Directed IRA Podcast
By Mat Sorensen and Mark Kohler
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Image by Mat Sorensen and Mark Kohler
Category: Investing
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Subscribers: 34
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Episodes: 156
Description
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 (https://directedira.com) where they have provided self-directed accounts for thousands of customers. They cover and discuss Roth IRAs, solo(k)s, prohibited transactions, real estate, start-ups, notes, PPMs, PE/VC Funds, UBIT/UDFI, IRA/LLCs (aka, checkbook IRAs), and share examples and stories from their thousands of clients who have self-directed their retirement for decades.
| Episode | Date |
|---|---|
|
Real Estate Vs IRA's and 401(k) ft. Kris Krohn
|
Sep 12, 2024 |
|
The Ultimate Strategy to Protect Your IRA/401k
|
Sep 09, 2024 |
|
Open Forum: Listener Questions Answered!
|
Aug 29, 2024 |
|
Best Retirement Options for Freelancers in 2024
|
Aug 22, 2024 |
|
How to Invest in Venture Capital & Startups (ft. Mat Sorensen & Chris Lustrino)
|
Aug 16, 2024 |
|
The Best College Saving Strategies!
|
Aug 01, 2024 |
|
Solo 401(k) or SEP IRA: Determining the Best Retirement Strategy for the Self-Employed
|
Jul 25, 2024 |
|
Real Estate Opportunities in Today’s Market with Noah Brocious
|
Jul 18, 2024 |
|
The Complete Guide to Self-Directed IRAs: Top 10 FAQs Answered
|
Jul 11, 2024 |
|
How to Invest in Real Estate Using a Self-Directed 401(k) or IRA
|
Jul 04, 2024 |
|
Crowdfunding Real Estate: Inside a Self-Directed IRA or 401K
|
Jun 27, 2024 |
|
The Ultimate Guide to Self-Directed Roth IRAs
|
Jun 14, 2024 |
|
Self-Directed IRA Summer School
|
Jun 12, 2024 |
|
The Benefits of Kids Roth IRAs and Teaching Financial Literacy
|
May 30, 2024 |
|
Why do you need an IRA/LLC.. [everything you need to know]
|
May 23, 2024 |
|
Social Security Alert - What Is Your Plan?!
|
May 16, 2024 |
|
WEIRD Investments you can make with a Self-Directed IRA
|
May 09, 2024 |
|
51 minutes of Pure Advice on how to Build Wealth
|
Apr 25, 2024 |
|
What to do if you have an Inherited IRA.
|
Apr 11, 2024 |
|
Who's the beneficiary of your IRA or 401K? Beware!
|
Apr 11, 2024 |
|
How much you should have in your 401k by age
|
Apr 03, 2024 |
|
Open Forum: The RIGHT way to Invest with your Self-Directed IRA
|
Apr 02, 2024 |
|
Open Forum: Self Directed Account Questions from the Internet!
|
Mar 29, 2024 |
|
Open Forum: The Ins and Outs of Self-Directing Your Retirement Account
|
Feb 27, 2024 |
|
Solo 401(k) - Contributions, Rules & FAQs
|
Feb 02, 2024 |
|
Is This a Good Deal for my IRA?
|
Jan 26, 2024 |
|
Buying Crypto in Your IRA - Trading, Staking, and Mining
|
Jan 18, 2024 |
|
Gettin Started with a Self-Directed IRA or 401(k)
|
Jan 12, 2024 |
|
Turn Your Old Employer 401k into a Million Dollars
|
Jan 11, 2024 |
|
Tax-Free Investing & Contribution Deadlines: Your Self-Directed Account Questions Answered
|
Jan 02, 2024 |
|
Solo 401(k) Contribution Limits and Deadlines - 2024
|
Dec 29, 2023 |
|
Cryptocurrency and Precious Metals in Your Retirement Account
|
Dec 28, 2023 |
|
How to take YOUR Small Business to a Publicly Traded Company Managing Alternative Assets
|
Dec 20, 2023 |
|
Everything You Need to Know About the Backdoor Roth IRA in 2024
|
Dec 14, 2023 |
|
Your Questions: Roth Conversions and Backdoor Roth IRA
|
Dec 07, 2023 |
|
Year-End Retirement Account Tips and Tricks
|
Nov 29, 2023 |
|
Don't Do This With Your Self-Directed IRA
|
Nov 21, 2023 |
|
The Solo 401K - The Ins and Outs
|
Nov 15, 2023 |
|
Open Forum: 2024 Contribution Limits and Answering your Self-Directed IRA Questions!
