Podcast Episodes
Back to Search401(k) and ROTH Strategies
Season 2 Episode 23
Mark and Mat outline a variety of strategies to help you take control of your retirement and maximize your retirement savings.
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5 years ago
Who Should I List As The Beneficiary Of My Self-Directed IRA or 401(k)?
Season 2 Episode 22
Choosing a beneficiary for your retirement accounts isn't always a clear-cut decision. In this episode of the Directed IRA podcast, Mark and Mat outl…
5 years ago
Can You Move Crypto Into Your Roth IRA?
Season 2 Episode 21
Mark and Mat answer your questions about owning crypto in a Roth IRA, like: "Can you move crypto you already own to a Roth IRA?" "How do I save taxes…
5 years ago
Roth IRAs for Kids: Rules and Steps to Establish
Season 2 Episode 20
Mark and Mat explain how you can open and fund a ROTH IRA for your children, grandchildren, or even your nieces and nephews. Pass on a legacy. Learn …
5 years ago
OPEN FORUM SHOW - Self-Directed Retirement Plan Questions
Season 2 Episode 19
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self Di…
5 years, 1 month ago
What is a Health Savings Account (HSA) and How Can You Self-Direct It?
Season 2 Episode 18
Self-direct your HSA and invest in what you know. Listen as Mark shows how he uses his HSA to invest in owning Cows, Hay, Crypto Mining, and a rental…
5 years, 1 month ago
Extension Deadlines: IRA & 401k Strategies
Season 2 Episode 17
Extension dates in ANY year bring with them other important deadlines regarding IRA, Roth, HSA, and ESA contributions. Mat and Mark break down the #s…
5 years, 1 month ago
OPEN FORUM SHOW - Self-Directed Retirement Plan Questions
Season 2 Episode 16
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self Di…
5 years, 1 month ago
The Coverdell ESA and How To Maximize It
Season 2 Episode 15
The Coverdell ESA - or Educational Savings Account - is one of the best options to save for college expenses tax-free. Like a Roth IRA or Health Savi…
5 years, 1 month ago
Rentals, Flips, and Vacation Homes in an IRA
Season 2 Episode 14
Yes, your IRA can own real estate. From the rental down the street, to a flip in another city, to a short-term vacation rental - these are all invest…
5 years, 2 months ago