Shows
Directed IRA PodcastBuying Low in Distressed Markets - Featuring Jamison ManwaringIn this episode, Mat Sorensen is joined by Jamison Manwaring, CEO and Co-Founder of Neighborhood Ventures, for a deep dive into the intersection of alternative investing, real estate innovation, and how everyday investors can participate in projects traditionally reserved for institutional capital.Jamison shares how Neighborhood Ventures became Arizona’s first public real estate crowdfunding platform, structured under Regulation A, and how it enables unaccredited investors to access professionally managed real estate opportunities with low minimums and consistent returns. Mat and Jamison also unpack the regulatory structure that allows these offerings, discuss the due diligence process behind ea...2025-07-2925 minDirected IRA PodcastUse Your IRA to Invest in Private FundsDid you know you can use your IRA to invest in private funds? These include private equity, venture capital, hedge funds, and real estate funds.Private funds have become one of the most popular investments among self-directed IRA owners because they offer access to professionally managed strategies, broader diversification, and the ability to passively invest in high-growth sectors—all within a tax-advantaged account.In this episode, "Use Your IRA to Invest in Private Funds," Mat Sorensen and Mark J. Kohler explain how private fund investments work inside an IRA, what separates a legitimate fund from a...2025-07-2524 minDirected IRA PodcastCollege Saving Strategies You Never Thought OfIn 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 reti...2025-07-2214 minDirected IRA PodcastKey Questions When Self-Directing Your IRAIn this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler tackle the ten most frequently asked questions they hear from clients, investors, and professionals about self-directed IRAs. Whether you're brand new to self-directing or looking to avoid common missteps, this episode offers clear, practical guidance grounded in real-world scenarios and thousands of consultations.They cover what your IRA can and cannot invest in, how prohibited transactions work, when to use a checkbook IRA or IRA LLC, how UBIT applies to certain investments, and what type of account is best for your goals. If...2025-07-1430 minDirected IRA PodcastSolo 401(k) vs. Self-Directed IRA - Who Wins?Solo 401(k) vs. Self-Directed IRA: Who Wins? In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler engage in a detailed, side-by-side comparison of two powerful retirement vehicles: the Solo 401(k) and the Self-Directed IRA. From Roth contributions and rollover rules to the Solo 401(k)’s $50K loan feature, Mat and Mark walk through real-world scenarios to help you choose (or combine) the best account for your retirement strategy. If you’re self-employed or considering more control over your retirement investing, understanding the nuances between these accounts is essential.2025-07-0823 minDirected IRA PodcastBEWARE - Avoid these Common Mistakes when Self-DirectingIn this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler dive into the Top 10 Mistakes in Self-Directing Your IRA—and how to avoid them. Whether you're just getting started or already managing self-directed investments, this episode outlines the most common pitfalls that can derail your retirement strategy, including prohibited transactions, improper deal structuring, and UBIT traps. Mat and Mark not only break down each mistake but also provide practical guidance on how to structure deals the right way to stay compliant and protect your tax-advantaged account. They also highlight a critical bonus topic on Required Mi...2025-06-3034 minDirected IRA PodcastWaking Up Your Retirement Account: What Your 401(k) or Sleepy IRA Could Be Doing for YouReady to get started? Book a call with one of our IRA specialists!: https://directedira.com/appointment/If you’ve got an old 401(k) or IRA collecting dust, it’s time to take control. In this episode, Mat and Mark explain how to move your account into a self-directed IRA—without triggering taxes or penalties—and why it matters. You’ll learn what you can invest in, from real estate to startups, and how to avoid costly mistakes. Mat and Mark also share real examples and walk you through the steps to get started. Don’t let your retirem...2025-06-2422 minDirected IRA PodcastHow to Buy a Rental Property in your IRAIn this podcast, Mat breaks down how he used his retirement account to purchase a real, physical rental property—and how he paid zero taxes on the rental income and six-figure profits when he sold. Most people think their retirement is locked into Wall Street investments, but Mat shows how you can use a Self-Directed IRA to invest in assets you know and trust—like real estate. He walks through the exact steps he took, the financial results, and how you can start taking control of your financial future by building wealth outside of traditional investments. 📚...2025-05-1510 minDirected IRA PodcastBackdoor Roth Strategy for 2025In this episode of the Directed IRA Podcast, Mat Sorensen breaks down one of the most powerful tools for building long-term, tax-free wealth: the Backdoor Roth IRA. Many high-income earners believe they’re ineligible for Roth IRAs due to income limits—but that’s where the backdoor strategy comes in.Mat walks you through how the Backdoor Roth IRA works in 2025, including the three-step process of contributing to a traditional IRA, making it non-deductible, and then converting it to a Roth. He covers common pitfalls like the pro-rata rule and re-characterization mistakes, explains how to double up contri...2025-04-0708 minDirected IRA PodcastTop 10 FAQs For Self Directed IRAs!Mat Sorensen and Mark J. Kohler are back with another episode of the Directed IRA Podcast—this time answering the most frequently asked questions about self-directed IRAs. Mat, the CEO of Directed IRA, requested this episode himself because he’s tired of hearing the same questions over and over(Cleary we're kidding). So, he and Mark are tackling them head-on in this special "Getting Started" series.Listeners will get clear answers on what they can invest in, what they should invest in, and the common mistakes to avoid. If you've ever wondered about real estate, private lending, star...2025-03-3139 minDirected IRA PodcastHow to Partner your IRA with others when doing DealsIn this episode of the Directed IRA Podcast, Mark Kohler and Mat Sorensen break down the mechanics of partnering your IRA with others in deals. Whether it’s pooling funds from multiple IRAs, combining accounts within a family, or structuring investments to comply with IRS rules, they cover the do’s and don’ts of co-investing. Tune in to learn how to structure partnerships, avoid prohibited transactions, and maximize your self-directed retirement investing strategy.Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book...2025-03-2626 minDirected IRA PodcastSelf Directed Mechanics - Transfers & RolloversIn this episode of the Directed IRA Podcast, Mark Kohler and Mat Sorensen break down the key steps to setting up and funding a self-directed retirement account. If you have an existing IRA, 401(k), or another retirement account and you're wondering how to transition into self-directing, this episode is for you.Mark and Mat discuss the importance of understanding what type of retirement account you already have, how to take inventory of your funds, and what options are available for rolling over or transferring assets. They also highlight common mistakes people make when assuming what kind of...2025-03-0522 minDirected IRA PodcastHow To Buy XRP Tax-Free With A Roth IRA!Is it possible to invest in crypto completely tax-free? Yes—if you use a Roth IRA! In this episode of the Directed IRA Podcast, Mat Sorensen breaks down how you can use a self-directed Roth IRA to invest in cryptocurrencies like XRP while avoiding capital gains taxes.Most people assume Roth IRAs are limited to stocks, bonds, and mutual funds through major brokers like Fidelity or Schwab. But with a self-directed Roth IRA, you can invest in alternative assets—including crypto. Mat walks you through how to open a crypto Roth IRA, transfer funds tax-free, and use a Ge...2025-02-1811 minDirected IRA PodcastHow To Use An IRA LLC/ Checkbook IRA!Mat Sorensen and Mark J. Kohler break down the IRA LLC, also known as the Checkbook IRA, explaining how it works, when it makes sense, and how to avoid common pitfalls. As experienced tax attorneys, they clarify the rules, discuss asset protection benefits, and share real-world use cases. Whether you're investing in real estate, private loans, or other alternative assets, this episode gives you the key information to keep your self-directed IRA compliant while maximizing flexibility.Learn More at: https://directedira.com/ira-llc/Directed IRA Homepage: https://directedira.com/ Directed IRA...2025-02-1031 minDirected IRA PodcastSelf-Directed IRA Rules - Buying Real Estate and Alternative Assets.In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler continue their deep dive into self-directed IRAs, focusing on the rules you need to follow. This is part two of their ten-part series, where they discuss what you can and cannot invest in using your IRA.They explain prohibited transactions, disqualified persons, and how the tax code impacts your investment decisions. The episode also clarifies common myths, such as the idea that self-directed IRAs are overly complex or risky.Whether you're a seasoned investor or just getting started, this episode will...2025-01-2229 minDirected IRA PodcastWhat Is A Self Directed IRA? Pt.1Wall Street isn’t telling you the whole story about your retirement accounts—they tell you what works for them. In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler kick off a 10-part series covering everything you need to know about self-directed IRAs.What is a self-directed IRA? How does it work? And why is Wall Street reluctant to share these options with you? Mat and Mark dive into the power of self-directing, explaining how you can invest in assets beyond the stock market, including real estate, private businesses, crypto, and...2025-01-1441 minDirected IRA PodcastBuying Crypto with your IRA - Step by Step In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down everything you need to know about using a crypto IRA or crypto 401(k) to invest in top tokens like Bitcoin, Solana, and XRP. Learn the step-by-step process to open an account, fund it, and start trading—all within tax-advantaged vehicles like a Roth IRA. Discover why thousands of investors trust Directed IRA to streamline this process and how you can achieve tax-free gains on your crypto investments. Don’t miss this expert guide to se...2024-12-1716 minDirected IRA PodcastRoth Chunking and Year-End Deadlines & StrategiesDon't Miss These Year-End Retirement Deadlines!In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J Kohler break down the five crucial actions you need to take before December 31st to maximize your retirement and tax strategy. From Roth conversions to required minimum distributions (RMDs), we cover what you must know to avoid missing out on key opportunities and facing unnecessary penalties. Highlights:- Roth Conversions: Why you should act before year-end to lock in your tax bracket and optimize your retirement savings. - Year-End Tax Planning:Avoid scrambling on De...2024-12-0224 minDirected IRA PodcastOpen Forum: Listeners Questions Answered!Podcast Description:In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler answer listener-submitted questions in an open forum! They cover key topics like managing Required Minimum Distributions (RMDs) within IRA LLCs, strategies for Roth conversions, and the ins and outs of rolling over a Roth 401(k) to a solo 401(k). They also discuss critical considerations for maximizing Social Security benefits and avoiding Medicare penalties.Tune in for expert insights and practical tips on self-directed retirement accounts, tax strategies, and more—straight from real questions submitted by our audience!...2024-11-2549 minDirected IRA PodcastMaxing Out Your Retirement Account For High Income Earners!In this episode of the Directed IRA Podcast, Mat Sorensen joins forces with Mark J. Kohler to break down essential retirement strategies for high-income earners. They discuss the critical $2.5 million retirement target, the importance of "employee after-tax contributions," and how to maximize retirement accounts with over $100,000 in contributions annually—even for W-2 employees. Mat and Mark debunk common myths about retirement planning and explain why growing your retirement account doesn’t have to mean locking up your funds in Wall Street products. