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.73: Solo 401k Structure and Strategies
In this webinar Mat Sorensen, CEO, and Aaron Halderman, COO of Directed IRA discussed everything you need to know about Solo 401(k)s including:
- 4 Key Points to Consider When Using a Solo 401(k)
- Do I Need an LLC to have a Solo 401(k)
- What are the Qualifications.
- What is a Side-door Solo 401(k)
- Increased Contribution Limits for 2022.
- UDFI Tax
- Contribution Deadlines: Rules, Steps, and Strategies
Mat & Aaron also answered numerous Solo 401k questions regarding account qualification and types of strategies.
Download the presentation slides that include the Solo 401(k) Account Guide.
Ep.72: 6 Common Mistakes Investors Make with IRA LLCs and Checkbook IRAs
The IRA LLC and Checkbook IRA is one of the best tax savings tools. It provides many opportunities but you’ve got to know the rules to avoid making mistakes.
Think of this podcast episode as your “IRA LLC Safety Class,” led by Mat Sorensen and Mark J. Kohler as they guide you past possible pitfalls including
- Wrong Set up for Your IRA LLC or Checkbook IRA.
- Why You Must Respect The Prohibited Transaction Rules.
- Incorrectly Putting Money into Your IRA.
- Misunderstanding Taking a Distribution.
- The Consequences of Not Keeping Your LLC Up To Date.
- Operating Incorrectly Your Checkbook IRA with Case Studies.
Take notes and listen to this episode again to maximize the power of IRA LLCs and Checkbook IRAs!
Self-Directed IRA Versus Solo 401(k)
Many self-directed investors have the option of choosing between a self-directed IRA or a self-directed solo 401k. Both accounts can be self-directed so that you can invest in any investment allowed by law such as real estate, LLCs, precious metals, or private company...
Stuck With a 401K Loan and Leaving Your Job
Have you taken a loan from your employer 401(k) plan and plan on leaving? Unfortunately, most company plans will require you to repay the loan within 60 days, or they will distribute the amount outstanding on the loan from your 401(k) account. Its one of the ways they...
Most Popular
