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All Episodes

Directed IRA Podcast — 218 episodes

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Title
1

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

2

How To Buy Real Estate in Your Self-Directed IRA

3

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

4

Self-Directed IRA Prohibited Transaction Rules

5

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

6

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

7

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

8

What is a Self-Directed IRA?

9

Open Forum Q&A

10

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

11

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

12

Crypto Market Reset: What To Do Now

13

Private Money Lending in a Self-Directed IRA

14

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

15

Open Forum Q&A on Self-Directed IRAs

16

Should I Set Up a Trump Account for My Kid?

17

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

18

Year-End Retirement Account Strategies

19

Year-End Roth Strategies

20

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

21

Opening a Self-Directed IRA And Understanding Prohibited Transactions

22

Tax-Free Crypto Investing With a Roth IRA

23

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

24

Self-Directed HSA: It's Enrollment Time

25

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

26

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

27

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

28

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

29

Investing in Startups and Venture Capital with Your IRA

30

Investing in Alternative Assets Under $25K with Your IRA

31

Alternative Assets in Your 401(K)

32

The Hidden Secrets About HSAs That Will Blow Your Mind

33

Buying Low in Distressed Markets - Featuring Jamison Manwaring

34

How to Use Your IRA to Invest in Private Funds

35

College Saving Strategies You Never Thought Of

36

Key Questions When Self-Directing Your IRA

37

BEWARE - Avoid these Common Mistakes when Self-Directing

38

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

39

Buying Gold and other Precious Metals in your IRA

40

Should My Trust be the Beneficiary of My IRA?

41

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

42

How to Buy a Rental Property in your IRA

43

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

44

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

45

Backdoor Roth Strategy for 2025

46

Top 10 FAQs For Self Directed IRAs!

47

How to Partner your IRA with others when doing Deals

48

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

49

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

50

Self Directed Mechanics - Transfers & Rollovers

51

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

52

How To Use An IRA LLC/ Checkbook IRA!

53

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

54

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

55

What Is A Self Directed IRA?

56

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

57

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

58

Buying Crypto with your IRA - Step by Step

59

Roth Chunking and Year-End Deadlines & Strategies

60

Open Forum: Listeners Questions Answered!

61

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

62

Maxing Out Your Retirement Account For High Income Earners!

63

5 Roth IRA Benefits you didn't know

64

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

65

What Is A Solo 401(k)?

66

The Ultimate Strategy to Protect Your IRA/401k

67

Open Forum: Listener Questions Answered!

68

Best Retirement Options for Freelancers in 2024

69

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

70

The Best College Saving Strategies!

71

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

72

Real Estate Opportunities in Today’s Market with Noah Brocious

73

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

74

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

75

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

76

The Ultimate Guide to Self-Directed Roth IRAs

77

Self-Directed IRA Summer School

78

The Benefits of Kids Roth IRAs and Teaching Financial Literacy

79

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

80

Social Security Alert - What Is Your Plan?!

81

WEIRD Investments you can make with a Self-Directed IRA

82

51 minutes of Pure Advice on how to Build Wealth

83

What to do if you have an Inherited IRA.

84

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

85

How much you should have in your 401k by age

86

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

87

Open Forum: Self Directed Account Questions from the Internet!

88

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

89

Solo 401(k) - Contributions, Rules & FAQs

90

Is This a Good Deal for my IRA?

91

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

92

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

93

Turn Your Old Employer 401k into a Million Dollars

94

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

95

Solo 401(k) Contribution Limits and Deadlines - 2024

96

Cryptocurrency and Precious Metals in Your Retirement Account

97

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

98

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

99

Your Questions: Roth Conversions and Backdoor Roth IRA

100

Year-End Retirement Account Tips and Tricks

101

Don't Do This With Your Self-Directed IRA

102

The Solo 401K - The Ins and Outs

103

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

104

Self-Directed Case Studies: Real World Application

105

The Power of Checkbook Control: IRA LLC Explained

106

Investing in Self-Storage with AJ Osborne and Mat Sorensen

107

Buying International Real Estate

108

Open Forum: Answering your Self-Directed Account Questions!

