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:)
![Episode 9: Investing in Bitcoin and other Cryptocurrency with a Self-Directed IRA or Solo(k)](https://directedira.com/wp-content/uploads/2020/10/podcast_250x250.jpg)
Episode 9: Investing in Bitcoin and other Cryptocurrency with a Self-Directed IRA or Solo(k)
Tax lawyers Mat Sorensen and Mark Kohler explain how you can own Bitcoin and other cryptocurrencies with a self-directed IRA. They outline the legal and tax issues when buying outside an IRA and how a retirement account such as a self-directed Roth IRA can be tax efficient. They outline the process of rolling over funds to a self-directed IRA, investing them into an LLC (IRA/LLC) and linking the LLC bank account to a wallet/exchange, and then using those dollars (fiat currency) for cryptocurrency on an exchange. They also cover the commonly asked storage questions and tax reporting items that commonly are asked.
![College Savings Account: Coverdell Education Savings Account (CESA) vs. 529 Plan](https://directedira.com/wp-content/uploads/2021/01/coverdell_vs_529.png)
College Savings Account: Coverdell Education Savings Account (CESA) vs. 529 Plan
COVERDELL ESA Kids are going back to school after the break and it’s a great time to think about college and to make financial plans for your children or grandchildren’s education. As you consider the different plan options, you’ll want to make sure you know the two...
![Episode 9: Investing in Bitcoin and other Cryptocurrency with a Self-Directed IRA or Solo(k)](https://directedira.com/wp-content/uploads/2020/10/podcast_250x250.jpg)
Episode 8: Starting a Business with Your Self-Directed IRA or 401(k)
Your IRA or solo(k) can start and fund a small business. Tax lawyers and co-founders of Directed IRA, Mat Sorensen and Mark Kohler cover the three common strategies small business owners should know when looking to start a small business with their retirement account funds. They cover using an IRA/LLC, utilizing a solo(k) or other 401(k) with a participant loan, and the Rollover on Business Start-Ups (ROBS) structure which includes a c-corp and a specialty 401(k). The right structure to use depends on the small business owner’s situation and there isn’t a one-size-fits-all strategy.
![Episode 9: Investing in Bitcoin and other Cryptocurrency with a Self-Directed IRA or Solo(k)](https://directedira.com/wp-content/uploads/2020/10/podcast_250x250.jpg)
Episode 7: 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.
![Episode 9: Investing in Bitcoin and other Cryptocurrency with a Self-Directed IRA or Solo(k)](https://directedira.com/wp-content/uploads/2020/10/podcast_250x250.jpg)
Episode 6: Investing in a Private Company, Private Fund, or Small Business
Tax attorneys Mat Sorensen and Mark Kohler outline how self-directed IRAs and solo 401(k)s can invest in private funds and small businesses. Private funds include private equity funds, venture capital funds, real estate funds, crowding offerings, and all sorts of PPMs (private placement memorandums). Mat and Mark give examples of recent Directed IRA customer’s investments into private funds. These investment assets have become popular for self-directed investors but investors need to make sure they understand the investment docs and the IRA rules. This podcast covers IRA rules, process, and tax and legal issues to consider when investing your retirement into a private fund or small business.
![Episode 9: Investing in Bitcoin and other Cryptocurrency with a Self-Directed IRA or Solo(k)](https://directedira.com/wp-content/uploads/2020/10/podcast_250x250.jpg)
Episode 5: How to Invest in Real Estate with a Self-Directed IRA or Solo 401
Tax attorneys and hosts Mat Sorensen and Mark Kohler explain how your self-directed IRA or solo 401(k) can invest in real estate. Mat and Mark explain the process, rules, steps, and common real estate deals and investments made by self-directed investors (rentals, fix and flip, partnerships, wholesale/options).
![Episode 9: Investing in Bitcoin and other Cryptocurrency with a Self-Directed IRA or Solo(k)](https://directedira.com/wp-content/uploads/2020/10/podcast_250x250.jpg)
Episode 4: How to Use an IRA/LLC or Checkbook IRA
Join mat and mark as they break down how to set up the perfect structure to partner you IRA with other accounts or other individuals and build a mega IRA account the checkbook LLC is a unique structure that many don’t understand.
![Episode 9: Investing in Bitcoin and other Cryptocurrency with a Self-Directed IRA or Solo(k)](https://directedira.com/wp-content/uploads/2020/10/podcast_250x250.jpg)
Episode 3: Self-Directing Your IRA, What are the Rules?
Tax attorneys Mat Sorensen and Mark Kohler break down the top 10 rules you should know when you self-direct your IRA and explain common structures, strategies, and IRS/legal issues self-directed IRA and solo(k) investors should know.