Tax-Free Crypto Investing With a Roth IRA episode artwork

EPISODE · Nov 20, 2025 · 54 MIN

Tax-Free Crypto Investing With a Roth IRA

from Directed IRA Podcast · host Mat Sorensen and Mark Kohler

Crypto continues to be one of the fastest-moving asset classes — and when you combine it with the tax-free power of a Roth IRA, it becomes one of the most compelling long-term wealth strategies available.Join Mat Sorensen (CEO, Directed IRA) and Aaron Halderman (COO, Directed IRA) for a live training session where they break down everything you need to know about investing in crypto inside a Self-Directed Roth IRA. You’ll learn how the structure works, how to access 60+ supported assets, when conversions make sense, when an IRA/LLC is appropriate, and how to stay compliant while maximizing tax-free upside.Whether you’re an active crypto investor or just exploring tax-efficient strategies, this session will give you the tools to build a smarter, long-term plan for 2026 and beyond.You’ll Learn- How crypto investing works inside a Self-Directed IRA- Why a Roth IRA can generate entirely tax-free crypto gains- How Traditional-to-Roth conversions work (and what actually triggers tax)- When an IRA/LLC “exchange account” becomes the right structure- How to access 60+ supported cryptocurrencies inside your IRA- How an HSA can also be used for crypto investingWhy Directed IRA?At Directed IRA, we’ve helped thousands of investors put over $3 billion into real estate, private funds, notes, and more, all inside tax-advantaged retirement accounts. Our team of experts and streamlined platform make it easy to invest with confidence.For 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

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Crypto continues to be one of the fastest-moving asset classes — and when you combine it with the tax-free power of a Roth IRA, it becomes one of the most compelling long-term wealth strategies available. Join Mat Sorensen (CEO, Directed IRA) and Aaron Halderman (COO, Directed IRA) for a live training session where they break down everything you need to know about investing in crypto inside a Self-Directed Roth IRA. You’ll learn how the structure works, how to access 60+ supported assets, wh...

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Tax-Free Crypto Investing With a Roth IRA

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