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Directed IRA Learn Page
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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Latest
EP 25 – Extension Deadlines: IRA & 401k Strategies
Extension dates in ANY year bring with them other important deadlines regarding IRA, Roth, HSA, and ESA contributions. Mat and Mark break down the #s and the strategies to consider when facing these regular deadlines.
EP 24 – Open Forum – Answering Your Self-Directing 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.
EP 23 – The Coverdell ESA and How to Maximize it!
The Coverdell ESA – or Educational Savings Account is one of the best options to save for college expenses tax-free. Like a ROTH IRA or Health Savings Account, any investments inside the ESA will grow tax-free and come out tax-free, but only for qualified education expenses. In this episode, Mark and Mat cover all things Coverdell ESA from the origin and history to the many benefits a Coverdell ESA can provide for your kids and grandkids.
EP 22 – Investing in Rentals, Flips, and Vacation Homes With Your IRA
Yes, your IRA can own real estate. From the rental down the street, to a flip in another city, to a short-term vacation rental – these are all investments you can own with a Self-Directed IRA at Directed IRA. Mat and Mark break down the rules and structures for these common investments.