#2 Investment Options with a Self-Directed IRA and 401k | Directed IRA Podcast |

by | Jan 28, 2023 | Self Directed IRA | 9 comments

#2 Investment Options with a Self-Directed IRA and 401k | Directed IRA Podcast |




Hosts and Tax Lawyers Mat Sorensen and Mark Kohler go into detail about all the investment options available when Self Directing a retirement account. These include real estate (rental and flip), IRA/LLCs (aka checkbook control IRAs), LP and LLCs, private small businesses, loans and notes, cryptocurrency, and precious metals. Mat and Mark both self-direct their own retirement accounts and co-founded Directed IRA, where they have assisted thousands of clients with their self-directed accounts. Their law firm KKOS Lawyers has worked with over 10,000 self-directed IRA clients and has two decades of experience.

The Directed IRA podcast is an educational resource provided by Directed IRA & Directed Trust Company

Directed IRA has helped thousands of self-directed investors and has processed over half a billion in self-directed transactions. It is the highest-rated self-directed IRA custodian based on verified google reviews and takes pride in providing knowledgeable and helpful service to its customers.

Self-directed accounts can be fully opened within 5 minutes using Directed’s online e-sign application.

The Self-Directed IRA Summit is an annual educational event (1 ½ days) providing live self-directed IRA education and networking and is hosted by Directed IRA. You can register for the upcoming Summit or can buy the recording of prior years at

Mat Sorensen’s book, The Self-Directed IRA Handbook, is the number one book on self-directed IRAs and has sold over 30,000 copies. You can purchase the book and follow important updates at …(read more)


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9 Comments

  1. Brian Peterson

    Mat looks like he might have taken a fat hit of that controlled substance! Nice work boys!! Very helpful.

  2. Rudy Woodward

    real estae, land, livestock, stocks, precious metals, crypto, i-savings bond, ee-savings bond, treasury notes…..list goes on

  3. Das Fahrer

    Reasons for why this could or couldn't happen aside, is the gold held in by the custodian/depository/etc protected from confiscation if the US declares it illegal for private citizens to own gold again?

  4. 636 OC

    Thanks!

  5. monty tanner

    Can btc in a self directed roth ira be held in a hardwallet? Or does it need to stay in the exchange account

  6. Tom Parsons

    I gifted my Pippen chalk drawing picture that I had growing up to my oldest son. I think one of the few 8 year olds that knows who Pippen is! Keep pushing out he great info guys!!

  7. Elizabeth Moore

    A lot of people are not financially stable this period and it's not easy, I always advise people, don't just waste your stimulus checks or salary, invest it in something that will yield more, even if it is a part of it. We can't keep relying on a paycheck that is already half-spent before we even receive it, there are investment opportunities that have helped a lot of people especially in the financial market. Having different streams of income is essential in this pandemic, especially now most of us have to earn and work from home. I've made impressive progress so far this year and it has helped me sort out a lot of bills and I do that through a registered investment company. You can get in touch with the manager via Instagram @nicholas__fxtrade he will guide you properly…….

  8. Don Ireland

    Regarding Mark's example of buying the house using his HSA, he said that he put down $4k and had a $36k note. But then hebsaid the HSA doesn't file a tax return.

    Doesn't the note create a need to pay tax on UDFI? So how do you do that if no tax return os filed?

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