Welcome to the
Directed IRA Learn Page
The #1 education source on self-directing your
IRAs and take control of your retirement™
Podcast
![](https://directedira.com/wp-content/uploads/2024/01/MSBPodcast2023.jpg)
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
![](https://directedira.com/wp-content/uploads/2020/10/blog_360x203.jpg)
Videos
FREE Quick Start Guides
![](https://directedira.com/wp-content/uploads/2020/10/quickstartGuide_210x270.jpg)
Latest
![Episode 8: Starting a Business with Your Self-Directed IRA or 401(k)](https://directedira.com/wp-content/uploads/2020/10/podcast_250x250.jpg)
Episode 8: Starting a Business with Your Self-Directed IRA or 401(k)
Your IRA or solo(k) can start and fund a small business. Tax lawyers and co-founders of Directed IRA, Mat Sorensen and Mark Kohler cover the three common strategies small business owners should know when looking to start a small business with their retirement account funds. They cover using an IRA/LLC, utilizing a solo(k) or other 401(k) with a participant loan, and the Rollover on Business Start-Ups (ROBS) structure which includes a c-corp and a specialty 401(k). The right structure to use depends on the small business owner’s situation and there isn’t a one-size-fits-all strategy.
![Episode 8: Starting a Business with Your Self-Directed IRA or 401(k)](https://directedira.com/wp-content/uploads/2020/10/podcast_250x250.jpg)
Episode 7: 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.
![Episode 8: Starting a Business with Your Self-Directed IRA or 401(k)](https://directedira.com/wp-content/uploads/2020/10/podcast_250x250.jpg)
Episode 6: Investing in a Private Company, Private Fund, or Small Business
Tax attorneys Mat Sorensen and Mark Kohler outline how self-directed IRAs and solo 401(k)s can invest in private funds and small businesses. Private funds include private equity funds, venture capital funds, real estate funds, crowding offerings, and all sorts of PPMs (private placement memorandums). Mat and Mark give examples of recent Directed IRA customer’s investments into private funds. These investment assets have become popular for self-directed investors but investors need to make sure they understand the investment docs and the IRA rules. This podcast covers IRA rules, process, and tax and legal issues to consider when investing your retirement into a private fund or small business.
![Back Door Roth IRA Rules and Steps](https://directedira.com/wp-content/uploads/2020/12/backdoorRothIRA_ArticleImage.png)
Back Door Roth IRA Rules and Steps
Roth IRAs can be established and funded for high-income earners by using what is known as the “back door” Roth IRA contribution method. Many high-income earners believe that they can’t contribute to a Roth IRA because they make too much money and/or because they...