Welcome to the
Directed IRA Podcast

The #1 podcast on self-directing your
IRAs and taking control of your retirement™

Directed IRA Podcast Overview

A show dedicated to educating and informing self-directed IRA and 401(k) investors on strategies, investments, legal structures, tax rules, and pitfalls. Hosted by tax lawyers Mat Sorensen and Mark Kohler who are also co-founders of Directed IRA & Directed Trust Company.

What is a Self-Directed IRA?
Getting Started (Episode 1:)

EP 25 – Extension Deadlines: IRA & 401k Strategies

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.

EP 25 – Extension Deadlines: IRA & 401k Strategies

EP 23 – The Coverdell ESA and How to Maximize it!

The Coverdell ESA – or Educational Savings Account is one of the best options to save for college expenses tax-free. Like a ROTH IRA or Health Savings Account, any investments inside the ESA will grow tax-free and come out tax-free, but only for qualified education expenses. In this episode, Mark and Mat cover all things Coverdell ESA from the origin and history to the many benefits a Coverdell ESA can provide for your kids and grandkids.

EP 25 – Extension Deadlines: IRA & 401k Strategies

EP 22 – Investing in Rentals, Flips, and Vacation Homes With Your IRA

Yes, your IRA can own real estate. From the rental down the street, to a flip in another city, to a short-term vacation rental – these are all investments you can own with a Self-Directed IRA at Directed IRA. Mat and Mark break down the rules and structures for these common investments.

EP 25 – Extension Deadlines: IRA & 401k Strategies

EP 20 – IRA Partnering with individuals or other accounts

Partnering in your IRA and other retirement accounts can be a powerful strategy that can open the doors to more investment opportunities. But, buyer beware, there are some unique rules that come with these types of partnerships. Mat and Mark break down all the rules to help you stay up to date with these industry-leading strategies. Take control of your retirement by investing in what you know.

EP 25 – Extension Deadlines: IRA & 401k Strategies

EP 18 – Roth IRA Conversions and Chunking Strategies

Roth IRAs and Roth 401(k)s grow and come out tax-free at retirement. Mark and Mat outline the steps to get to Roth (it’s for high-income earners too) from traditional IRA or 401(k)s and cover the sweet spots to keep the tax burden low when converting to Roth.

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