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 32 – Open Forum – Answering Your Self-Directing Questions
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more.
EP 31 – 401k and ROTH Strategies
In this week’s episode of the Directed IRA Podcast, Mark and Mat outline a variety of strategies to help you take control of your retirement and maximize your retirement savings.
EP 30 – Who Should I List as my Beneficiary for my Self-Directed IRA or Solo 401k
Choosing a beneficiary for your retirement accounts isn’t always a clear-cut decision. In this episode of the Directed IRA podcast, Mark and Mat outline the pros and cons of a variety of designation options to help you make the best decision for you.
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 28 – Roth IRAs for Kids: Rules and Steps to Establish
Mark and Mat explain how you can open and fund a ROTH IRA for your children, grandchildren, or even your nieces and nephews. Pass on a legacy.
EP 27 OPEN FORUM SHOW – Self-Directed Retirement Plan Questions
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more.
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 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.
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