Welcome to the
Directed IRA Podcast
The #1 podcast on self-directing your
IRAs and taking control of your retirementâ„¢
![](https://directedira.com/wp-content/uploads/2024/03/DirectedIRAPodcast2024-scaled.jpg)
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 68: Roth IRA vs. Health Savings Account (HSA): Which Is Better?](https://directedira.com/wp-content/uploads/2020/10/podcast_250x250.jpg)
EP 68: Roth IRA vs. Health Savings Account (HSA): Which Is Better?
If you only had $5,000, would you put it in a Roth IRA or a Health Savings Account (HSA) account?
Watch The Great Debate between tax attorneys and bestselling authors, Mat Sorensen & Mark J. Kohler on how to best grow your money tax-free.
![EP 68: Roth IRA vs. Health Savings Account (HSA): Which Is Better?](https://directedira.com/wp-content/uploads/2020/10/podcast_250x250.jpg)
EP 67: Investing Strategies! What Would The Bank Do? Top 10 Due Diligence Checklist!
Is there a deal you’re considering? Are you aware of the investment risks?
You need to ask yourself some hard questions to protect yourself. Here are the top 10 tips on how to minimize your risk with a simple, yet powerful list of questions that will show you how to negotiate like a serious investor and protect you from bad deals.
In this episode, Mat Sorensen and Mark J. Kohler not only talk in detail about how to analyze if a deal is a good fit for you, they give real-life examples to help you recognize if a deal has red flags!
By the end of this Directed IRA Podcast episode, you’ll have an understanding of • How to read subscription documents • The danger of no-risk sky-high returns • If the deal in front of you is good for you • If the partners involved have your best interests • The ability to take control of your self-directed IRA investments
![EP 68: Roth IRA vs. Health Savings Account (HSA): Which Is Better?](https://directedira.com/wp-content/uploads/2020/10/podcast_250x250.jpg)
EP 66: Open Forum
Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more.
![EP 68: Roth IRA vs. Health Savings Account (HSA): Which Is Better?](https://directedira.com/wp-content/uploads/2020/10/podcast_250x250.jpg)
EP 65: 6 Ways to Protect Your IRA or 401K in a Recession
In this webinar Mat Sorensen and Aaron Halderman covered 6 ways to protect your IRA or 401K in a recession.
We discussed:
Should you ever sell your assets
When to hold cash
Analyzing whether to sell stocks and mutual funds
Does a Roth Conversion make sense in 2022?
Assets that perform well during a recession
How alternative investments can help with portfolio diversification
![EP 68: Roth IRA vs. Health Savings Account (HSA): Which Is Better?](https://directedira.com/wp-content/uploads/2020/10/podcast_250x250.jpg)
EP 64: Raise Capital from IRAs & 401Ks
Whether you’re trying to raise $50,000 or $50 million, there is $30 trillion in U.S. retirement accounts. IRAs can always self-direct. Therefore, you are allowed to invest in alternative assets like real estate with an IRA or Solo 401k.In this episode Mat Sorensen and Mark J Kohler show: 3 Steps to Unlock Money and, 3 Ways to Raise Capital from IRAs and 401ks. The 3 strategies Mat and Mark explain in detail are: Lender, Partner, Investor. Grab a pen and paper to take notes as Mat & Mark reveal many gems on how to successfully raise capital! To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast
![EP 68: Roth IRA vs. Health Savings Account (HSA): Which Is Better?](https://directedira.com/wp-content/uploads/2020/10/podcast_250x250.jpg)
EP 63: Open Forum
Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast
![EP 68: Roth IRA vs. Health Savings Account (HSA): Which Is Better?](https://directedira.com/wp-content/uploads/2020/10/podcast_250x250.jpg)
EP 62: Solo 401(k) Required Filings and Avoiding Common Mistakes
Mat and Mark outline common mistakes made in solo 401(k)s (aka, QRPs) when it comes to creation, documentation, contributions, handling of funds, and filings. They cover plan documents and update requirements (required every 6 years) as well as 5500-EZ solo 401(k) tax return filings. To learn more check out Mat’s article: Solo 401K Form 5500 Tax Filing and Five-Point Compliance Checklist at www.matsorensen.com
![Solo 401K Form 5500 Tax Filing and Five-Point Compliance Checklist](https://directedira.com/wp-content/uploads/2022/06/01_Compliance_725x310px.jpg)
Solo 401K Form 5500 Tax Filing and Five-Point Compliance Checklist
Solo 401(k)s have become a popular retirement plan option for self-employed persons. These plans put the business owner in control of the plan but with that control also comes responsibility. Unfortunately, many solo 401(k) plans are not...