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Directed IRA Learn Page

The #1 education source on self-directing your
IRAs and take control of your retirementâ„¢

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

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.

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

EP 14 – OPEN FORUM SHOW – Self-Directed Retirement Plan Questions

Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. We’re going to be talking about farm animals, real estate, cryptocurrency, stable coins, and much more. Questions include: After retirement can I live in an Airbnb my IRA owns? Can an IRA invest in race horses? Can a group of people invest in a multi-member LLC? These questions and many more are answered in this week’s Open Forum podcast.

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

EP 13 – What happens to an IRA or 401k when the owner dies?

This week on the Directed IRA Podcast make sure to join mark and mat as they discuss all the variables for the best tax, legal, and family planning situation when it comes to inheriting an IRA or 401k. New rules went into effect recently on your options when inheriting an IRA or 401k.

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

EP 12 – Due Diligence Top Ten List When Investing

Mark and Mat go over the top ten items you should consider when making an investment. Whether using a self-directed IRA or other funds, these ten items or more (we may go over ten) are critical to consider when investing in real estate, a private company, a private fund, or when loaning money to someone else.

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