|
Nov 08, 2023 |
|
Self-Directed Case Studies: Real World Application
|
Oct 26, 2023 |
|
The Power of Checkbook Control: IRA LLC Explained
|
Oct 25, 2023 |
|
Investing in Self-Storage with AJ Osborne and Mat Sorensen
|
Oct 17, 2023 |
|
Buying International Real Estate
|
Oct 06, 2023 |
|
Open Forum: Answering your Self-Directed Account Questions!
|
Sep 21, 2023 |
|
Debate: Mat and Kris Krohn debate whether to grow wealth in real estate or in an IRA or 401k
|
Sep 14, 2023 |
|
Don't Miss the Solo 401K Deadline - They're Here
|
Sep 13, 2023 |
|
Top 10 Roth IRA Questions and Answers 2023
|
Sep 11, 2023 |
|
Is Michael Burry telling you to Self-Direct your IRA?
|
Aug 24, 2023 |
|
Real Estate Deals on TV vs. Real Life: Behind-the-Scenes with Amy Mahjoory from HGTV
|
Aug 21, 2023 |
|
5 Common Mistakes in Roth Conversions
|
Aug 14, 2023 |
|
Ep.104 Alternative Assets in a Self-directed IRA or 401K
|
Jul 17, 2023 |
|
Open Forum: Answering your Self-Directed Account Questions
|
Jul 11, 2023 |
|
Ep.103 Kid Roth's - Summertime Savings Strategies
|
Jun 21, 2023 |
|
Ep.102 How to Best Use an IRA LLC
|
Jun 12, 2023 |
|
Veena Jetti on Multi Family in Todays Market - Best Practices & Competitive Strategies - Webinar
|
Jun 08, 2023 |
|
Ep.101 ROTH IRA VS ROTH 401K - The Great Debate!
|
May 31, 2023 |
|
Open Forum: Answering Your Self-Directed IRA Questions!
|
May 17, 2023 |
|
Ep.100 How Your IRA Can Flip Real Estate?
|
May 05, 2023 |
|
Ep.99 Using an IRA or 401K to Fund a Business
|
May 01, 2023 |
|
Webinar: Self-Directed Case Study with Gary Chung
|
Apr 24, 2023 |
|
Open Forum: Answering Your Self-Directed IRA Questions!
|
Apr 17, 2023 |
|
Ep.96 IRA & 401k Deadlines and Limits 22' & 23'
|
Apr 07, 2023 |
|
Open Forum: Answering your Self-Directed Questions
|
Mar 30, 2023 |
|
Webinar 22: Banking Crisis and How to Protect Your Cash? W/ Guest Jonathan Morris CEO of Titan Bank
|
Mar 16, 2023 |
|
Open Forum: Your Questions Answered on Self Directed Retirement Accounts
|
Mar 13, 2023 |
|
Ep.91 Investing in Private Funds with your IRA
|
Mar 06, 2023 |
|
Ep. 90 Lending and Notes with your Self-Directed IRA & 401K
|
Feb 28, 2023 |
|
Ep. 89. Raising Private Money for Real Estate with Amy Mahjoory - Special Guest Episode
|
Feb 17, 2023 |
|
Ep.88 Investing in Distressed Assets
|
Feb 13, 2023 |
|
Ep.87 Secure 2.0 & Law Changes to IRA'S & 401K'S in 2023
|
Feb 07, 2023 |
|
Ep.86 SOLO 401K VS. SEP IRA
|
Jan 31, 2023 |
|
WEBINAR 21: Investing in Alternative Assets with and IRA or 401k
|
Jan 23, 2023 |
|
Ep.84 Putting Your Sleepy IRA and 401K $ to Work: Transfer and Roll Over Rules
|
Jan 17, 2023 |
|
EP.83 Your 2023 Savings Goal for Your IRA and 401k.
|
Jan 06, 2023 |
|
EP.82 HUGE CHANGES TO IRA'S AND 401 K'S - NEW LAWS IN AFFECT
|
Jan 04, 2023 |
|
WEBINAR 20: How much do you need in your IRA or 401k to retire?
