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:)
2021 Solo 401(k) Contribution Deadlines: Rules, Steps, and Strategies
As 2021 has come to an end, it is critical that Solo 401(k) owners understand when and how to make their 2021 contributions. There are three important deadlines you must know if you have a Solo 401(k) or if you plan to set one up still for 2021. A Solo 401(k) is a...
EP 46 – The Truth About IRA/LLCs: Alive and Well
There are common mistakes people make when getting money in and out of their IRA and other retirement accounts. Mat and Mark outline the common contribution, distribution, and funding mistakes retirement account owners make and explain how to avoid these common pitfalls.
EP 45 – Roth Conversions before Year End Live Free or Die Hard
There are common mistakes people make when getting money in and out of their IRA and other retirement accounts. Mat and Mark outline the common contribution, distribution, and funding mistakes retirement account owners make and explain how to avoid these common pitfalls.
EP 44 – Getting Money In and Out of Your IRA Without Screwing It Up
There are common mistakes people make when getting money in and out of their IRA and other retirement accounts. Mat and Mark outline the common contribution, distribution, and funding mistakes retirement account owners make and explain how to avoid these common pitfalls.
EP 43 – Legislative Update and Open Forum
Mark and Mat explain ways people get stuck when it comes to self-directing their retirement account (not enough money, don’t have a deal) and give ideas and strategies on how to get unstuck so that you can self-direct into the types of assets you know and want in your accounts such as real estate, notes, crypto, small businesses, LLCs, and private companies and funds.
The IRS Increases 2022 Contribution Limits to SEP IRAs and Solo 401(k)s for Business Owners
Many investors and financial professionals are familiar with the primary benefits of a Roth IRA: that the plan’s investments grow tax-free and come out tax-free. But if tax-free investing isn’t enough to get you excited, rest assured, there are more benefits to the Roth IRA.
EP 42 – Open Forum Show
Mark and Mat explain ways people get stuck when it comes to self-directing their retirement account (not enough money, don’t have a deal) and give ideas and strategies on how to get unstuck so that you can self-direct into the types of assets you know and want in your accounts such as real estate, notes, crypto, small businesses, LLCs, and private companies and funds.
EP 41 – Buying and Selling Land in Your IRA
In this Podcast, we covered buying raw land in your IRA or Solo 401(k) for investment holding or to be improved and sold for profit. Mat and Mark explain the prohibited transaction issues, structuring problems, and when taxes may apply when doing certain development or improvement activities.
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