Welcome to the
Directed IRA Podcast
The #1 podcast on self-directing your
IRAs and taking control of your retirement™
Directed IRA Podcast Overview
Join our hosts, seasoned tax lawyers Mat Sorensen and Mark Kohler, co-founders of Directed IRA & Directed Trust Company, as they navigate the intricate landscape of strategies, investments, legal structures, tax rules, and potential pitfalls for investors in the realm of self-directed retirement accounts.
What is a Self-Directed IRA?
Getting Started (Episode 1:)
Join us as we explore the various assets your Self-directed IRA can own, from real estate to private funds and crypto. Discover the benefits and considerations of investing in different assets with your retirement account. As tax and business lawyers, we provide insights into what makes a good investment for your IRA and share examples to help you navigate your investment journey.
Mark and Mat dive into the renewed interest in cryptocurrency investing. They explore the evolving crypto landscape, from Bitcoin reaching new highs to the SEC’s approval of ETFs.
In this Directed IRA Podcast episode, Mark and I explore the transformation of your former employer’s 401(k) into a potent wealth generator. Discover how to break free from Wall Street, minimize fees, and unlock your retirement funds’ full potential. Learn about the Rule of 72 for tax-free money doubling every six years.
Dive into a lively discussion with Mat and Mark as they tackle crucial Roth conversion deadlines, 2023 tax implications, and compliance details for various LLC-owned retirement accounts. Amidst festive banter and a sprinkle of holiday attire, explore insights into self-directed retirement accounts, Solo 401(k) contributions, VRBO taxes, and creating Tax-Free Real Estate Investments.
Join Mat Sorensen and Nate Hare as they tear apart the complexities of contribution rules, deadlines, and benefits associated with Solo 401(k)s.
Learn the differences between owning Crypto assets directly and using funds. We discuss various methods, including dedicated Crypto IRAs and setting up LLCs, simplifying the options for you. Our preferred platform, Gemini, ensures a secure and regulated approach to managing your Crypto IRA.
Join us as Chris Loeffler, the CEO of Caliber Wealth, shares insights into Caliber’s evolution, the real estate market’s current landscape, and valuable lessons learned along the way. Whether you’re an investor, entrepreneur, or real estate enthusiast, this episode is packed with wisdom.
Mat and Mark delve into the strategic approach of establishing and funding Roth IRAs for high-income earners through the innovative ‘back door’ Roth IRA contribution method. Often, high-income individuals assume they are ineligible for Roth IRA contributions due to their earnings or participation in a company 401k plan. Discover how the ‘back door’ method offers a viable solution to unlock the benefits of Roth IRAs for individuals in this financial bracket.