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All Episodes

Directed IRA Podcast — 231 episodes

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Title
1

Investing in Litigation Finance with Your IRA

2

The Rule of 72 Explained - How to Double Your Money

3

Passing Down Your IRA or 401(k) Tax-Free with an Inherited IRA

4

Roth IRA vs Roth 401(k) - Where Should You Put Your Money?

5

New Legislation Targets Self-Directed IRAs

6

Trump Accounts and How To Optimize Them

7

Investing in Physical Gold & Silver with Your IRA

8

Investing with your Self-directed HSA

9

Why You Shouldn't Buy Real Estate in Your IRA

10

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

11

Getting Started with a Self-Directed IRA

12

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

13

Roth IRA v. HSA: Which is Better?

14

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

15

How To Buy Real Estate in Your Self-Directed IRA

16

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

17

Self-Directed IRA Prohibited Transaction Rules

18

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

19

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

20

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

21

What is a Self-Directed IRA?

22

Open Forum Q&A

23

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

24

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

25

Crypto Market Reset: What To Do Now

26

Private Money Lending in a Self-Directed IRA

27

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

28

Open Forum Q&A on Self-Directed IRAs

29

Should I Set Up a Trump Account for My Kid?

30

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

31

Year-End Retirement Account Strategies

32

Year-End Roth Strategies

33

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

34

Opening a Self-Directed IRA And Understanding Prohibited Transactions

35

Tax-Free Crypto Investing With a Roth IRA

36

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

37

Self-Directed HSA: It's Enrollment Time

38

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

39

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

40

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

41

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

42

Investing in Startups and Venture Capital with Your IRA

43

Investing in Alternative Assets Under $25K with Your IRA

44

Alternative Assets in Your 401(K)

45

The Hidden Secrets About HSAs That Will Blow Your Mind

46

Buying Low in Distressed Markets - Featuring Jamison Manwaring

47

How to Use Your IRA to Invest in Private Funds

48

College Saving Strategies You Never Thought Of

49

Key Questions When Self-Directing Your IRA

50

BEWARE - Avoid these Common Mistakes when Self-Directing

51

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

52

Buying Gold and other Precious Metals in your IRA

53

Should My Trust be the Beneficiary of My IRA?

54

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

55

How to Buy a Rental Property in your IRA

56

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

57

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

58

Backdoor Roth Strategy for 2025

59

Top 10 FAQs For Self Directed IRAs!

60

How to Partner your IRA with others when doing Deals

61

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

62

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

63

Self Directed Mechanics - Transfers & Rollovers

64

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

65

How To Use An IRA LLC/ Checkbook IRA!

66

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

67

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

68

What Is A Self Directed IRA?

69

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

70

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

71

Buying Crypto with your IRA - Step by Step

72

Roth Chunking and Year-End Deadlines & Strategies

73

Open Forum: Listeners Questions Answered!

74

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

75

Maxing Out Your Retirement Account For High Income Earners!

76

5 Roth IRA Benefits you didn't know

77

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

78

What Is A Solo 401(k)?

79

The Ultimate Strategy to Protect Your IRA/401k

80

Open Forum: Listener Questions Answered!

81

Best Retirement Options for Freelancers in 2024

82

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

83

The Best College Saving Strategies!

84

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

85

Real Estate Opportunities in Today’s Market with Noah Brocious

86

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

87

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

88

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

89

The Ultimate Guide to Self-Directed Roth IRAs

90

Self-Directed IRA Summer School

91

The Benefits of Kids Roth IRAs and Teaching Financial Literacy

92

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

93

Social Security Alert - What Is Your Plan?!

94

WEIRD Investments you can make with a Self-Directed IRA

95

51 minutes of Pure Advice on how to Build Wealth

96

What to do if you have an Inherited IRA.

97

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

98

How much you should have in your 401k by age

99

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

100

Open Forum: Self Directed Account Questions from the Internet!

101

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

102

Solo 401(k) - Contributions, Rules & FAQs

103

Is This a Good Deal for my IRA?

