
Assets that perform well during a recession
How alternative investments can help with portfolio diversification

EP 65: 6 Ways to Protect Your IRA or 401K in a Recession

EP 64: Raise Capital from IRAs & 401Ks

Whether you’re trying to raise $50,000 or $50 million, there is $30 trillion in U.S. retirement accounts. IRAs can always self-direct. Therefore, you are allowed to invest in alternative assets like real estate with an IRA or Solo 401k.In this episode Mat Sorensen and Mark J Kohler show: 3 Steps to Unlock Money and, 3 Ways to Raise Capital from IRAs and 401ks. The 3 strategies Mat and Mark explain in detail are: Lender, Partner, Investor. Grab a pen and paper to take notes as Mat & Mark reveal many gems on how to successfully raise capital! To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast

EP 65: 6 Ways to Protect Your IRA or 401K in a Recession

EP 63: Open Forum

Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving 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 65: 6 Ways to Protect Your IRA or 401K in a Recession

EP 62: Solo 401(k) Required Filings and Avoiding Common Mistakes

Mat and Mark outline common mistakes made in solo 401(k)s (aka, QRPs) when it comes to creation, documentation, contributions, handling of funds, and filings. They cover plan documents and update requirements (required every 6 years) as well as 5500-EZ solo 401(k) tax return filings. To learn more check out Mat’s article: Solo 401K Form 5500 Tax Filing and Five-Point Compliance Checklist at www.matsorensen.com

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