Скачать или смотреть College Saving Strategies You Never Thought Of

In this episode of the Directed IRA Podcast, attorneys Mat Sorensen and Mark J. Kohler unveil a powerful and often overlooked strategy for funding your child’s college education without relying solely on a 529 plan. They break down how to combine a Coverdell ESA and a Roth IRA for your children, integrate those with self-directed investments, and potentially achieve tax free growth and distributions.

This episode is for business owners, parents, and investors looking for a smarter tax efficient way to save for education. Whether you’re new to self directing or already using these tools for retirement, this strategy could reshape how you approach college planning and family wealth building.

Chapters

00:00 – Introduction to College Funding Secret
01:17 - Self- Directed Accounts for College Savings
03:35 - Kids Roth IRA Strategy
08:14 - Tax-Deductible Methods for Funding
12:17 - Legitimacy and Next Steps