
#CryptoTaxFreePledge (The Secret to Keeping All Your Crypto Gains)
About this episode
In this episode of The Directed IRA Podcast, tax attorneys Matt Sorensen and Mark J. Kohler reveal one of the most powerful strategies for crypto investors, how to grow and withdraw your crypto profits completely tax free using a Crypto Roth IRA.
They break down three key scenarios every crypto holder needs to understand:
Getting started, how to buy crypto in a Roth IRA even if you are new to retirement accounts.
Converting existing IRAs or 401(k)s, how to roll over or convert funds into Roth dollars to start investing in crypto.
High net worth or business owners, how to use Roth Solo 401(k)s, HSAs, and Coverdells to expand your tax free crypto empire.
You will also learn the “No More Taxes on My Crypto Pledge,” why it is never too late to start, and how strategic planning can protect your wealth while maximizing long term gains.
Matt and Mark share real examples from clients, explain the difference between traditional and Roth accounts, and highlight the unique advantages Directed IRA offers for crypto investors, including low fees, easy app based trading, and full IRS compliance.
If you believe in the future of crypto and want to keep every penny of your gains, this episode is your roadmap to doing it the smart, legal, and tax free way.
Chapters:
00:06 - Why a Crypto Roth Exists
02:50 - Three Paths to a Crypto Roth
05:00 - Rolling Over Old IRAs and 401(k)s
07:20 - Converting Traditional to Roth Strategically
08:56 - Solo 401k Power for Business Owners
10:53 - The “No More Taxes” Pledge for New Buys
13:13 - Using Family, HSA, and Coverdell Buckets
16:01 - Costs, Providers, and Getting Help
19:35 - Disclaimers and Final Takeaways
Take the pledge. Stop paying taxes on your crypto. Start building your future tax free with Directed IRA.
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.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
Get every episode summarized
Each time Directed IRA Podcast publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Directed IRA Podcast

Investing in Litigation Finance with Your IRA
Directed IRA Podcast

The Rule of 72 Explained - How to Double Your Money
Directed IRA Podcast

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

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