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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.
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Latest
Ep.129 – Lawyer EXPLAINS: What to do if you have an Inherited IRA
We discuss how Inheriting a retirement account can be overwhelming. Learn the options available for spouses and non-spouse beneficiaries, and discover how to make the most of your inheritance. Find out about the spousal rollover, investment strategies, and the importance of consulting professionals. Navigate the complexities of inherited IRAs with confidence.
Ep.128 – Who Should be YOUR Beneficiary of your IRA or 401K?
In this episode, Mat and Mark emphasize the importance of proper beneficiary designations for retirement accounts. They highlight a critical story that illustrates the significance of updating your beneficiary information, emphasizing that even if you have a will or a trust, your beneficiary designation form trumps all.
Ep.127 – Biden’s new Proposal is about to kill ROTH Conversion…
Is Biden’s new proposal about to kill Roth Conversions? Check out my video and I’ll explain.
Ep.126 – How to Trade Crypto TAX-FREE? Crypto IRA Account
Mat explains how buying crypto in self-directed IRAs can save you millions in taxes.
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