Welcome to the
Directed IRA Learn Page
The #1 education source on self-directing your
IRAs and take control of your retirementâ„¢
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
Videos
FREE Quick Start Guides
Latest
The Backdoor Roth Strategy
Uncover the secret strategy high-income earners are using for tax-free retirement savings. Say goodbye to Roth IRA contribution limits. Explore the potential of the “Backdoor” Roth IRA approach and how it can revolutionize your financial future.
2024 Tax Reporting for Your Self-Directed IRA
Self-Directed IRA investors must be aware of their self-directed IRA tax reporting responsibilities. Some of these items are completed by your IRA custodian and others are the IRA owner’s sole responsibility. Here’s a quick summary of what should be reported to the IRS each year for your self-directed IRA. Make sure you know how these items are coordinated on your account as the ultimate authority and responsible tax person on the account is, you, the account owner.
Ep.124 – Is This a Good Deal for my IRA?
Join us as we explore the various assets your Self-directed IRA can own, from real estate to private funds and crypto. Discover the benefits and considerations of investing in different assets with your retirement account. As tax and business lawyers, we provide insights into what makes a good investment for your IRA and share examples to help you navigate your investment journey.
Ep.123 – Buying Crypto in Your IRA – Trading, Staking, and Mining
Mark and Mat dive into the renewed interest in cryptocurrency investing. They explore the evolving crypto landscape, from Bitcoin reaching new highs to the SEC’s approval of ETFs.