|
Dec 28, 2022 |
|
Ep.80 Backdoor Roth IRA for 2023 and Beyond
|
Dec 09, 2022 |
|
EP. 79 Roth Conversions and Chunking Before Year End
|
Dec 01, 2022 |
|
EP78: How To Fund Your Deal With Other People's IRAs
|
Nov 22, 2022 |
|
EP 77: Open Forum - Self-Directed IRA Q&A on Start-Ups, Syndicates, RMD, Crypto, FDIC, Side Door Solo 401k
|
Nov 14, 2022 |
|
New Contribution Limits 2023
|
Nov 07, 2022 |
|
EP 75: Roth Accounts for Realtors and Brokers
|
Nov 02, 2022 |
|
EP 74: How To Do A Kid's Roth IRA
|
Oct 25, 2022 |
|
Ep.73: Solo 401(k) Structures and Strategies
|
Oct 17, 2022 |
|
Ep.72: 6 Common Mistakes Investors Make with IRA LLCs and Checkbook IRAs
|
Oct 10, 2022 |
|
EP71 Open Forum: Your Questions Answered on Real Estate in a Roth IRA, Short Term Rentals, UBIT Tax
|
Sep 27, 2022 |
|
EP 70: Analyzing Investments for Retirement Accounts
|
Sep 16, 2022 |
|
EP 69: Student Loan Debt Crisis and The Solution - Coverdell ESAs, 529 and Roth IRAs
|
Sep 07, 2022 |
|
Roth IRA vs. Health Savings Account (HSA): Which Is Better?
|
Aug 31, 2022 |
|
Investing Strategies! What Would The Bank Do? Top 10 Due Diligence Checklist!
|
Aug 22, 2022 |
|
EP 66: Open Forum
|
Aug 16, 2022 |
|
Ep 65/Webinar: 6 ways to protect your IRA or 401K in a recession
|
Jul 26, 2022 |
|
Ep. 64 Raising Capital from IRAs & 401(K)s
|
Jul 18, 2022 |
|
EP 63: Open Forum
|
Jul 11, 2022 |
|
EP 62: Solo 401(k) Required Filings and Avoiding Common Mistakes.
|
Jun 28, 2022 |
|
Ep 61: Analyzing a Rental Property & Investing with your Self-Directed IRA
|
Jun 22, 2022 |
|
EP 60: How to move my IRA and 401(K) around?
|
Jun 06, 2022 |
|
Open Forum - Answering your difficult Self-Directed IRA questions
|
Jun 01, 2022 |
|
Ep 58- 5 Common Mistakes when Self-Directing
|
May 07, 2022 |
|
Ep 57- Mega Back Door Roth Revealed
|
Apr 15, 2022 |
|
Ep 56- Leveraging your IRA Investment with Debt
|
Apr 11, 2022 |
|
Ep 55- SECURE Act 2.0: You're going to Love It!
|
Apr 01, 2022 |
|
Ep 54- OPEN FORUM SHOW - Self-Directed Retirement Plan Questions
|
Mar 25, 2022 |
|
Ep 53 - Real Estate Development in an IRA
|
Mar 22, 2022 |
|
Ep 52- Deadlines for 2021 Contributions: There's Still Time
|
Mar 04, 2022 |
|
Ep 51- IRA/LLC for Staking, Defi, & Crypto
|
Feb 25, 2022 |
|
Ep 50- OPEN FORUM SHOW - Self-Directed Retirement Plan Questions
|
Feb 23, 2022 |
|
Ep 49- Invest Your IRA in a Start-up or Small Business
|
Feb 10, 2022 |
|
Ep 48- Saving for College: 529 v Coverdell v ROTH IRA
|
Jan 24, 2022 |
|
Ep 47- OPEN FORUM SHOW - Self-Directed Retirement Plan Questions
|
Jan 14, 2022 |
|
Ep 46- The Truth about IRA/LLCs: Alive and Well
|
Jan 01, 2022 |
|
Ep 45- Roth Conversions before Year-End: Live Free or Die Hard
|
Dec 20, 2021 |
|
Ep 44- Getting money in and out of your IRA without screwing it up
|
Dec 10, 2021 |
|
Ep 43 Legislation Update and Open Forum
|
Nov 25, 2021 |
|
EP 42 - OPEN FORUM SHOW - Self-Directed Retirement Plan Questions
|
Nov 01, 2021 |
|
EP 41 - Buying and Selling Land in Your IRA
|
Oct 04, 2021 |
|
EP 40 - Fixing an Excess Roth Contribution
|
Sep 30, 2021 |
|
EP 39 - Backdoor Roth IRA - Roth IRAs For Everyone
|
Sep 17, 2021 |
|
EP 38 - How to Flip Real Estate in an IRA
|
Sep 08, 2021 |
|
EP 37 - How To Mine Crypto In Your IRA
|
Aug 26, 2021 |
|
EP 36 - OPEN FORUM SHOW - Self-Directed Retirement Plan Questions
|
Aug 11, 2021 |
|
EP 35 - Getting Unstuck With Self-Directing
|
Jul 30, 2021 |
|
Ep 34 - Should Insurance Be Used for Retirement
|
Jul 21, 2021 |
|
Ep 33- Roth IRA vs. Trad. IRA - The Great Debate
|
Jul 14, 2021 |
|
EP 32 - OPEN FORUM SHOW - Self-Directed Retirement Plan Questions
|
Jul 06, 2021 |
|
EP 31 - 401(k) and ROTH Strategies
|
Jun 25, 2021 |
|
EP 30 - Who Should I List As The Beneficiary Of My Self-Directed IRA or 401(k)?
