Shows
Directed IRA PodcastSelf-Directed HSA: It's Enrollment TimeIn this episode, Mat Sorensen and Mark J. Kohler dive into one of the most underrated wealth-building tools out there: the Health Savings Account (HSA). With open enrollment around the corner, it’s the perfect time to rethink your healthcare strategy and unlock the triple-tax advantages of this incredible account.Mat and Mark break down how an HSA can save you thousands in taxes, how to qualify for one, and how to self-direct your HSA into assets you actually believe in. From real estate and crypto to precious metals and private businesses, they share real examples, walk th...
2025-10-3021 minDirected IRA PodcastGold Hits a New All-Time High: How to Buy Gold (and Other Precious Metals) in Your IRAGold is breaking records again—and smart investors are taking notice. In this episode of the Directed IRA Podcast, Mat Sorensen and Mark Kohler explain how to buy physical gold, silver, and other precious metals inside your IRA, the right way.They walk through which metals qualify, how purity standards and approved coins work, and what IRS rules you need to follow for storage and compliance. You’ll also learn how a self-directed IRA opens the door to these alternative investments, so you can diversify your retirement beyond stocks and mutual funds.If you’ve ever t...
2025-10-1014 minDirected IRA Podcast#CryptoTaxFreePledge (The Secret to Keeping All Your Crypto Gains)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.
2025-10-0820 minDirected IRA PodcastMega Backdoor Roth Explained: What Is It and How It WorksUnlock one of the most powerful tax and wealth-building strategies available today: the Mega Backdoor Roth. In this episode, Mat Sorensen breaks down how you can contribute up to $70,000 each year into Roth accounts, creating massive tax-free growth for retirement. Originally filmed for the Mat Sorensen YouTube channel, this special episode is now available on the Directed IRA Podcast.Mat explains step by step:Why the Mega Backdoor Roth is so effective for high-income earnersHow to use a 401(k) or Solo 401(k) to maximize Roth contributionsThe role of after-tax contributions and how to convert themKey rules...
2025-09-1910 minDirected IRA Podcast5 Creative Real Estate Investment Strategies with Your IRA - (We Bet You’ve Never Heard Before)Visit altassetsummit.com to learn how to invest in Alternative Assets.(More links down below.) In this episode of the Directed IRA Podcast, attorneys Mat Sorensen and Mark J. Kohler dive into five creative ways to buy real estate with your self-directed IRA. Beyond the traditional “pay cash” approach, they explore strategies like seller financing, non-recourse bank loans, subject-to deals, wholesaling, private lending, and even the Roth Dream Home Takeover (a little-known method to lock down your future retirement home tax-free).They share real client examples, key compliance rules (like avoiding personal guara...
2025-09-0927 minDirected IRA PodcastInvesting in Startups and Venture Capital with Your IRAIn this episode of the Directed IRA Podcast, attorney and CEO Mat Sorensen sits down with Ahmed Ahmed, Head of Funds at WeFunder, to discuss how investors can use a self-directed IRA to invest in startups and venture capital—an asset class once limited to Silicon Valley insiders and institutional funds.The conversation explores how WeFunder democratizes early-stage investing through Regulation Crowdfunding (Reg CF) and Regulation D (Reg D) offerings, giving both accredited and non-accredited investors access to vetted startup deals, diversified venture funds, and even pre-IPO companies....
2025-09-0327 minDirected IRA PodcastInvesting in Alternative Assets Under $25K with Your IRAVisit altassetsummit.com to learn how to invest in Alternative Assets.(More links down below.) You don’t need $100K to self-direct your retirement. In this episode, Mat Sorensen and Mark Kohler outline 15+ real-world strategies for investing $25,000 or less using your Roth IRA, Traditional IRA, Solo 401(k), or HSA. From real estate deals and startup investments to crypto mining, mobile homes, equipment leasing, and even cattle, Mat and Mark break down the opportunities that everyday investors are already using to grow their retirement accounts.Whether you're just starting with $5,000 in a Roth IRA or...
2025-08-2836 minDirected IRA PodcastAlternative Assets in Your 401(K)Visit altassetsummit.com to learn how to invest in Alternative Assets.(More links down below.) In this episode of the Directed IRA Podcast, Mark Kohler and Mat Sorensen break down a groundbreaking new executive order from President Donald Trump that could reshape the future of 401(k) investing—by opening the door to alternative assets.For decades, Wall Street and Washington have kept most retirement savers locked into a narrow menu of stocks, bonds, mutual funds, and ETFs. This executive order flips the script, setting a national policy that every American preparing for retirement sho...
2025-08-1618 minDirected IRA PodcastThe Hidden Secrets About HSAs That Will Blow Your MindBook a Call: https://directedira.com/appointment/Alternative Asset Summit Tickets: https://altassetsummit.com/#ticketIn this episode of the Directed IRA Podcast, Mat Sorensen and Mark Kohler unpack one of the most overlooked yet powerful tax-advantaged accounts available—the Health Savings Account (HSA). Often dismissed as a simple medical savings tool, the HSA actually offers a triple tax benefit: tax deductions for contributions, tax-free growth, and tax-free withdrawals for qualified medical expenses—at any age.Mat and Mark explain how to qualify for and fund an HSA, the contribution limi...
2025-08-1330 minDirected 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/SelfDirectedIRA
2023-04-0726 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/ Other
2022-11-0730 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