Directed IRA Podcast: Recent Episodes
Mark Kohler and Mat Sorensen
A show dedicated to educating and informing self-directed IRA and 401(k) investors on strategies, investments, legal structures, tax rules, and pitfalls. Hosted by tax lawyers Mat Sorensen and Mark Kohler who are also co-founders of Directed IRA & Directed Trust Company (www.directedira.com) where they have provided self-directed accounts for thousands of customers. They cover and discuss Roth IRAs, solo(k)s, prohibited transactions, real estate, start-ups, notes, PPMs, PE/VC Funds, UBIT/UDFI, IRA/LLCs (aka, checkbook IRAs), and share examples and stories from their thousands of clients who have self-directed their retirement for decades.
If you're ready to invest in precious metals with your IRA or have additional questions about getting started, book a call with our team at Directed IRA: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us at the Alternative Asset Summit, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Gold and silver have become some of the most talked-about investment assets, but how do they fit into a self-directed IRA? In this webinar, Mat Sorensen is joined by special guest David McAlvany, CEO of McAlvany Precious Metals, to discuss why investors are increasingly turning to precious metals, how gold and silver can help diversify a retirement portfolio, and the strategies experienced investors use to build long-term wealth.
Throughout the conversation, Mat and David cover the current outlook for precious metals, the impact of inflation, interest rates, central bank buying, and market volatility, as well as how investors can own physical gold and silver inside a self-directed IRA. They also discuss precious metals trading strategies, storage requirements, common mistakes to avoid, Roth conversions, and answer live audience questions about investing in precious metals with retirement accounts.
Want to learn more about investing in gold and silver? Connect with the experts at McAlvany Precious Metals to explore your options: https://mcalvany.com/metals/
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen:https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
To learn more about opening a self-directed HSA and how you can use an HSA to invest in what you know, click the link to connect with my team at Directed IRA: https://directedira.com/appointment/
In this episode of the Directed IRA Podcast, Mat Sorensen explains how a self-directed Health Savings Account (HSA) can become one of the most powerful long-term wealth-building tools available. Instead of treating an HSA as simply a place to save for current medical expenses, Mat discusses how investors can use a self-directed HSA to invest in alternative assets like real estate, private companies, cryptocurrency, private lending, and more—all while taking advantage of the HSA's unique triple tax benefits.
Mat walks through how to open and fund a self-directed HSA, the investment rules, prohibited transaction rules you MUST know, and strategies like using an HSA LLC for greater investment control. He also explains why allowing your HSA investments to compound over time can help cover one of retirement's largest expenses...healthcare.
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen:https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
To invest in real estate using your IRA, book a call with our team at Directed IRA to get started!: https://directedira.com/appointment/
In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler take on one of the most common misconceptions surrounding self-directed retirement accounts. They break down why many financial influencers discourage investing in real estate through an IRA, examine the role depreciation actually plays in real estate investing, and explain why maximizing long-term, tax-advantaged growth should be the primary objective.
The conversation explores when real estate does and doesn't make sense inside an IRA, the advantages of using a Roth IRA for real estate investments, and why your investment strategy should be based on your knowledge, experience, and long-term retirement goals rather than common myths. Whether you're considering your first investment property or looking to diversify your retirement portfolio, this episode provides practical insights to help you make a more informed decision.
Download our Beginner's Guide: Investing in Real Estate with Your IRA - https://directedira.com/beginners-guide-investing-in-real-estate-with-your-ira/
Buy your tickets to the Alternative Asset Summit: https://altassetsummit.com/
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen:https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
To establish an IRA/LLC, schedule a call with our team at Directed IRA to get started!: https://directedira.com/ira-llc/
Get a consult with a tax attorney at KKOS Lawyers to see if an IRA/LLC is right for your situation: https://kkoslawyers.com/services/irallc/
One of the most common questions we receive from self-directed investors is: Do I need an IRA LLC?