|
Jun 16, 2021 |
|
EP 29 Can You Move Crypto Into Your Roth IRA?
|
Jun 09, 2021 |
|
EP 28 - Roth IRAs for Kids: Rules and Steps to Establish
|
Jun 07, 2021 |
|
EP 27 - OPEN FORUM SHOW - Self-Directed Retirement Plan Questions
|
Jun 01, 2021 |
|
EP 26 - What is a Health Savings Account (HSA) and How Can You Self-Direct It?
|
May 21, 2021 |
|
EP 25 - Extension Deadlines: IRA & 401k Strategies
|
May 13, 2021 |
|
EP 24 - OPEN FORUM SHOW - Self-Directed Retirement Plan Questions
|
May 10, 2021 |
|
EP 23 - The Coverdell ESA and How To Maximize It
|
May 03, 2021 |
|
EP 22 - Rentals, Flips, and Vacation Homes in an IRA
|
Apr 26, 2021 |
|
EP 21 - Strategies For Moving an Old IRA to a Self-Directed IRA
|
Apr 19, 2021 |
|
EP 20 - IRA Partnering with Individuals or Other Accounts
|
Apr 09, 2021 |
|
EP 19 - OPEN FORUM SHOW - Self-Directed Retirement Plan Questions
|
Apr 02, 2021 |
|
EP 18 - Roth IRA Conversions and Chunking Strategies
|
Mar 26, 2021 |
|
EP 17 - When Does Your IRA Have to Pay Taxes?
|
Mar 19, 2021 |
|
EP 16 - How to Invest in Bitcoin and Other Cryptocurrency with a Self-Directed IRA or 401k
|
Mar 10, 2021 |
|
EP 15 - How to Invest in a Private Company before they list on the Public Exchanges
|
Feb 22, 2021 |
|
EP 14 - OPEN FORUM SHOW - Self-Directed Retirement Plan Questions
|
Feb 19, 2021 |
|
EP 13 - What Happens to an IRA or 401k When the Owner Dies?
|
Feb 12, 2021 |
|
EP 12 - Due Diligence Top Ten List When Investing
|
Feb 04, 2021 |
|
EP 11 - Can I Own GameStop Stock with my Roth?
|
Jan 29, 2021 |
|
EP 10 - Private Lending and Hard Money Loans with a Self-Directed IRA or Solo 401(k)
|
Jan 22, 2021 |
|
EP 9 - Investing in Bitcoin and other Cryptocurrency with a Self-Directed IRA or Solo(k)
|
Jan 15, 2021 |
|
EP 8 - Starting a Business with Your Self-Directed IRA or 401(k)
|
Dec 21, 2020 |
|
EP 7 - OPEN FORUM SHOW - Self-Directed Retirement Plan Questions
|
Dec 14, 2020 |
|
EP 6 - Investing in a Private Company, Private Fund, or Small Business with your Self Directed IRA or Solo 401k
|
Dec 04, 2020 |
|
EP 5 - How to Invest in Real Estate with a Self-Directed IRA or Solo 401(k)
|
Nov 11, 2020 |
|
EP 4 - How to use an IRA/LLC or Checkbook IRA
|
Oct 27, 2020 |
|
EP 3 - Self-Directed IRA Rules
|
Oct 12, 2020 |
|
EP 2 - Investment Options with a Self-Directed IRA and 401(k)
|
Sep 21, 2020 |
|
EP 1 - What is a Self-Directed IRA? Getting Started
|
Sep 02, 2020 |