EPISODE · Jul 21, 2025 · 14 MIN
College Saving Strategies You Never Thought Of
from Directed IRA Podcast · host Mat Sorensen and Mark Kohler
In this episode of the Directed IRA Podcast, attorneys Mat Sorensen and Mark J. Kohler unveil a powerful and often overlooked strategy for funding your child’s college education without relying solely on a 529 plan. They break down how to combine a Coverdell ESA and a Roth IRA for your children, integrate those with self-directed investments, and potentially achieve tax free growth and distributions.This episode is for business owners, parents, and investors looking for a smarter tax efficient way to save for education. Whether you’re new to self directing or already using these tools for retirement, this strategy could reshape how you approach college planning and family wealth building.Chapters00:00 – Introduction to College Funding Secret01:17 - Self- Directed Accounts for College Savings03:35 - Kids Roth IRA Strategy 08:14 - Tax-Deductible Methods for Funding 12:17 - Legitimacy and Next StepsFor questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/Other:Mat Sorensen: https://matsorensen.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com
What this episode covers
In this episode of the Directed IRA Podcast, attorneys Mat Sorensen and Mark J. Kohler unveil a powerful and often overlooked strategy for funding your child’s college education without relying solely on a 529 plan. They break down how to combine a Coverdell ESA and a Roth IRA for your children, integrate those with self-directed investments, and potentially achieve tax free growth and distributions. This episode is for business owners, parents, and investors looking for a smarter tax efficie...
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College Saving Strategies You Never Thought Of
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