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The #1 education source on self-directing your
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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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EP 27 OPEN FORUM SHOW – Self-Directed Retirement Plan Questions
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more.
Properly Completing IRS Form W-9 for Your IRA/LLC or Checkbook Control IRA
Many self-directed IRA investors use an IRA/LLC (aka “checkbook-controlled IRA”) to hold their self-directed IRA investments. For an overview, see my video here. When using the IRA/LLC structure, the name of the LLC is on the title to the assets, and the LLC’s bank...
Buying Cryptocurrency With Your IRA
Avoid taxes and the headache of reporting to the IRS by buying crypto with your IRA. There are 3 major benefits to buying Crypto with your IRA: The gains from buying and selling crypto are not taxable when done in your IRA. Similar to buying and selling stock in your...
EP 26 – What is a Health Savings Account (HSA) and How Can You Self-Direct It?
Self-direct your HSA and invest in what you know. Listen as Mark shows how he uses his HSA to invest in owning Cows, Hay, Crypto Mining, and a rental in Chicago that he bought ten years ago. Mark explains how his rental in Chicago paid for his daughter’s braces. Mat uses his HSA to invest in public stocks and crypto. Why an HSA? You get a tax deduction when you put money in and it comes out when you have medical tax-free at any age.
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