Welcome to the
Directed IRA Podcast

The #1 podcast on self-directing your
IRAs and taking control of your retirementâ„¢

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

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

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

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

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

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.

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

EP 12 – Due Diligence Top Ten List When Investing

Mark and Mat go over the top ten items you should consider when making an investment. Whether using a self-directed IRA or other funds, these ten items or more (we may go over ten) are critical to consider when investing in real estate, a private company, a private fund, or when loaning money to someone else.

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

Episode 10: Private Lending and Hard Money Loans with a Self-Directed IRA or Solo 401k

Mat, Mark, and special guest Aaron Halderman, SVP Directed IRA and publisher of the Noteworthy Newsletter discuss private lending basics with an IRA or solo(k). They go over secured versus unsecured, documents involved (note, deed of trust or mortgage), common terms/rates, legal considerations, how Dodd-Frank applies, and the basic self-directed rules and process when making lending investments from a self-directed IRA or solo 401(k).

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