The answer depends entirely on what you’re investing in and how you plan to invest. For some investors, an IRA LLC can provide speed, flexibility, and greater control over investment activity. For others, it may add unnecessary complexity and cost. In this special Directed IRA Podcast, Mat Sorensen and Ashley Burr (Senior Attorney at KKOS Lawyers) will discuss when an IRA/LLC makes sense, when it doesn’t, and the key legal and compliance considerations investors should understand before setting one up.
we’ll cover:
- What an IRA LLC is and how checkbook control works
- The types of investors and investments that commonly use IRA LLCs
- Situations where a standard self-directed IRA may be the better option
- Real estate, lending, private funds, and other common IRA LLC use cases
- How IRA LLCs are formed and funded
- Prohibited transaction risks and common compliance mistakes
- Questions investors should ask before creating an IRA LLC
Whether you’re considering your first IRA LLC or trying to determine whether one fits your investment strategy, this session will provide the framework for making the decision.
Download the IRA/LLC slide deck here!: https://directedira.com/when-should-you-use-an-ira-llc-or-checkbook-ira/
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen:https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
To begin investing in real estate, small business, crypto, precious metals, & other alternative assets with a self-directed IRA: https://directedira.com/appointment/
In this episode, I break down self-directed IRAs and how investors can use retirement funds to build wealth beyond traditional stocks and mutual funds. You’ll learn the basics of SDIRAs, the types of alternative assets you can invest in, key IRS rules to avoid costly mistakes, and strategies for using retirement accounts to invest in real estate, private deals, and more. Whether you’re new to self-directed investing or looking to expand your retirement strategy, this episode gives you everything to get started.
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen:https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
To begin investing in real estate with a self-directed IRA, schedule a call with our team at Directed IRA: https://directedira.com/appointment/
In this special episode of the Directed IRA Podcast, we had Nate Hare (Vice President at Directed IRA) walk through the step-by-step process of buying real estate inside a self-directed IRA. This episode covers how self-directed IRAs work, funding your account, purchasing property correctly, handling expenses and rental income, avoiding prohibited transactions, using non-recourse financing, and when an IRA/LLC or Checkbook Control IRA may make sense. Whether you’re new to self-directed investing or looking to expand your retirement strategy into real estate, this episode provides practical guidance and real-world examples to help you get started.
Directed IRA Resource Directory: https://directedira.com/resource-directory/
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen:https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
To open a self-directed Roth IRA, book a call with our team at https://directedira.com/roth-ira-account/
To open a self-directed HSA? Book a call with our team at https://directedira.com/hsa-accounts/
On today's episode of the Directed IRA Podcast, Mat and Mark step into the ring for a debate over two of the most powerful tax-advantaged accounts for building wealth: the Roth IRA vs. the HSA. Throughout the episode, they go punch-for-punch breaking down the key differences, tax benefits, contribution strategies, inheritance rules, and real-world investing opportunities inside each account. Whether you’re deciding which account to fund first or looking to maximize both, this episode delivers practical strategies and actionable retirement planning insights for investors and entrepreneurs alike.
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen:https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
Download our getting started guide to learn more about IRA LLCs: https://directedira.com/beginners-guide-ira-llc/
In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down the Self-Directed IRA LLC, also known as the “Checkbook IRA LLC,” and explain how investors use it to buy real estate and alternative assets with greater control and flexibility.
They cover how the structure works, what you can and can’t do as manager of the LLC, common mistakes investors make, and why proper setup matters for staying compliant with IRS rules and protecting your retirement assets.
If you want to understand how experienced self-directed investors use IRA LLCs to simplify investing and protect their retirement wealth, this episode is a must-listen.
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen:https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
Download our getting started guide to investing in real estate with your IRA here: https://directedira.com/beginners-guide-investing-in-real-estate-with-your-ira/
In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down how to invest in real estate using your IRA, Roth IRA, 401(k), or HSA.
They explain how self-directed accounts allow you to buy rental properties, invest in syndications, and build tax-advantaged wealth outside of traditional stocks and mutual funds. Sharing real examples from their own deals, they highlight the potential for stronger returns, cash flow, and long-term growth.
They also cover key rules to know, including prohibited transactions and what you can’t do inside your IRA, so you can invest with confidence.
If you’re ready to take control of your retirement and invest in what you understand, this episode shows you how.
