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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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Do Good with Your IRA and Pay Zero Tax on Your Required Minimum Distributions
Required Minimum Distributions (RMD) from IRAs can be a burden for taxpayers as they raise your annual income levels and can boost you into a higher tax bracket. By using the Qualified Charitable Distribution (QCD) Rule, there is a way for IRA’s to do good and for the...
Episode 5: How to Invest in Real Estate with a Self-Directed IRA or Solo 401
Tax attorneys and hosts Mat Sorensen and Mark Kohler explain how your self-directed IRA or solo 401(k) can invest in real estate. Mat and Mark explain the process, rules, steps, and common real estate deals and investments made by self-directed investors (rentals, fix and flip, partnerships, wholesale/options).
Self-Directed IRAs, Real Estate Crowdfunding, and UBIT Tax Explained
The most common asset class for self-directed IRA accounts is real estate. Real estate investments for self-directed IRAs come in various forms from simple single-family rentals owned 100% by the IRA to LLC or LP investment partnerships with multiple investors in...
IRA Ownership of an LLC: Self-Directed IRAs and IRA/LLCs
There are numerous laws, cases, and regulations to consider in analyzing whether your IRA can own an LLC (commonly referred to as an “IRA/LLC” or a “checkbook control IRA”). Despite the complexity of the law, your IRA can own 100% of the ownership interest of an LLC,...
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