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfD...2024-11-0733 minDirected IRA Podcast5 Roth IRA Benefits you didn't knowIn this episode of the Directed IRA Podcast, Mat and Mark explore the hidden benefits of the Roth IRA that many investors overlook. While most people know about the tax-free growth advantage, there’s much more to this retirement account that makes it a must-have for any financial strategy. From the backdoor Roth IRA to the flexibility of withdrawing contributions without penalty, Mat and Mark unpack five surprising benefits that can help you maximize your retirement savings. Tune in to learn why the Roth IRA is often referred to as the "Cadillac" of retirement planning and discover some unique str...2024-10-0419 minDirected IRA PodcastReal Estate Vs IRA's and 401(k) ft. Kris KrohnIn this special episode, Mat is joined by Kris Krohn, a real estate expert with a massive following, for a debate on the best way to build wealth—investing in real estate or focusing on your IRA/401k. 💥We dive into the numbers, the pros and cons of each strategy, and why Kris thinks IRAs and 401ks are underperforming for most investors. I share my perspective on the power of self-directed IRAs and how they can offer a more dynamic approach to building retirement wealth.Tune in for some surprising stats, real-life examples (OJ Simpson’s 401k...2024-09-121h 15Directed IRA PodcastThe Ultimate Strategy to Protect Your IRA/401kIn this episode, Mat Sorensen and Mark J. Kohler dive into a critical yet often overlooked topic: Asset Protection for your 401(k) and IRA. Many people focus on the tax benefits of retirement accounts, but did you know these accounts offer powerful protections from lawsuits and bankruptcy?Mark and Mat discuss real-life examples, including how even O.J. Simpson has managed to keep his 401(k) intact despite a massive civil lawsuit judgment. If you're worried about protecting your retirement savings, this is the episode for you. Learn why your retirement accounts may be one of your strongest...2024-09-0918 minDirected IRA PodcastBest Retirement Options for Freelancers in 2024In this episode, Mat Sorensen and Mark J. Kohler discuss a topic crucial for freelancers, independent contractors, and all those hustling to make a living without the traditional benefits of a 401(k). If you're a freelancer who has ever felt left out of retirement planning, this episode is for you.Mat and Mark dive into the unique opportunities available to freelancers when it comes to retirement savings. They explore why being your own boss is not only great for flexibility and creativity but also for tax and legal advantages that the average employee can't access. Y...2024-08-2228 minDirected IRA PodcastHow to Invest in Venture Capital & Startups (ft. Mat Sorensen & Chris Lustrino)Welcome to a special Directed IRA webinar episode! I'm Mat Sorensen, and today we're diving into the critical world of venture capital investing. While many are familiar with real estate and private equity, venture capital is a powerful asset class with its own unique risks and rewards. To guide us through this, I'm joined by Chris Lustrino, CEO and Founder of Kingscrowd. Chris is an expert in venture analytics and fund performance, and together, we'll explore how you can navigate and succeed in this exciting investment space.Directed IRA Homepage: https://directedira.com/ Directed IRA...2024-08-1644 minDirected IRA PodcastThe Best College Saving Strategies!Welcome to another episode of the Directed IRA Podcast! In this episode, Mat Sorensen and Mark J. Kohler dive into funding college education without relying on student loans. Whether you're a parent of young children or teens, understanding how to use Coverdell Education Savings Accounts, Roth IRAs, and 529 Plans can save your family from the burden of student loan debt.Key Discussion Points:- The pros and cons of using 529 Plans for college savings.- How Coverdell ESA's can offer flexibility for educational expenses.- The surprising benefits of a Roth IRA for...2024-08-0131 minDirected IRA PodcastSolo 401(k) or SEP IRA: Determining the Best Retirement Strategy for the Self-EmployedWelcome to the Directed IRA Podcast! This is Mat Sorensen, joined by the insatiable Mark J. Kohler. In this episode, we dive into a hot topic: Solo 401(k) vs. SEP IRA. Are you self-employed and wondering which retirement plan suits you best? We break down the differences, benefits, and unique scenarios for both options.Join us as we explore:- The origins and benefits of the SEP IRA.- Why the Solo 401(k) is often considered the superior choice for self-employed individuals.- Strategies for maximizing your contributions and making the most out...2024-07-2524 minDirected IRA PodcastSocial Security Alert - What Is Your Plan?!In this episode, Mat Sorensen and Mark J Kohler discuss the looming crisis of Social Security running out and provide essential strategies for planning ahead. Learn how self-directing your IRA or 401k can serve as a powerful tool to safeguard your financial future amidst the potential loss of Social Security. Don't miss this crucial conversation on securing your retirement and maximizing your wealth-building opportunities.Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:2024-05-1625 minDirected IRA Podcast51 minutes of Pure Advice on how to Build WealthIn this exclusive live audience podcast, recorded at the Self-Directed IRA Summit, @MarkJKohler and I talk about how powerful the tool of self-directing is. Joined by seasoned self-directed investors John Shekachi and Dr. David Anderson, talking about REAL DEALS, making REAL MONEY.Ask Mat:https://matsorensen.com/ask-mat/Want to get in touch with Mark? Visit his site...https://markjkohler.com Ready to become a tax pro? Join Marks Main Street Business Tax Pros-https://markjkohler.com/the-main-street-tax-pro-certification/ Directed IRA Homepage: http...2024-04-2551 minDirected IRA PodcastBuying Crypto in Your IRA - Trading, Staking, and MiningIn this episode of the Directed IRA Podcast, Mark and Mat get into the resurgence of interest in cryptocurrency investing. From Bitcoin hitting new highs to the SEC's approval of ETFs, the crypto landscape is evolving. Key Topics Covered:- Breaking down the process of buying and investing in crypto through IRAs and 401(k)s.- The significance of ETF approval and the involvement of major financial players.- Exploring the growing interest in various cryptocurrencies beyond Bitcoin.- Understanding the $33 trillion in U.S. retirement accounts and diversifying investment o...2024-01-1825 min
