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 20 – IRA Partnering with individuals or other accounts

EP 20 – IRA Partnering with individuals or other accounts

Partnering in your IRA and other retirement accounts can be a powerful strategy that can open the doors to more investment opportunities. But, buyer beware, there are some unique rules that come with these types of partnerships. Mat and Mark break down all the rules to help you stay up to date with these industry-leading strategies. Take control of your retirement by investing in what you know.

EP 20 – IRA Partnering with individuals or other accounts

EP 18 – Roth IRA Conversions and Chunking Strategies

Roth IRAs and Roth 401(k)s grow and come out tax-free at retirement. Mark and Mat outline the steps to get to Roth (it’s for high-income earners too) from traditional IRA or 401(k)s and cover the sweet spots to keep the tax burden low when converting to Roth.

EP 20 – IRA Partnering with individuals or other accounts

EP 17 – When Does Your IRA Have to Pay Taxes? UBIT and UDFI Explained

Mat and Mark outline how you can invest in Bitcoin and other Cryptocurrency with an IRA or 401k. They go over the three strategies available which can all be accomplished at Directed IRA. 1. Having your IRA directly own a crypto trading account at Gemini through our special strategic relationship (no IRA/LLC required). 2. Using an IRA/LLC where the LLC bank checking account is linked to a wallet/exchange of your choice. 3. Buying Bitcoin Trusts or ETF (Grayscale/Osprey). They also discuss tax benefits of using a retirement account, cold storage options, and fees to expect in the process.

EP 20 – IRA Partnering with individuals or other accounts

EP 16 – How to Invest in Bitcoin and Other Cryptocurrency with a Self-Directed IRA or 401k

Mat and Mark outline how you can invest in Bitcoin and other Cryptocurrency with an IRA or 401k. They go over the three strategies available which can all be accomplished at Directed IRA. 1. Having your IRA directly own a crypto trading account at Gemini through our special strategic relationship (no IRA/LLC required). 2. Using an IRA/LLC where the LLC bank checking account is linked to a wallet/exchange of your choice. 3. Buying Bitcoin Trusts or ETF (Grayscale/Osprey). They also discuss tax benefits of using a retirement account, cold storage options, and fees to expect in the process.

EP 20 – IRA Partnering with individuals or other accounts

EP 15 – How to Invest in a Private Company Before it Goes Public (pre-IPO)

How to Invest in a Private Company Before it Goes Public (pre-IPO). Join Mat Sorensen and Aaron Halderman of Directed IRA along with Special Guest Chris Loeffler CEO and Co-Founder of Caliber – The Wealth Development Company. As they discuss the different investment opportunities and stages of when a private company will offer stock to investors (including self-directed IRA investors) before the company goes public. From angel investor to VC seed funding rounds to crowdfunding rounds to Reg A offerings.

EP 20 – IRA Partnering with individuals or other accounts

EP 14 – OPEN FORUM SHOW – Self-Directed Retirement Plan Questions

Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. We’re going to be talking about farm animals, real estate, cryptocurrency, stable coins, and much more. Questions include: After retirement can I live in an Airbnb my IRA owns? Can an IRA invest in race horses? Can a group of people invest in a multi-member LLC? These questions and many more are answered in this week’s Open Forum podcast.

EP 20 – IRA Partnering with individuals or other accounts

EP 13 – What happens to an IRA or 401k when the owner dies?

This week on the Directed IRA Podcast make sure to join mark and mat as they discuss all the variables for the best tax, legal, and family planning situation when it comes to inheriting an IRA or 401k. New rules went into effect recently on your options when inheriting an IRA or 401k.

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