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen:https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
To get started download our getting started guide: https://directedira.com/beginners-guide/
For questions or to open an account book a call with an IRA specalist here: https://directedira.com/appointment
In this episode, Mat Sorensen and Mark J. Kohler record live from the Self-Directed IRA Summit and take a “show and tell” approach to real investments from their own self-directed retirement accounts.
They highlight a short-term real estate lending deal and discuss how experienced investors evaluate opportunities, structure transactions, and stay disciplined when deploying retirement capital.
The episode also touches on sourcing deals, maintaining investment standards, and the flexibility self-directed IRAs offer for investing in real estate and alternative assets.
This content is for educational purposes only and does not constitute legal, tax, or investment advice. Investors should consult with their own advisors before making any investment decisions.
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen:https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
For questions or to get started self-directing book a call with an IRA specalist at Directed IRA here: https://directedira.com/appointment/
Schedule a consultation with KKOS Lawyers to structure your entities, optimize your tax strategy, and ensure your investments are properly protected: https://meetings.hubspot.com/kkos-lawyers/15-minute-client-advisor-interview
In this episode, Mat Sorensen and Mark J. Kohler break down one of the most important rules in self-directed investing: prohibited transactions.
Self-directed IRAs provide significant investment flexibility, but that flexibility comes with responsibility. Understanding and adhering to these rules is essential to protecting your retirement account from disqualification, avoiding unnecessary taxes and penalties, and properly executing alternative investment strategies.
If you’re investing your retirement account into real estate, private deals, or other alternative assets, this is a foundational episode you should not overlook.
For educational purposes only. Consult your own legal, tax, or financial advisors regarding your specific situation.
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen:https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
Download our Beginner’s Guide to Transfers and Rollovers: https://directedira.com/beginners-guide-transfers-rollovers/
Have you ever wondered how to fund an IRA? Do you have money in an old 401(k) that you want to move into an IRA?
In this episode, Mat Sorensen and Mark Kohler break down what it actually takes to move money into your account, and why this step can be easier or more frustrating than people expect.
They cover the three primary ways to fund a self-directed IRA: transfers, contributions, and rollovers. Along the way, they explain why IRA-to-IRA transfers are usually the simplest option, why rolling over an old 401(k) can take more time, and how to handle the process without unnecessary delays.
Still have questions about transfers and rollovers? Book a call with our team: https://directedira.com/appointment/
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen:https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
Visit Bridger's website: https://www.bridgerpennington.com/
On this episode, Mat Sorensen is joined by Bridger Pennington, founder of Fund Launch, to walk through how investors can actually find, evaluate, and invest in private funds.
They begin by establishing the role private funds play in today’s market and why capital continues to shift toward private assets, before turning to how investors are gaining access, including through self-directed IRAs, and what separates a well-structured fund from a poor one in manager selection.
They cover key diligence factors like audits, fund administrators, fee structures, and alignment, along with common mistakes investors make when they jump into deals too quickly or with too little deal flow.
The episode also touches on the bigger picture—how macro trends, timing, and market cycles impact private fund performance—and how to think more like an institutional investor when allocating capital.
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen:https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
In this special "Breaking News" episode of the Directed IRA Podcast, Mat breaks down new guidance from the Department of Labor that could expand 401(k) access to alternative investments like private equity, real estate funds, and crypto.
Mat explains why alternatives have largely been excluded—fiduciary liability under ERISA—and how the proposed rule shifts the focus to a prudent, process-based standard centered on risk-adjusted returns.
Mat also discuss what the DOL’s “neutral” stance means for plan sponsors, what’s coming next from the SEC, and how this could reshape retirement investing.
Most importantly, Mat highlights that owning alternative assets in an IRA is already possible through the power or self-directed IRAs. Tune in to learn more or visit directedira.com.
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen:https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
What is a self-directed IRA, and how does it actually work?
In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down the most foundational concepts in self-directed investing. If you have ever felt limited by traditional retirement accounts or wondered if you can invest your IRA in assets outside of Wall Street, this episode is for you.
As part of our Self-Directing 101 series, this conversation is designed to simplify the concept, clear up common misconceptions, and help you understand how to take control of your retirement strategy.