104

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

105

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

106

Turn Your Old Employer 401k into a Million Dollars

107

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

108

Solo 401(k) Contribution Limits and Deadlines - 2024

109

Cryptocurrency and Precious Metals in Your Retirement Account

110

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

111

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

112

Your Questions: Roth Conversions and Backdoor Roth IRA

113

Year-End Retirement Account Tips and Tricks

114

Don't Do This With Your Self-Directed IRA

115

The Solo 401K - The Ins and Outs

116

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

117

Self-Directed Case Studies: Real World Application

118

The Power of Checkbook Control: IRA LLC Explained

119

Investing in Self-Storage with AJ Osborne and Mat Sorensen

120

Buying International Real Estate

121

Open Forum: Answering your Self-Directed Account Questions!

122

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

123

Top 10 Roth IRA Questions and Answers 2023

124

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

125

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

126

5 Common Mistakes in Roth Conversions

127

Alternative Assets in a Self-directed IRA or 401K

128

Open Forum: Answering your Self-Directed Account Questions

129

Kid Roth's - Summertime Savings Strategies

130

How to Best Use an IRA LLC

131

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

132

ROTH IRA VS ROTH 401K - The Great Debate!

133

Open Forum: Answering Your Self-Directed IRA Questions!

134

How Your IRA Can Flip Real Estate?

135

Using an IRA or 401K to Fund a Business

136

Self-Directed Case Study with Gary Chung

137

Open Forum: Answering Your Self-Directed IRA Questions!

138

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

139

Open Forum: Answering your Self-Directed Questions

140

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

141

Open Forum: Your Questions Answered on Self Directed Retirement Accounts

142

Investing in Private Funds with your IRA

143

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

144

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

145

Investing in Distressed Assets

146

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

147

SOLO 401K VS. SEP IRA

148

Investing in Alternative Assets with and IRA or 401k

149

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

150

Your 2023 Savings Goal for Your IRA and 401k.

151

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

152

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

153

Backdoor Roth IRA for 2023 and Beyond

154

Roth Conversions and Chunking Before Year End

155

How To Fund Your Deal With Other People's IRAs

156

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

157

New Contribution Limits 2023

158

Roth Accounts for Realtors and Brokers

159

How To Do A Kid's Roth IRA

160

Solo 401(k) Structures and Strategies

161

6 Common Mistakes Investors Make with IRA LLCs and Checkbook IRAs

162

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

163

Analyzing Investments for Retirement Accounts

164

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

165

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

166

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

167

Open Forum

168

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

169

Raising Capital from IRAs & 401(K)s

170

Open Forum

171

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

172

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

173

Open Forum - Answering your difficult Self-Directed IRA questions

174

5 Common Mistakes when Self-Directing

175

Mega Back Door Roth Revealed

176

Leveraging your IRA Investment with Debt

177

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

178

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

179

Real Estate Development in an IRA

180

Deadlines for 2021 Contributions: There's Still Time

181

IRA/LLC for Staking, Defi, & Crypto

182

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

183

Invest Your IRA in a Start-up or Small Business

184

Saving for College: 529 v Coverdell v ROTH IRA

185

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

186

The Truth about IRA/LLCs: Alive and Well

187

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

188

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

189

Legislation Update and Open Forum

190

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

191

Buying and Selling Land in Your IRA

192

Fixing an Excess Roth Contribution

193

Backdoor Roth IRA - Roth IRAs For Everyone

194

How to Flip Real Estate in an IRA

195

How To Mine Crypto In Your IRA

196

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

197

Getting Unstuck With Self-Directing

198

Should Insurance Be Used for Retirement

199

Roth IRA vs. Trad. IRA - The Great Debate

200

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

201

401(k) and ROTH Strategies

202

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

203

Can You Move Crypto Into Your Roth IRA?

204

Roth IRAs for Kids: Rules and Steps to Establish

205

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

206

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

207

Extension Deadlines: IRA & 401k Strategies

208

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

209

The Coverdell ESA and How To Maximize It

210

Rentals, Flips, and Vacation Homes in an IRA

211

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

212

IRA Partnering with Individuals or Other Accounts

213

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

214

Roth IRA Conversions and Chunking Strategies

215

When Does Your IRA Have to Pay Taxes?

216

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

217

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

218

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

219

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

220

Due Diligence Top Ten List When Investing

221

Can I Own GameStop Stock with my Roth?

222

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

223

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

224

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

225

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

226

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

227

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

228

How to use an IRA/LLC or Checkbook IRA

229

Self-Directed IRA Rules

230

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

231

What is a Self-Directed IRA? Getting Started