Directed IRA PodcastDon't Do This With Your Self-Directed IRAMark and Mat provide a comprehensive breakdown of what NOT to do. From common mistakes to lesser-known pitfalls, we've got you covered! Join us as we unravel the confusing bits and provide tips to safeguard your retirement funds.This episode reveals the top ten mistakes you should avoid when managing your self-directed IRA. From misunderstandings about prohibited transactions to tricky tax implications, Mark and Mat guide you through the dos and don'ts of self-directed retirement investing.Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA 2023-11-2124 min
Directed IRA PodcastInvesting in Self-Storage with AJ Osborne and Mat SorensenJoin Mat Sorensen and guest expert AJ Osborne (300M+ AUM) as they discuss investing in self-storage with personal funds and an IRA or 401k. In this webinar, we discuss:- Top 3 Reasons You Should Consider Investing in Self-Storage- Portfolio Case Studies- What Makes a Good Self-Storage Operator- Due Diligence, Underwriting, and Rates vs. Rents- Vacancy and Demographics- How Do I Get Started Investing in Self Storage?- Can I use an IRA or Solo 401k to Invest in Self Storage?About AJ: 2023-10-171h 15
Directed IRA PodcastWhy The Average American Should Consider Self-Directing Their IRAsMat and Mark answer a crucial question: Should the average person self-direct? They dissect this query, sharing their insights on who should seriously consider self-directed IRAs and why.Discover three types of people who are excellent candidates for self-directed investing and three who might not be. Mat and Mark also emphasize the importance of knowledgeable CPAs, financial advisors, and professionals in helping clients make informed decisions about their retirement funds.If you're curious about self-directed IRAs, want to explore alternative investment options beyond Wall Street, or simply want to gain financial freedom, this podcast episode...2023-10-0222 min
Directed IRA PodcastDebate: Mat and Kris Krohn debate whether to grow wealth in real estate or in an IRA or 401kWe're excited to present a special webinar recording with guest expert, Kris Krohn, a seasoned real estate expert. You will discover the potential of single-family home investments in the current economic landscape. In this webinar, you will learn actionable insights, real-world case studies, the power of self-directed IRAs in the single-family-home market, and how to generate above-average real estate returns. 📲 CONNECT WITH KRIS:=================Podcast https://www.kriskrohnshow.comInstagram https://www.instagram.com/kriskrohn/Facebook https://www.facebook.com/MentorwithKrisTwitter https://twitter.com/kriskrohnmentorLinkedIn https://www.linkedin.com...2023-09-141h 31Directed IRA PodcastOpen Forum: Answering your Self-Directed Account QuestionsJoin Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast----🔊 Found this video helpful? Click the Like button & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. Don't forget to leave your questions in the comment section below!...2023-07-1140 min
Directed IRA PodcastEp.103 Kid Roth's - Summertime Savings StrategiesHow can you be the best parents? Get your kids saving! In this podcast episode, Mat and Mark walk you through the exact steps to create a legacy for your children. They also provide a very useful tax tool to turbo-charge saving with small steps.When you help your kids understand money, they have the ability to build wealth. Get a pad and pen ready because you’ll want to write down the Kid’s Roth IRA strategy!----Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Exec...2023-06-2129 min
Directed IRA PodcastEp.102 How to Best Use an IRA LLCJoin Mat and Mark as they break down how to set up the perfect structure to partner your IRA with other accounts or individuals and build a mega IRA account; the checkbook LLC is a unique structure many don’t understand.About Mat Sorensen:Mat is the leading national authority of The Self-Directed IRA industry, CEO of Directed IRA, partner at KKOS Lawyers, and best-selling author of “The Self Directed IRA Handbook,” with 40,000+ copies sold. Mat is also a VIP Contributor at Entrepreneur and an expert author at Cryptopedia. He is a go-to guest speaker for financ...2023-06-1225 min
Directed IRA PodcastEp.101 ROTH IRA VS ROTH 401K - The Great Debate!Mat and Mark discuss key points you need to know in order to decide what account types are best for you based on your personal situation and investment objectives. We’ll discuss the qualifications and requirements for each account type. Watch The Great Debate between tax attorneys and bestselling authors, Mat Sorensen & Mark J. Kohler on how to best grow your money tax-free.---Leave your questions in the comment section below! Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com...2023-05-3122 min
Directed IRA PodcastOpen Forum: Answering Your Self-Directed IRA Questions!Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast----🔊 Found this video helpful? Click the Like button & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. Don't forget to leave your questions in the comment section below!...2023-05-1838 min
