Directed IRA Podcast cover art

All Episodes

Directed IRA Podcast — 223 episodes

#
Title
1

Why You Shouldn't Buy Real Estate in Your IRA

2

When Should You Use an IRA/LLC or Checkbook IRA?

3

Getting Started with a Self-Directed IRA

4

Investing in Real Estate with your Self-Directed IRA: Step-by-Step

5

Roth IRA v. HSA: Which is Better?

6

What is an IRA LLC (or Checkbook Control IRA)?

7

How To Buy Real Estate in Your Self-Directed IRA

8

Real Self-Directed IRA Deals (Show and Tell with Mat and Mark)

9

Self-Directed IRA Prohibited Transaction Rules

10

Transfers, Rollovers, & Contributions for Your Self-Directed IRA

11

How to Find, Vet, and Invest in Private Funds with a SDIRA (ft. Bridger Pennington)

12

BREAKING - U.S. Dept of Labor Releases New Landmark Rule Allowing Alternative Assets in 401(k) Plans

13

What is a Self-Directed IRA?

14

Open Forum Q&A

15

Self-Directing 101: The 5 Golden Rules of Self-Directing

16

Rentals, Lending, and Flips in your Self-Directed IRA

17

Crypto Market Reset: What To Do Now

18

Private Money Lending in a Self-Directed IRA

19

Solo 401(k) Basics, Rules, and Contribution Deadlines

20

Open Forum Q&A on Self-Directed IRAs

21

Should I Set Up a Trump Account for My Kid?

22

Retirement Account Resolutions for 2026: New Contribution Limits, Key Deadlines, and Live Q&A

23

Year-End Retirement Account Strategies

24

Year-End Roth Strategies

25

Prohibited Transactions in a Self-Directed IRA (You Know It's a Prohibited Transaction When...)

26

Opening a Self-Directed IRA And Understanding Prohibited Transactions

27

Tax-Free Crypto Investing With a Roth IRA

28

What You Need to Know When Buying Oil & Gas With an IRA

29

Self-Directed HSA: It's Enrollment Time

30

Gold Hits a New All-Time High: How to Buy Gold (and Other Precious Metals) in Your IRA

31

#CryptoTaxFreePledge (The Secret to Keeping All Your Crypto Gains)

32

Mega Backdoor Roth Explained: What Is It and How It Works

33

5 Creative Real Estate Investment Strategies with Your IRA - (We Bet You’ve Never Heard Before)

34

Investing in Startups and Venture Capital with Your IRA

35

Investing in Alternative Assets Under $25K with Your IRA

36

Alternative Assets in Your 401(K)

37

The Hidden Secrets About HSAs That Will Blow Your Mind

38

Buying Low in Distressed Markets - Featuring Jamison Manwaring

39

How to Use Your IRA to Invest in Private Funds

40

College Saving Strategies You Never Thought Of

41

Key Questions When Self-Directing Your IRA

42

BEWARE - Avoid these Common Mistakes when Self-Directing

43

Waking Up Your Retirement Account: What Your 401(k) or Sleepy IRA Could Be Doing for You

44

Buying Gold and other Precious Metals in your IRA

45

Should My Trust be the Beneficiary of My IRA?

46

Private Lending and Hard Money Loans with a Self-Directed IRA or Solo 401K

47

How to Buy a Rental Property in your IRA

48

How Investors are Turning Hotels into Homes People Can Afford - ft. Adam Hooper & Ryan Sudeck

49

50 Minutes of Real Talk on Self-Directed IRAs and Alternative Investing

50

Backdoor Roth Strategy for 2025

51

Top 10 FAQs For Self Directed IRAs!

52

How to Partner your IRA with others when doing Deals

53

Investing in Private Companies, Funds, and Small business with a Self Directed IRA or solo 401k

54

Banks Are Pushing Distressed Assets—Here’s What It Means for You! with Jamison Manwaring.

55

Self Directed Mechanics - Transfers & Rollovers

56

How To Buy XRP Tax-Free With A Roth IRA!

57

How To Use An IRA LLC/ Checkbook IRA!

58

How To Find Real Estate Deals For Your Self Directed IRA With Shenoah Grove!

59

Self-Directed IRA Rules - Buying Real Estate and Alternative Assets.

60

What Is A Self Directed IRA?

61

Where is Real Estate headed in 2025? w/ Jamison Manwaring

62

Buying Crypto in Your IRA - BTC, SOL, XRP, & More

63

Buying Crypto with your IRA - Step by Step

64

Roth Chunking and Year-End Deadlines & Strategies

65

Open Forum: Listeners Questions Answered!

66

Cody Sperber on Real Estate Development, Entrepreneurship, and Building Success

67

Maxing Out Your Retirement Account For High Income Earners!