In this episode, you will learn:
• What a self-directed IRA is and how it differs from a typical IRA
• The types of investments you can make, including real estate, crypto, and private deals
• How to use existing retirement funds to get started
• Why contribution limits do not limit your growth potential
• The key rules to understand before you begin
Self-directing is not about complexity. It is about expanding your options and investing in what you know best.
🎧 Listen now to start your self-directing journey.
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen:https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
Self-directed IRAs allow investors to go beyond traditional markets, but using them properly requires understanding the rules, structure, and process involved.
In this live session, Directed IRA Vice President of Sales Nate Hare, along with co-host Daniel Tercey, start with a brief overview of how self-directed IRAs work before opening the discussion to a live Q&A.
This format gives attendees the opportunity to ask practical questions and get straightforward answers about using retirement accounts to invest in alternative assets.
This is not intended to be a deep legal or tax presentation. Instead, the goal is to help investors better understand the fundamentals – what self-directed IRAs allow, how the process works, and what to consider before making your first investment.
Whether you’re just beginning to explore self-directed retirement accounts or already investing in real estate, private funds, startups, crypto, precious metals, or other alternative assets, this open forum is a chance to get clarity on the questions many investors encounter along the way.
This session is ideal if you’re newer to self-directed investing, exploring alternatives for the first time, or want a clearer understanding of the basics before going deeper.
Bring your questions – we’ll handle the fundamentals and point you in the right direction
Still have questions? Book a new account call here: https://directedira.com/appointment/
Visit our website: https://directedira.com/
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen:https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
What if your retirement account could invest in anything you believe in?
Welcome to Directed IRA's new podcast series, Self-Directing 101. In this series, Mat and Mark will be covering everything you need to know to get started when it comes to self-directed investing.
Today's Episode: The 5 Golden Rules of Self-Directing
From finding your own deals to avoiding costly mistakes, Mat and Mark cover what actually separates successful investors from the ones who fall off the “magic carpet ride."
If you’re serious about building wealth with a self-directed IRA, this episode is your playbook.
🎧 Tune in now and take control of your retirement.
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen:https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down how investors can use a self-directed IRA, HSA, or solo 401(k) to invest in real estate and private lending. They cover the core strategies—rental properties, flips, land deals, and hard money loans—and explain how these accounts can be used to build wealth in a tax-advantaged way.
Mat and Mark also share real-world examples from their own investing experience, including buying rental properties inside retirement accounts, structuring private loans secured by real estate, and using Roth funds for high-growth opportunities. Along the way, they walk through the basic steps to get started, when an IRA/LLC may make sense, and the key prohibited transaction rules every investor needs to understand.
Whether you are brand new to self-direction or looking for a simple episode to share with someone who wants the big-picture overview, this is a practical introduction to investing retirement funds in assets you know and believe in.
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen:https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
After every major run-up comes a correction – and after every correction, serious investors ask the same question:
What should I be doing now?
Directed IRA founder Mat Sorensen will host Tillman Holloway, Founder & CEO of Arch Public, and Arch Public co-founder Andrew Parish for a practical conversation on the current state of crypto markets and how disciplined investors are thinking about portfolio positioning after recent volatility.
In this session, we’ll cover:
- What historically happens after major crypto market corrections
- How algorithmic trading strategies respond to volatility
- Risk management considerations for digital asset portfolios
- Portfolio allocation between BTC, ETH, and other assets
- Using IRAs and Solo 401(k)s for tax-advantaged crypto exposure
- Common mistakes investors make after sharp pullbacks
This will be a focused, data-driven discussion about structure, discipline, and long-term strategy.
If you currently hold crypto, or are evaluating your allocation, this is a timely conversation you won’t want to miss.
Arch Public Home: https://archpublic.com/?v=0b3b97fa6688
Directed IRA's Crypto IRA: https://directedira.com/cryptocurrency/
SDIRA Summit: https://sdirasummit.com/
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen:https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
If you’re self-employed and want to put more money away for retirement, the Solo 401(k) is one of the most powerful tools available, but the rules and deadlines matter.
