Welcome to the
Directed IRA Podcast

The #1 podcast on self-directing your
IRAs and taking control of your retirement™

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 30 – Who Should I List as my Beneficiary for my Self-Directed IRA or Solo 401k

EP 29 – Can You Move Crypto Into Your Roth IRA?

Mark and Mat answer your questions about owning crypto in a Roth IRA, like: “Can you move crypto you already own to a Roth IRA?” “How do I save taxes on crypto I already own?” “If I use an IRA to own crypto, can I access my money before retirement?” and more.

EP 30 – Who Should I List as my Beneficiary for my Self-Directed IRA or Solo 401k

EP 26 – What is a Health Savings Account (HSA) and How Can You Self-Direct It?

Self-direct your HSA and invest in what you know. Listen as Mark shows how he uses his HSA to invest in owning Cows, Hay, Crypto Mining, and a rental in Chicago that he bought ten years ago. Mark explains how his rental in Chicago paid for his daughter’s braces. Mat uses his HSA to invest in public stocks and crypto. Why an HSA? You get a tax deduction when you put money in and it comes out when you have medical tax-free at any age.

EP 30 – Who Should I List as my Beneficiary for my Self-Directed IRA or Solo 401k

EP 25 – Extension Deadlines: IRA & 401k Strategies

Extension dates in ANY year bring with them other important deadlines regarding IRA, Roth, HSA, and ESA contributions. Mat and Mark break down the #s and the strategies to consider when facing these regular deadlines.

EP 30 – Who Should I List as my Beneficiary for my Self-Directed IRA or Solo 401k

EP 23 – The Coverdell ESA and How to Maximize it!

The Coverdell ESA – or Educational Savings Account is one of the best options to save for college expenses tax-free. Like a ROTH IRA or Health Savings Account, any investments inside the ESA will grow tax-free and come out tax-free, but only for qualified education expenses. In this episode, Mark and Mat cover all things Coverdell ESA from the origin and history to the many benefits a Coverdell ESA can provide for your kids and grandkids.

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