Directed IRA PodcastOpen Forum: Answering Your Self-Directed IRA Questions!Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcastAbout Mat Sorensen:Mat is the leading national authority of The Self-Directed IRA industry, CEO of Directed IRA, partner at KKOS Lawyers, and best-selling author of “The Self Directed IRA Handbook,” with 40,000+ copies sold. Mat is also...2023-04-1729 min
Directed IRA PodcastEp.96 IRA & 401k Deadlines and Limits 22' & 23'Mat Sorensen and Mark J. Kohler explain everything you need to know about the increased contribution limits and looming deadlines for 2023. They walk through the rules and common strategies people use to get more money into their retirement accounts. They explain that the time is now to take action on your 2022 contributions and 2023 deadlines. This episode will have you perfectly prepared to max out your retirement account!Article on Contribution Limits and Deadlines: https://directedira.com/irs-2023-contribution-limits/Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA2023-04-0726 min
Directed IRA PodcastWebinar 22: Banking Crisis and How to Protect Your Cash? W/ Guest Jonathan Morris CEO of Titan BankIn this webinar Mat and Aaron will be speaking with banking expert Jonathan Morris, CEO at Titan Bank, to discuss our most current events around banks collapsing. Topics Will Include:-How can you control your financial stability-Banks collapsing due to bank runs-FDIC insurance, rules and regulations-$250k Limit and Joint Accounts-FDIC Insurance for IRA/LLCs, Solo 401(k)'s, and IRAs-What is pass-through FDIC insurance-What options you have for multiple banking accounts-Bank deposit risks-What is the Bank Term Funding Program (B...2023-03-1653 min
Directed IRA PodcastEp.91 Investing in Private Funds with your IRAMat Sorensen and Mark Kohler outline how self-directed IRAs and solo 401(k)s can invest in private funds. These types of funds Including Hege Funds, Private Equity, Venture Capital, and Private Real Estate funds. Together they discuss the dos and don'ts of the most common fund types and how to use your Self-Directed IRA with one!Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: ...2023-03-0625 min
Directed IRA PodcastWEBINAR 20: How much do you need in your IRA or 401k to retire?How much do you need in your IRA or 401k to retire? The Formula You Will Need.Hosted by Mat Sorensen, bestselling author of The Self Directed IRA Handbook, and Aaron Halderman, COO of Directed IRA.In this webinar we will discuss:Get clarity on your numbers.Know how to create an actionable retirement plan.Set yourself up for success in 2023.Register to get your questions answered Live by Mat and Aaron. in our next Webinar! https://directedira.com/webinar/Schedule a Free 15-minute new a...2022-12-281h 02
Directed IRA PodcastEP. 79 Roth Conversions and Chunking Before Year EndRoth conversions remain popular as many fear that tax rates will only increase in the next few years, so why not convert now at lower tax rates and let the account grow and come out tax-free at retirement? Remember, if you have a traditional IRA or 401(k), then that money grows tax-deferred, but you pay tax on the money as it is drawn out at retirement. If you have traditional dollars where you obtained tax deductions for those contributions, you then have to pay tax on the amount you want to convert to Roth.----Schedule...2022-12-0133 min
Directed IRA PodcastEP 77: Open Forum - Self-Directed IRA Q&A on Start-Ups, Syndicates, RMD, Crypto, FDIC, Side Door Solo 401kBestselling authors, Mat Sorensen of, "The Self-Directed IRA Handbook," and Mark J. Kohler, "The Tax & Legal Playbook," answer your questions on buying alternative assets with retirement accounts including: • Investing in a start-up with a Roth IRA.• What happens to a 401k or self-directed IRA that has invested in a syndication when retiring.• How to best plan for Required Minimum Distribution (RMD).• The difference between a Trust Company vs. Third Party Administrator (TPA).• What you need to know about FDIC Insurance when investing in alternative assets.• Understand the Side Door Solo 401k.Schedule a F...2022-11-1441 min
Directed IRA PodcastNew Contribution Limits 2023Mat Sorensen and Mark J. Kohler explain everything you need to know about the increased contribution limits for 2023. They walk through the rules and common strategies people use to get more money into their retirement accounts. They show how to avoid jacking up your account. This episode will have you perfectly prepared to max out your retirement account! Solo 401k Special 2023 - Learn moreDirected IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other2022-11-0730 min
Directed IRA PodcastEP 75: Roth Accounts for Realtors and BrokersAs a real estate professional, you can have a major edge. There is $35 trillion in retirement accounts in the U.S. that can buy real estate! Bestselling authors, Mat Sorensen and Mark J. Kohler explain a powerful strategy to sell more real estate and walk you through the structure of it step-by-step (you can see the whiteboard diagramming via the YouTube link). Are you a realtor? Are you using a tax free bucket? There are so many gems in this podcast episode that will get you excited about real estate investing with IRAs. Additional Resources:Download ”Inv...2022-11-0227 min
Directed IRA PodcastEP 74: How To Do A Kid's Roth IRAHow can you be the best parents? Get your kids saving! Bestselling authors, Mat Sorensen and Mark J. Kohler share their real-life experiences of how they got their kids set up with Roth IRAs. In this podcast episode, they walk you through the exact steps to create a legacy for your children. They also provide a very useful tax tool to be able to turbo-charge saving with small steps.When you help your kids understand money, they have the ability to build wealth. Get a pad and pen ready because you’ll want to write down the...2022-10-2528 min
Directed IRA PodcastEp.73: Solo 401(k) Structures and StrategiesIn this Podcast Mat Sorensen, CEO and Aaron Halderman, COO of Directed IRA discussed everything you need to know about Solo 401(k)s including:4 Key Points to Consider When Using a Solo 401(k)Do I Need an LLC to have a Solo 401(k)What are the QualificationsWhat is a Side-door Solo 401(k)Increased Contribution Limits for 2022UDFI TaxContribution Deadlines: Rules, Steps, and StrategiesMat & Aaron also answered numerous Solo 401k questions regarding account qualification and types of strategies. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA ...2022-10-1756 min