In this live webinar, Mat Sorensen will walk through the Solo 401(k) basics, including who qualifies, how it’s set up, and the special strategies that make it so effective compared to IRAs and SEP IRAs. He’ll also cover the key 2025 contribution limits and deadlines you need to understand before the 2026 tax filing season.
We’ll cover:
- What a Solo 401(k) is and how it differs from IRAs, SEP IRAs, and traditional employer 401(k)s
- Who qualifies (and who doesn’t)
- How a Solo 401(k) is set up and what has to be in place to maximize contributions
- 2025/2026 contribution limits, including employee vs. employer contributions and how they’re calculated
- Key deadlines to know before the 2026 tax filing season
- Special features unique to Solo 401(k)s
- Common mistakes and misconceptions that can create tax or compliance issues
Why Directed IRA?
At Directed IRA, we’ve helped thousands of investors put over $3 billion into real estate, private funds, notes, and more, all inside tax-advantaged retirement accounts. Our team of experts and streamlined platform make it easy to invest with confidence.
Click or tap the link below to download the slides from this webinar:
https://directedira.com/wp-content/uploads/2026/02/Solo-401ks-2026.pdf
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen:https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
If you’re looking to generate passive income and steady returns from your retirement account, this is a strategy you need to understand.
Join Directed IRA’s VP of Sales, Nate Hare, along with co-host Daniel Tercey, for a live training on Private Lending in a Self-Directed IRA.
Private money lending has become one of the most popular strategies among self-directed investors, but it must be structured correctly to stay compliant.
We’ll cover:
- How to structure loans using promissory notes and trust deeds
- Which borrowers and assets your IRA can (and cannot) lend to
- The prohibited transaction rules that can disqualify your IRA
- How interest income flows back to your IRA tax-deferred or tax-free
- 10 key considerations before deploying retirement funds
- What happens in the event of foreclosure
- Real client case studies showing how note terms can be structured creatively and predictably
At Directed IRA, we’ve helped thousands of investors put over $3 billion into real estate, private funds, notes, and more, all inside tax-advantaged retirement accounts. Our team of experts and streamlined platform make it easy to invest with confidence.
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen:https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
Have questions about self-directed IRAs or alternative investing?
In this live, open forum webinar, we answer some of the most common questions people have when starting their self-directing journey, with clear, practical answers.
Our Senior Account Executive and Relationship Manager, Daniel Tercey, will cover topics such as:
• Common self-directed IRA questions from investors
• Investing in real estate, private funds, startups, precious metals, crypto, and other alternative assets
• IRA rules, prohibited transactions, and compliance pitfalls to avoid
• UBIT, UDFI, and when tax filings may apply
• Custodial processes, account administration, and best practices
• Recent trends and questions we’re seeing from investors
Visit our links Daniel discusses at the end of the webinar:
Linktree: https://linktr.ee/SelfDirectedIRA
Book a call: https://directedira.com/appointment/
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen:https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
Read more about Trump Accounts Here: https://matsorensen.com/trump-retirement-accounts-explained/
If you have kids under age 18, this episode could change how you think about their financial future.
In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler dive deep into Trump accounts, a brand-new savings vehicle launching in 2026. Mat explains why he believes Trump accounts can be a powerful long-term wealth-building tool for kids, while Mark pushes back, arguing parents may be overlooking better options already available.
Together, they break down how Trump accounts work, who they are best suited for, and how they compare to Coverdell ESAs, kids Roth IRAs, and 529 plans. The conversation covers college planning, trade schools, retirement savings, Roth conversions, and how families can stack multiple strategies based on income and goals.
They also explain the biggest game changer of all: how Trump accounts convert into traditional IRAs at age 18 and can later be converted into Roth IRAs, potentially creating millions in tax-free retirement wealth for the next generation.
Whether you are a parent, grandparent, or business owner looking to give kids a financial head start, this episode lays out practical strategies, pros and cons, and real-world planning considerations to help you decide what makes sense for your family.