109

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

110

Top 10 Roth IRA Questions and Answers 2023

111

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

112

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

113

5 Common Mistakes in Roth Conversions

114

Alternative Assets in a Self-directed IRA or 401K

115

Open Forum: Answering your Self-Directed Account Questions

116

Kid Roth's - Summertime Savings Strategies

117

How to Best Use an IRA LLC

118

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

119

ROTH IRA VS ROTH 401K - The Great Debate!

120

Open Forum: Answering Your Self-Directed IRA Questions!

121

How Your IRA Can Flip Real Estate?

122

Using an IRA or 401K to Fund a Business

123

Self-Directed Case Study with Gary Chung

124

Open Forum: Answering Your Self-Directed IRA Questions!

125

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

126

Open Forum: Answering your Self-Directed Questions

127

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

128

Open Forum: Your Questions Answered on Self Directed Retirement Accounts

129

Investing in Private Funds with your IRA

130

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

131

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

132

Investing in Distressed Assets

133

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

134

SOLO 401K VS. SEP IRA

135

Investing in Alternative Assets with and IRA or 401k

136

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

137

Your 2023 Savings Goal for Your IRA and 401k.

138

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

139

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

140

Backdoor Roth IRA for 2023 and Beyond

141

Roth Conversions and Chunking Before Year End

142

How To Fund Your Deal With Other People's IRAs

143

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

144

New Contribution Limits 2023

145

Roth Accounts for Realtors and Brokers

146

How To Do A Kid's Roth IRA

147

Solo 401(k) Structures and Strategies

148

6 Common Mistakes Investors Make with IRA LLCs and Checkbook IRAs

149

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

150

Analyzing Investments for Retirement Accounts

151

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

152

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

153

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

154

Open Forum

155

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

156

Raising Capital from IRAs & 401(K)s

157

Open Forum

158

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

159

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

160

Open Forum - Answering your difficult Self-Directed IRA questions

161

5 Common Mistakes when Self-Directing

162

Mega Back Door Roth Revealed

163

Leveraging your IRA Investment with Debt

164

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

165

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

166

Real Estate Development in an IRA

167

Deadlines for 2021 Contributions: There's Still Time

168

IRA/LLC for Staking, Defi, & Crypto

169

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

170

Invest Your IRA in a Start-up or Small Business

171

Saving for College: 529 v Coverdell v ROTH IRA

172

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

173

The Truth about IRA/LLCs: Alive and Well

174

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

175

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

176

Legislation Update and Open Forum

177

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

178

Buying and Selling Land in Your IRA

179

Fixing an Excess Roth Contribution

180

Backdoor Roth IRA - Roth IRAs For Everyone

181

How to Flip Real Estate in an IRA

182

How To Mine Crypto In Your IRA

183

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

184

Getting Unstuck With Self-Directing

185

Should Insurance Be Used for Retirement

186

Roth IRA vs. Trad. IRA - The Great Debate

187

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

188

401(k) and ROTH Strategies

189

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

190

Can You Move Crypto Into Your Roth IRA?

191

Roth IRAs for Kids: Rules and Steps to Establish

192

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

193

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

194

Extension Deadlines: IRA & 401k Strategies

195

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

196

The Coverdell ESA and How To Maximize It

197

Rentals, Flips, and Vacation Homes in an IRA

198

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

199

IRA Partnering with Individuals or Other Accounts

200

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

201

Roth IRA Conversions and Chunking Strategies

202

When Does Your IRA Have to Pay Taxes?

203

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

204

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

205

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

206

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

207

Due Diligence Top Ten List When Investing

208

Can I Own GameStop Stock with my Roth?

209

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

210

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

211

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

212

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

213

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

214

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

215

How to use an IRA/LLC or Checkbook IRA

216

Self-Directed IRA Rules

217

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

218

What is a Self-Directed IRA? Getting Started