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
Videos
FREE Quick Start Guides
Latest
EP 77: Open Forum – Self-Directed IRA Q&A on Start-Ups, Syndicates, RMD, Crypto, FDIC, Side Door Solo 401k
Bestselling authors, Mat Sorensen of, “The Self-Directed IRA Handbook,” and Mark J. Kohler, “The Tax & Legal Playbook,” answer your questions on buying alternative assets with retirement accounts including:
- Investing in a start-up with a Roth IRA.
- What happens to a 401k or self-directed IRA that has invested in a syndication when retiring.
- How to best plan for Required Minimum Distribution (RMD).
- The difference between a Trust Company vs. Third Party Administrator (TPA).
- What you need to know about FDIC Insurance when investing in alternative assets.
- Understand the Side Door Solo 401k.
EP 76: New Contribution Limits 2023
Mat Sorensen and Mark J. Kohler explain everything you need to know about the increased contribution limits for 2022. They walk through the rules and common strategies people use to get more money into their retirement accounts. They show how to avoid jacking up your account. This episode will have you perfectly prepared to max out your retirement account!
Solo 401k Special 2022 – Learn more
EP 75: Roth Accounts for Realtors and Brokers
As a real estate professional, you can have a major edge. There is $35 trillion in retirement accounts in the U.S. that can buy real estate! Bestselling authors, Mat Sorensen and Mark J. Kohler explain a powerful strategy to sell more real estate and walk you through the structure of it step-by-step (you can see the whiteboard diagramming via the YouTube link). Are you a realtor? Are you using a tax-free bucket? There are so many gems in this podcast episode that will get you excited about real estate investing.
Additional Resources:
- Download ”Investing in Real Estate with an IRA” Quick Start Guide
- Listen to The Power of The Solo 401k Episode on Main Street Business Podcast
- Solo 401k Special – Learn more
EP 74: How To Do a Kid’s Roth IRA
How can you be the best parents? Get your kids saving!
Bestselling authors, Mat Sorensen and Mark J. Kohler share their real-life experiences of how they got their kids set up with Roth IRAs. In this podcast episode, they walk you through the exact steps to create a legacy for your children. They also provide a very useful tax tool to be able to turbo-charge saving with small steps.
When you help your kids understand money, they have the ability to build wealth. Get a pad and pen ready because you’ll want to write down the Kid’s Roth IRA strategy!
Most Popular
