College Saving Strategies You Never Thought Of episode artwork

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/Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/Other:Mat Sorensen: https://matsorensen.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

Episode metadata supplied by the publisher feed · Published Jul 21, 2025

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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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