Welcome to the
Directed IRA Podcast

The #1 podcast on self-directing your
IRAs and taking control of your retirementâ„¢

Directed IRA Podcast Overview

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.

What is a Self-Directed IRA?
Getting Started (Episode 1:)

Ep.109  – Don’t Miss the Solo 401K Deadline – They’re Here

Ep.109 – Don’t Miss the Solo 401K Deadline – They’re Here

In this episode, we break down the deadlines and strategies for contributing to your Solo 401(k) plan. If you’re an S Corporation owner or a sole proprietor, this information is crucial. Discover how to reduce your taxable income, set up your Solo 401(k) plan, and start building your retirement nest egg. Don’t miss out on these valuable tips and strategies to secure your financial future.

AND DONT FORGET, SEPTEMBER 15th IS THE LAST DAY TO CONTRIBUTE!

Ep.108  – Top 10 IRA Questions and Answers 2023

Ep.108 – Top 10 IRA Questions and Answers 2023

In this episode, Mat goes solo to tackle the most pressing Roth IRA questions of 2023. Whether you’re considering a Roth IRA or exploring self-directing options, Mat provides thorough answers and valuable insights to help you make informed decisions. Don’t miss out on the essential knowledge and tools you need to secure your financial future

Ep.107  – Is Michael Burry telling you to Self-Direct your IRA?

Ep.107 – Is Michael Burry telling you to Self-Direct your IRA?

In this episode, we delve into the unspoken insights of Michael Burry, famed for ‘The Big Short.’ His $1.5 billion bet against the S&P 500 and NASDAQ underscores our message: self-direction counters market volatility. Burry’s move isn’t about quick profits; it’s tactical investing. Invest in what you know, like tangible assets such as real estate, freeing your IRA from stock market constraints. Discover how to capitalize on insider knowledge legally and explore more.

Ep.105  Avoid These 5 Common Roth Conversion Mistakes

Ep.105 Avoid These 5 Common Roth Conversion Mistakes

Join Mat and Mark as they break down the 5 most common mistakes clients make when converting their Traditional IRA money to Roth!

Roth conversions remain popular as many fear that tax rates will only increase in the next few years, so why not convert now at lower tax rates and let the account grow and come out tax-free at retirement?

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