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 17 – When Does Your IRA Have to Pay Taxes? UBIT and UDFI Explained

EP 17 – When Does Your IRA Have to Pay Taxes? UBIT and UDFI Explained

Mat and Mark outline how you can invest in Bitcoin and other Cryptocurrency with an IRA or 401k. They go over the three strategies available which can all be accomplished at Directed IRA. 1. Having your IRA directly own a crypto trading account at Gemini through our special strategic relationship (no IRA/LLC required). 2. Using an IRA/LLC where the LLC bank checking account is linked to a wallet/exchange of your choice. 3. Buying Bitcoin Trusts or ETF (Grayscale/Osprey). They also discuss tax benefits of using a retirement account, cold storage options, and fees to expect in the process.

Inherited IRAs: Requirements and Tips

Inherited IRAs: Requirements and Tips

If you’ve inherited an IRA from a parent or another loved one, it is likely that you have an Inherited IRA (aka, Beneficiary IRA). These can be powerful accounts, but you need to understand the Required Minimum Distribution (“RMD”) rules for your Inherited IRA to...

EP 17 – When Does Your IRA Have to Pay Taxes? UBIT and UDFI Explained

EP 16 – How to Invest in Bitcoin and Other Cryptocurrency with a Self-Directed IRA or 401k

Mat and Mark outline how you can invest in Bitcoin and other Cryptocurrency with an IRA or 401k. They go over the three strategies available which can all be accomplished at Directed IRA. 1. Having your IRA directly own a crypto trading account at Gemini through our special strategic relationship (no IRA/LLC required). 2. Using an IRA/LLC where the LLC bank checking account is linked to a wallet/exchange of your choice. 3. Buying Bitcoin Trusts or ETF (Grayscale/Osprey). They also discuss tax benefits of using a retirement account, cold storage options, and fees to expect in the process.

EP 17 – When Does Your IRA Have to Pay Taxes? UBIT and UDFI Explained

EP 15 – How to Invest in a Private Company Before it Goes Public (pre-IPO)

How to Invest in a Private Company Before it Goes Public (pre-IPO). Join Mat Sorensen and Aaron Halderman of Directed IRA along with Special Guest Chris Loeffler CEO and Co-Founder of Caliber – The Wealth Development Company. As they discuss the different investment opportunities and stages of when a private company will offer stock to investors (including self-directed IRA investors) before the company goes public. From angel investor to VC seed funding rounds to crowdfunding rounds to Reg A offerings.

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