What is a Self Directed IRA? Getting Started

by | Jul 31, 2022 | Self Directed IRA | 16 comments

What is a Self Directed IRA? Getting Started




Welcome to our first episode of the Directed IRA Podcast! That’s right this is our inaugural episode. Mat Sorensen and Mark Kohler are tax lawyers and explain what self-directing your IRA is all about. Self-directed IRAs can invest in any investment allowed by law and you can buy real estate, private companies and funds, small businesses, and cryptocurrency and precious metals with a self-directed IRA or 401(k). We break it all down in this podcast.

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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16 Comments

  1. Brian Peterson

    Mark is hilarious. Probably a ridiculously funny dude to grab happy hour with LOL

  2. Goguryeo Rising

    If I have two LLC's that do different kind of business, is it legal to have two self-directed IRA accounts, two self-directed Solo 401K? Thanks.

  3. Julie Naudet

    Im going to listen to the rest of the podcast, but where do you find notes to invest in??

  4. ssnydes S

    It's very frustrating, I have been trying to work through the process with KKOS (marks company, and was apparent from the start my assigned lawyer, Alison was not knowledgeable in how to set up a self directed Roth IRAand I waited weeks for a reply after paying ($1400) for a revocable personal trust and not getting any updates or direction in what I needed to do next. I have left numerous messages with Alison and with the office manager to no avail. I did figure out on my own how to set up the directed Roth (that company was much more helpful) but not how to set up the checkbook LLC to control it. Impossible to get help from Mark's team…

  5. IAM HVRCRFT

    2 hours and u never actually explained how to cash out and what the fees are or how about a strategy to get the money into my bank account so I can spend it

  6. Jiyen Shin

    My sister is a teacher and has 403B through the teacher's union. Can she set up LLC IRA from 403 B?
    Another question is if you buy a property from LLC IRA, can you get a loan or it has to be all cash? Thank you for the wonderful educational information.

  7. Paul Romero

    I am 60, just retired and have a TSP account. If I roll it over to a SDIRA and start to invest in rental property do I have to wait 5 years to start drawing from the SDIRA?

  8. 执着而无所谓

    So I can buy rental property with my ira account? That's amazing.

  9. Betsy

    Thank you for this information!

  10. Alexander De La Paz

    5 minutes in and they still haven't explained a self directed IRA lol

  11. 636 OC

    thanks for this as well!

  12. anonymous

    can stocks be rolled over from a brokerage like robinhood, eTrade, etc to a self directed IRA? if so, is the rollover tax free?

  13. tl57345

    Great Vid guys, I just ordered your updated book through Amazon. I’m looking forward to it.

  14. Robert Toms, III

    If your book was on audible with a good narrator; I would pick it up there.
    Thank you for doing these pod casts and videos.
    Like and Subscribed.

  15. Bill Cavanaugh

    Thank you for doing this podcast. I had never been exposed to this possibility until about 4 months ago.

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