68

5 Roth IRA Benefits you didn't know

69

Unlocking Unique 401(k) Strategies You Haven't Thought Of.

70

What Is A Solo 401(k)?

71

The Ultimate Strategy to Protect Your IRA/401k

72

Open Forum: Listener Questions Answered!

73

Best Retirement Options for Freelancers in 2024

74

How to Invest in Venture Capital & Startups (ft. Mat Sorensen & Chris Lustrino)

75

The Best College Saving Strategies!

76

Solo 401(k) or SEP IRA: Determining the Best Retirement Strategy for the Self-Employed

77

Real Estate Opportunities in Today’s Market with Noah Brocious

78

The Complete Guide to Self-Directed IRAs: Top 10 FAQs Answered

79

How to Invest in Real Estate Using a Self-Directed 401(k) or IRA

80

Crowdfunding Real Estate: Inside a Self-Directed IRA or 401K

81

The Ultimate Guide to Self-Directed Roth IRAs

82

Self-Directed IRA Summer School

83

The Benefits of Kids Roth IRAs and Teaching Financial Literacy

84

Why do you need an IRA/LLC.. [everything you need to know]

85

Social Security Alert - What Is Your Plan?!

86

WEIRD Investments you can make with a Self-Directed IRA

87

51 minutes of Pure Advice on how to Build Wealth

88

What to do if you have an Inherited IRA.

89

Who's the beneficiary of your IRA or 401K? Beware!

90

How much you should have in your 401k by age

91

Open Forum: The RIGHT way to Invest with your Self-Directed IRA

92

Open Forum: Self Directed Account Questions from the Internet!

93

Open Forum: The Ins and Outs of Self-Directing Your Retirement Account

94

Solo 401(k) - Contributions, Rules & FAQs

95

Is This a Good Deal for my IRA?

96

Buying Crypto in Your IRA - Trading, Staking, and Mining

97

Gettin Started with a Self-Directed IRA or 401(k)

98

Turn Your Old Employer 401k into a Million Dollars

99

Tax-Free Investing & Contribution Deadlines: Your Self-Directed Account Questions Answered

100

Solo 401(k) Contribution Limits and Deadlines - 2024

101

Cryptocurrency and Precious Metals in Your Retirement Account

102

How to take YOUR Small Business to a Publicly Traded Company Managing Alternative Assets

103

Everything You Need to Know About the Backdoor Roth IRA in 2024

104

Your Questions: Roth Conversions and Backdoor Roth IRA

105

Year-End Retirement Account Tips and Tricks

106

Don't Do This With Your Self-Directed IRA

107

The Solo 401K - The Ins and Outs

108

Open Forum: 2024 Contribution Limits and Answering your Self-Directed IRA Questions!

109

Self-Directed Case Studies: Real World Application

110

The Power of Checkbook Control: IRA LLC Explained

111

Investing in Self-Storage with AJ Osborne and Mat Sorensen

112

Buying International Real Estate

113

Open Forum: Answering your Self-Directed Account Questions!

114

Don't Miss the Solo 401K Deadline - They're Here

115

Top 10 Roth IRA Questions and Answers 2023

116

Is Michael Burry telling you to Self-Direct your IRA?

117

Real Estate Deals on TV vs. Real Life: Behind-the-Scenes with Amy Mahjoory from HGTV

118

5 Common Mistakes in Roth Conversions

119

Alternative Assets in a Self-directed IRA or 401K

120

Open Forum: Answering your Self-Directed Account Questions

121

Kid Roth's - Summertime Savings Strategies

122

How to Best Use an IRA LLC

123

Veena Jetti on Multi Family in Todays Market - Best Practices & Competitive Strategies - Webinar

124

ROTH IRA VS ROTH 401K - The Great Debate!

125

Open Forum: Answering Your Self-Directed IRA Questions!

126

How Your IRA Can Flip Real Estate?

127

Using an IRA or 401K to Fund a Business

128

Self-Directed Case Study with Gary Chung

129

Open Forum: Answering Your Self-Directed IRA Questions!

130

IRA & 401k Deadlines and Limits 22' & 23'

131

Open Forum: Answering your Self-Directed Questions

132

Banking Crisis and How to Protect Your Cash? W/ Guest Jonathan Morris CEO of Titan Bank

133

Open Forum: Your Questions Answered on Self Directed Retirement Accounts

134

Investing in Private Funds with your IRA

135

Lending and Notes with your Self-Directed IRA & 401K

136

Raising Private Money for Real Estate with Amy Mahjoory - Special Guest Episode

137

Investing in Distressed Assets

138

Secure 2.0 & Law Changes to IRA'S & 401K'S in 2023

139

SOLO 401K VS. SEP IRA

140

Investing in Alternative Assets with and IRA or 401k

141

Putting Your Sleepy IRA and 401K $ to Work: Transfer and Roll Over Rules

142

Your 2023 Savings Goal for Your IRA and 401k.

