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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 50 – Open Forum Show – Self-Directed Retirement Plan Questions
Mark and Mat explain ways people get stuck when it comes to self-directing their retirement account (not enough money, don’t have a deal) and give ideas and strategies on how to get unstuck so that you can self-direct into the types of assets you know and want in your accounts such as real estate, notes, crypto, small businesses, LLCs, and private companies and funds.
EP 49 – Invest Your IRA in a Start-up or Small Business
Investing your IRA into a Start-up is HUGE for getting great returns on your money. Diversify your investments and start looking into start-ups that could make you big money for your retirement. Small businesses might need your money.
EP 48 – Saving for College: 529 vs Coverdell vs ROTH IRA
There are a few options and accounts that can be used to save for college. Mat and Mark break them down the 529, Coverdell IRA (aka, ESA), and the Roth IRA and explain why a Coverdell and a kids Roth IRA are better than a 529.
2021 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.
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