Directed IRA PodcastEp.72: 6 Common Mistakes Investors Make with IRA LLCs and Checkbook IRAsThe IRA LLC and Checkbook IRA is one of the best tax savings tools. It provides many opportunities but you’ve got to know the rules to avoid making mistakes.Think of this podcast episode as your “IRA LLC Safety Class,” led by Mat Sorensen and Mark J. Kohler as they guide you past possible pitfalls including:Wrong Set up for Your IRA LLC or Checkbook IRA.Why You Must Respect The Prohibited Transaction Rules.Incorrectly Putting Money into Your IRA.Misunderstanding Taking a Distribution.The Consequences of Not Keeping Your LLC Up To Date.Operating Incorr...2022-10-1133 min
Directed IRA PodcastEP71 Open Forum: Your Questions Answered on Real Estate in a Roth IRA, Short Term Rentals, UBIT TaxYou asked and bestselling authors, Mat Sorensen & Mark J. Kohler answered your self-directing IRA questions! Can you self-direct in a multi-family syndication with a self-directed Roth IRA? Is UBIT or UDFI due with a debt structure? Can you own an AirBnB Rental property outside the U.S. in an IRA? These were a handful of the many questions tax attorneys and bestselling authors, Mat Sorensen & Mark J. Kohler answered on self-directing with an IRA. In this Directed IRA Podcast episode they provided insight on:Real Estate in a a Roth IRAShort Term RentalsSolo 401k QualificationUBITMega Backdoor RothAnd more!...2022-09-2855 min
Directed IRA PodcastEP 70: Analyzing Investments for Retirement AccountsMat Sorensen, bestselling author of "The Self Directed IRA Handbook" interviewed Jamison Manwaring, a former Goldman Sachs equity analyst turned real estate syndicator for multi-family real estate. He explained how he does investment analysis to determine when to buy, sell or hold.Jamison has bought hundreds of units as Co-Founder and CEO of Neighborhood Ventures. He clarified why real estate multi-family can be a great hedge against inflation.Mat and Jamison also talked about:Making investment decisionsComparing the stock market to real estateHow to invest in what you knowA rate of return formula for...2022-09-1656 minDirected IRA PodcastEP 69: Student Loan Debt Crisis and The Solution - Coverdell ESAs, 529 and Roth IRAsThis episode is a "Must listen," to for any parent!Total Student Loan Debt is $1.75 trillion.The average amount per borrower is $29,000.There are 2.4 million retirees who struggle to pay student loan debt aged 62 and older.What is the best strategy for parents to pay for their kid's college debt free?Mat Sorensen and Mark J. Kohler talk about account types you can use and how to save in a tax favored way. They explain the benefits of Coverdell ESAs, 529 and Roth IRAs and, which accounts to use first.Mat and Mark also...2022-09-0741 minDirected IRA PodcastRoth IRA vs. Health Savings Account (HSA): Which Is Better?If you only had $5,000, would you put it in a Roth IRA or a Health Savings Account (HSA) account?Watch The Great Debate between tax attorneys and bestselling authors, Mat Sorensen & Mark J. Kohler on how to best grow your money tax-free.Some key comparisons:ANNUAL CONTRIBUTIONSHSA gives you a tax deduction. You can contribute Single $3,650 and Family $7,300.Roth IRA has no tax deduction. You can contribute $6,000 per person + $1,000 if 50 or older.Roth IRA for Kids with income.GROWTHBoth the HSA and Roth IRA...2022-08-3119 minDirected IRA PodcastInvesting Strategies! What Would The Bank Do? Top 10 Due Diligence Checklist!Is there a deal you're considering? Are you aware of the investment risks? You need to ask yourself some hard questions to protect yourself. Here are the top 10 tips on how to minimize your risk with a simple, yet powerful list of questions that will show you how to negotiate like a serious investor and to protect you from bad deals.In this episode, Mat Sorensen and Mark J. Kohler not only talk in detail about how to analyze if a deal is a good fit for you, we give real life examples to help y...2022-08-2239 minDirected IRA PodcastEp. 64 Raising Capital from IRAs & 401(K)sWhether you’re trying to raise $50,000 or $50 million, there is $30 trillion in U.S. retirement accounts.IRAs can always self-direct. Therefore, you are allowed to invest in alternative assets like real estate with an IRA or Solo 401k.In this video Mat Sorensen and Mark J Kohler show:•3 Steps to Unlock Money and,•3 Ways to Raise Capital from IRAs and 401ks. The 3 strategies Mat and Mark explain in detail are:LenderPartnerInvestor Grab a pen and paper to take notes as Mat & Mark reveal m...2022-07-1844 minDirected IRA PodcastEp 61: Analyzing a Rental Property & Investing with your Self-Directed IRAIn this webinar/podcast episode Mat Sorensen and Aaron Halderman are Interviewing national real estate expert Marco Santarelli of Norada Real Estate on how to analyze a potential rental property. In this virtual broadcast/webinar we will discuss:- How to find a good rental property and what you should look for- How to run the numbers and analyze whether a property would be a good investment for your IRA- What property types and markets are popular- How do you get started with as little as $50k in your IRA, and what are...2022-06-221h 04Directed IRA PodcastEp 54- OPEN FORUM SHOW - Self-Directed Retirement Plan QuestionsJoin 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 Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcastDirected IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen:2022-03-2528 minDirected IRA PodcastEp 50- OPEN FORUM SHOW - Self-Directed Retirement Plan QuestionsJoin 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 Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcastDirected IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https...2022-02-2347 minDirected IRA PodcastEp 48- Saving for College: 529 v Coverdell v ROTH IRAJoin Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat weigh the pros and cons of the 529, Roth IRA, and Coverdale when saving for college. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcastDirected IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee...2022-01-2429 minDirected IRA PodcastEp 47- OPEN FORUM SHOW - Self-Directed Retirement Plan QuestionsJoin 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 Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcastDirected IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https...2022-01-141h 02Directed IRA PodcastEp 46- The Truth about IRA/LLCs: Alive and WellAttorneys Mat Sorensen and Mark Kohler discuss the IRA LLC (AKA, Checkbook IRA) structure and dispel the myths being promoted by others as a result of the recent tax court case, McNulty v. Commissioner. This case involved an IRA LLC that held precious metals and Mat and Mark explain what the court ruled and what self-directed IRA investors should know. For Mat’s article and the courts ruling please read his article Sign up for the First EVER "Crypto Taxation Summit" at www.cryptotaxsummit.com.Directed IRA Homepage: https://directedira.co...2022-01-0132 minDirected IRA PodcastEP 42 - OPEN FORUM SHOW - Self-Directed Retirement Plan QuestionsJoin 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 Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcastDirected IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https...2021-11-0143 minDirected IRA PodcastEP 36 - OPEN FORUM SHOW - Self-Directed Retirement Plan QuestionsJoin 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 Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcastDirected IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https...2021-08-1144 minDirected IRA PodcastEP 35 - Getting Unstuck With Self-DirectingMark and Mat explain ways people get stuck when it comes to self-directing their retirement account (not enough money, don't have a deal) and give ideas and strategies on how to get unstuck so that you can self-direct into the types of assets you know and want in your accounts such as real estate, notes, crypto, small businesses, LLCs, and private companies and funds. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:2021-07-3050 minDirected IRA PodcastEp 34 - Should Insurance Be Used for RetirementRetirement Insurance Plans: Are they a practical option? Mark and Mat weigh in on this controversial topic in this episode of the Directed IRA Podcast. They cover the key differences between a retirement insurance plan and an IRA and the practicalities of both options. Visit directedira.com for more information on taking control of your retirement. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://ma...2021-07-2240 minDirected IRA PodcastEp 33- Roth IRA vs. Trad. IRA - The Great DebateIn this episode of the Directed IRA Podcast, Mat and Mark break down the pros and cons of a Roth IRA vs. a Traditional IRA. The Directed IRA podcast is an educational resource provided by Directed IRA & Directed Trust Company https://directedira.com/.Directed IRA has helped thousands of self-directed investors and has processed over half a billion in self-directed transactions. It is the highest-rated self-directed IRA custodian based on verified google reviews and takes pride in providing knowledgeable and helpful service to its customers.Self-directed accounts can be fully opened within 5 minutes u...2021-07-1438 minDirected IRA PodcastEP 32 - OPEN FORUM SHOW - Self-Directed Retirement Plan QuestionsJoin 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 Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcastDirected IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https...2021-07-061h 01Directed IRA PodcastEP 31 - 401(k) and ROTH StrategiesMark and Mat outline a variety of strategies to help you take control of your retirement and maximize your retirement savings. Visit directedira.com for more information. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com 2021-06-2553 minDirected IRA PodcastEP 30 - Who Should I List As The Beneficiary Of My Self-Directed IRA or 401(k)?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 outline the pros and cons of a variety of designation options to help you make the best decision for you. Visit DirectedIRA.com for more information. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KK...2021-06-1631 minDirected IRA PodcastEP 29 Can You Move Crypto Into Your Roth IRA?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 on crypto I already own?" "If I use an IRA to own crypto, can I access my money before retirement?" and more. Visit DirectedIRA.com to learn more! Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://ma...2021-06-0921 minDirected IRA PodcastEP 28 - Roth IRAs for Kids: Rules and Steps to EstablishMark 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 more by going to DirectedIRA.com for more info.Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com 2021-06-0722 minDirected IRA PodcastEP 27 - OPEN FORUM SHOW - Self-Directed Retirement Plan QuestionsJoin 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 Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast.Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen:2021-06-0138 minDirected IRA PodcastEP 26 - What is a Health Savings Account (HSA) and How Can You Self-Direct It?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 in Chicago that he bought ten years ago. Mark explains how his rental in Chicago paid for his daughter's braces. Mat uses his HSA to invest in public stocks and crypto. Why an HSA? You get a tax deduction when you put money in and it comes out when you have medical tax-free at any age. This is the only deal out there where you get a tax deduction on...2021-05-2145 minDirected IRA PodcastEP 25 - Extension Deadlines: IRA & 401k StrategiesExtension dates in ANY year bring with them other important deadlines regarding IRA, Roth, HSA, and ESA contributions. Mat and Mark break down the #s and the strategies as to consider when facing these regular deadlines.Articles and Videos referenced in the show: "The Coverdell ESA or Educational IRA: The Hidden Gem" https://markjkohler.com/the-coverdell-esa-or-educational-ira/"Last Chance to Write-off an HSA for 2020" https://markjkohler.com/an-hsa-may-be-your-best-tax-and-healthcare-strategy/"Back Door Roth IRA Rules and Steps" https://sdirahandbook.com/self-directed-ira-investing/roth-iras-are-for-high-income-earners-too/Learn more and sign up for the E-Newsletter a...2021-05-131h 01Directed IRA PodcastEP 24 - OPEN FORUM SHOW - Self-Directed Retirement Plan QuestionsJoin 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 Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast.Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https...2021-05-101h 16Directed IRA PodcastEP 23 - The Coverdell ESA and How To Maximize ItThe 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 Savings Account any investments inside the ESA will grow tax-free, and come out tax-free, but only for any qualified education expense. In this episode, Mark and Mat cover all things Coverdell ESA from the origin and history to the many benefits a Coverdell ESA can provide for you! To learn more visit: https://directedira.com/Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee...2021-05-0351 minDirected IRA PodcastEP 22 - Rentals, Flips, and Vacation Homes in an IRAYes, 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 investments you can own with a Self-Directed IRA at Directed IRA. Mat and Mark break down the rules and structures for these common investments.If you would like to learn more or would like to start your Self-Directed retirement account, visit https://directedira.com/Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira...2021-04-2639 minDirected IRA PodcastEP 21 - Strategies For Moving an Old IRA to a Self-Directed IRAMat and Mark cover how to move your money from an old IRA and 401(k) to a Self-Directed Account. They cover some game-changing strategies including the In-Kind Rollover strategy, which will help you maximize the returns in your retirement. If you would like to learn more or would like to start your Self-Directed retirement account, visit https://directedira.com/ Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:...2021-04-191h 12Directed IRA PodcastEP 20 - IRA Partnering with Individuals or Other AccountsPartnering in your IRA and other retirement accounts can be a powerful strategy that can open the doors to high-yielding investments. But, buyer beware, there are some unique rules that come with these types of partnerships. Mat and Mark break down all the rules to help you stay up to date with these industry-leading strategies. Take control of your retirement by investing in what you know.Learn more at https://directedira.com/Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira...2021-04-0945 minDirected IRA PodcastEP 19 - OPEN FORUM SHOW - Self-Directed Retirement Plan QuestionsJoin 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 Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast.Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https...2021-04-021h 07Directed IRA PodcastEP 18 - Roth IRA Conversions and Chunking StrategiesRoth IRAs and Roth 401(k)s grow and come out tax-free at retirement. Mark and Mat outline the steps to get to Roth (it's for high-income earners too) from traditional IRA or 401(ks) and cover the sweet spots to keep the tax burden low when converting to Roth.Learn more at https://directedira.com/Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com...2021-03-2654 minDirected IRA PodcastEP 17 - When Does Your IRA Have to Pay Taxes?Mark and mat explain the two taxes That can apply to your IRA or other retirement accounts. These taxes, unrelated business income tax "UBIT" and Unrelated Debt-Financed Income Tax "UDFI" are the two taxes that can apply to your retirement account. Mat and Mark Explain how they apply and the strategies on how to minimize or avoid them.Learn more at https://directedira.com/Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other2021-03-1929 minDirected IRA PodcastEP 16 - How to Invest in Bitcoin and Other Cryptocurrency with a Self-Directed IRA or 401kMat and Mark outline how you can invest in Bitcoin and other Cryptocurrency with an IRA or 401k. They go over the three strategies available which can all be accomplished at Directed IRA. 1. Having your IRA directly own a crypto trading account at Gemini through our special strategic relationship (no IRA/LLC required). 2. Using an IRA/LLC where the LLC bank checking account is linked to a wallet/exchange of your choice. 3. Buying Bitcoin Trusts or ETF (Grayscale/Osprey). They also discuss tax benefits of using a retirement account, cold storage options, and fees to expect in the process...2021-03-1042 minDirected IRA PodcastEP 15 - How to Invest in a Private Company before they list on the Public ExchangesSpecial webinar episode hosted by Mat Sorensen & Aaron Halderman with Special Guest Chris Loeffler. Learn more at https://directedira.com/podcast/Self-Directed Investing in Private Stock & Real Estate• From the chair of a market participant, a seasoned investor, and an experienced sponsor we will explore the following:• Why are investors seeking alternatives to traditional stocks and bonds and how does venture capital (VC) and real estate fit into the equation?• What is an online investment platform and what deals are being done currently?• How can an Accredited and Non-Accredited self-directed IRA investor get invo...2021-02-2259 minDirected IRA PodcastEP 14 - OPEN FORUM SHOW - Self-Directed Retirement Plan QuestionsJoin 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 Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast.Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https...2021-02-1954 minDirected IRA PodcastEP 13 - What Happens to an IRA or 401k When the Owner Dies?Join Mark and Mat as they discuss all the variables for the best tax, legal, and family planning situation when it comes to inheriting an IRA or 401k. New rules went into effect recently on your options when inheriting an IRA or 401k.The Directed IRA podcast is an educational resource provided by Directed IRA & Directed Trust Company https://directedira.com/Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:2021-02-121h 01