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.125 – How Much You Should Have in Your 401(k) by Age

Ep.125 – How Much You Should Have in Your 401(k) by Age

Join us as we explore the essential guidelines and strategies for gauging your retirement savings progress. Learn about setting clear financial goals, understanding the 4% rule, and supercharging your savings through strategic planning. We’ll get into investment strategies and provide age-specific savings targets to help you achieve financial security in your golden years. Tune in to take control of your financial future.

The Backdoor Roth Strategy

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

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?

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.

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