143

HUGE CHANGES TO IRA'S AND 401 K'S - NEW LAWS IN AFFECT

144

How much do you need in your IRA or 401k to retire?

145

Backdoor Roth IRA for 2023 and Beyond

146

Roth Conversions and Chunking Before Year End

147

How To Fund Your Deal With Other People's IRAs

148

Open Forum - Self-Directed IRA Q&A on Start-Ups, Syndicates, RMD, Crypto, FDIC, Side Door Solo 401k

149

New Contribution Limits 2023

150

Roth Accounts for Realtors and Brokers

151

How To Do A Kid's Roth IRA

152

Solo 401(k) Structures and Strategies

153

6 Common Mistakes Investors Make with IRA LLCs and Checkbook IRAs

154

Open Forum: Your Questions Answered on Real Estate in a Roth IRA, Short Term Rentals, UBIT Tax

155

Analyzing Investments for Retirement Accounts

156

Student Loan Debt Crisis and The Solution - Coverdell ESAs, 529 and Roth IRAs

157

Roth IRA vs. Health Savings Account (HSA): Which Is Better?

158

Investing Strategies! What Would The Bank Do? Top 10 Due Diligence Checklist!

159

Open Forum

160

6 ways to protect your IRA or 401K in a recession

161

Raising Capital from IRAs & 401(K)s

162

Open Forum

163

EP 62: Solo 401(k) Required Filings and Avoiding Common Mistakes.

164

How to move my IRA and 401(K) around?

165

Open Forum - Answering your difficult Self-Directed IRA questions

166

5 Common Mistakes when Self-Directing

167

Mega Back Door Roth Revealed

168

Leveraging your IRA Investment with Debt

169

SECURE Act 2.0: You're going to Love It!

170

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

171

Real Estate Development in an IRA

172

Deadlines for 2021 Contributions: There's Still Time

173

IRA/LLC for Staking, Defi, & Crypto

174

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

175

Invest Your IRA in a Start-up or Small Business

176

Saving for College: 529 v Coverdell v ROTH IRA

177

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

178

The Truth about IRA/LLCs: Alive and Well

179

Roth Conversions before Year-End: Live Free or Die Hard

180

Getting money in and out of your IRA without screwing it up

181

Legislation Update and Open Forum

182

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

183

Buying and Selling Land in Your IRA

184

Fixing an Excess Roth Contribution

185

Backdoor Roth IRA - Roth IRAs For Everyone

186

How to Flip Real Estate in an IRA

187

How To Mine Crypto In Your IRA

188

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

189

Getting Unstuck With Self-Directing

190

Should Insurance Be Used for Retirement

191

Roth IRA vs. Trad. IRA - The Great Debate

192

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

193

401(k) and ROTH Strategies

194

Who Should I List As The Beneficiary Of My Self-Directed IRA or 401(k)?

195

Can You Move Crypto Into Your Roth IRA?

196

Roth IRAs for Kids: Rules and Steps to Establish

197

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

198

What is a Health Savings Account (HSA) and How Can You Self-Direct It?

199

Extension Deadlines: IRA & 401k Strategies

200

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

201

The Coverdell ESA and How To Maximize It

202

Rentals, Flips, and Vacation Homes in an IRA

203

Strategies For Moving an Old IRA to a Self-Directed IRA

204

IRA Partnering with Individuals or Other Accounts

205

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

206

Roth IRA Conversions and Chunking Strategies

207

When Does Your IRA Have to Pay Taxes?

208

How to Invest in Bitcoin and Other Cryptocurrency with a Self-Directed IRA or 401k

209

How to Invest in a Private Company before they list on the Public Exchanges

210

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

211

What Happens to an IRA or 401k When the Owner Dies?

212

Due Diligence Top Ten List When Investing

213

Can I Own GameStop Stock with my Roth?

214

Private Lending and Hard Money Loans with a Self-Directed IRA or Solo 401(k)

215

Investing in Bitcoin and other Cryptocurrency with a Self-Directed IRA or Solo(k)

216

Starting a Business with Your Self-Directed IRA or 401(k)

217

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

218

Investing in a Private Company, Private Fund, or Small Business with your Self Directed IRA or Solo 401k

219

How to Invest in Real Estate with a Self-Directed IRA or Solo 401(k)

220

How to use an IRA/LLC or Checkbook IRA

221

Self-Directed IRA Rules

222

Investment Options with a Self-Directed IRA and 401(k)

223

What is a Self-Directed IRA? Getting Started