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:)
Ep.129 – Lawyer EXPLAINS: What to do if you have an Inherited IRA
We discuss how Inheriting a retirement account can be overwhelming. Learn the options available for spouses and non-spouse beneficiaries, and discover how to make the most of your inheritance. Find out about the spousal rollover, investment strategies, and the importance of consulting professionals. Navigate the complexities of inherited IRAs with confidence.
Ep.128 – Who Should be YOUR Beneficiary of your IRA or 401K?
In this episode, Mat and Mark emphasize the importance of proper beneficiary designations for retirement accounts. They highlight a critical story that illustrates the significance of updating your beneficiary information, emphasizing that even if you have a will or a trust, your beneficiary designation form trumps all.
Ep.127 – Biden’s new Proposal is about to kill ROTH Conversion…
Is Biden’s new proposal about to kill Roth Conversions? Check out my video and I’ll explain.
Ep.126 – How to Trade Crypto TAX-FREE? Crypto IRA Account
Mat explains how buying crypto in self-directed IRAs can save you millions in taxes.
Ep.125 – How Much You Should Have in Your 401(k) by Age
Join us as we explore the essential guidelines and strategies for gauging your retirement savings progress. Learn about setting clear financial goals, understanding the 4% rule, and supercharging your savings through strategic planning. We’ll get into investment strategies and provide age-specific savings targets to help you achieve financial security in your golden years. Tune in to take control of your financial future.
Ep.124 – Is This a Good Deal for my IRA?
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.
Ep.123 – Buying Crypto in Your IRA – Trading, Staking, and Mining
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.
Ep.122 – Turn Your Old Employer 401k into a Million Dollars
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.
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