Chapters:
0:08 – Welcome And Topic Reveal
0:48 – Politics Aside: Use The Law
3:52 – What A Trump Account Is
6:20 – Control Limits And Fee Cautions
6:24 – College Needs vs Long-Term Wealth
9:10 – How Early Withdrawals Actually Work
12:02 – Parent Playbook: Stack The Accounts
18:56 – Pay Your Kids Through Business
21:07 – Rentals As A Small Business
22:06 – The Roth Conversion Strategy
24:20 – 529 To Roth: Sister Strategy
26:18 – Pro Rata Rules And Math
28:20 – The 8.8 Million Illustration
29:55 – Mindset, Access To Education, Closing
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen:https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
The start of a new year is one of the best times to reset and realign your retirement strategy. New contribution limits, new rules, and new deadlines in 2026 can all impact how much you’re able to save and how effectively you plan.
In this webinar, Directed IRA COO Aaron Halderman and VP of Sales Nate Hare will host a practical 101-style session focused on retirement account planning for 2026, including an open Q&A to address common questions as the new year begins.
We cover:
- 2026 retirement account contribution limits and what changed
- Key tax deadlines to know in 2026 for IRAs and retirement plans
- Core planning strategies for IRAs, Roth IRAs, HSAs, and Solo 401(k)s
- Common mistakes to avoid as you start the new year
- Open Q&A to help you set clear retirement account goals for 2026
This session is designed to help you start the year with clarity, avoid early missteps, and build a smarter retirement plan going forward.
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen:https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
To learn more on year-end retirement account strategies read our new article: https://directedira.com/year-end-retirement-account-strategies/?utm_source_youtube_socialmedia&utm_year_end_strategies_webinar
Year-end is one of the most important windows for retirement planning. Some moves must be completed by December 31, while others can wait until the tax filing deadline – and new rules coming in 2026 will change how much you can save and whether certain contributions must be Roth.In this live webinar, Directed IRA’s CEO, Mat Sorensen, will walk through the most important retirement account strategies to understand before year-end and how to position yourself for 2026.
You’ll Learn
- Which retirement account moves must be done by December 31…and which can wait
- How to optimize 401(k), IRA, Roth IRA, HSA, and Solo 401(k) strategies at year-end
- When Roth conversions make sense now vs. pushing them into 2026
- Backdoor Roth and mega backdoor Roth strategies to know before year-end
- Key 2026 rule changes that may impact contribution limits and Roth requirements
his session is designed to help you avoid missed opportunities, reduce taxes, and make informed decisions before the year closes.
Why Directed IRA?
At Directed IRA, we’ve helped thousands of investors put over $3 billion into real estate, private funds, notes, and more, all inside tax-advantaged retirement accounts. Our team of experts and streamlined platform make it easy to invest with confidence.
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen:https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
KKOS Webinar: Solo 401(k) Tax Credit for New and Existing Plans
Mark and Mat return to the Directed IRA Podcast with holiday cheer, quick-fire banter, and a stocking stuffed with three Roth strategies that can transform your long-term wealth. This is the year-end roadmap every proactive investor needs.
They break down how to time Roth conversions for maximum tax efficiency, how a Kid’s Roth IRA can quietly grow into a seven-figure legacy, and how the mega backdoor Roth lets both employees and small business owners pump serious dollars into the tax-free zone.
If you want your money growing tax-free, your strategy dialed in, and your year-end planning wrapped with confidence, settle in for this quick, insightful, and entertaining episode.
Chapters:
0:00 - Warm Welcome And Light Banter
1:12 - Roadmap: Three Year-End Roth Strategies
1:54 - Strategy One: Roth Conversions And Chunking
4:20 - Brackets, Deductions, And Timing The Tax
7:16 - Backdoor Roth Clarified For High Earners
8:04 - Strategy Two: Kids Roth IRA Mechanics
11:18 - Paying Kids Legitimately And Funding Options
15:02 - Early Compounding And Grandparent Angle
18:27 - Strategy Three: Mega Backdoor Roth Overview
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen:https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
For more details on prohibited transactions download the Self-Directed IRA Handbook (look for chapters 4, 5, 6, and 7): https://directedira.com/the-self-directed-ira-handbook/
In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J Kohler break down the single most important rule in the world of self-directed IRAs, the prohibited transaction rule. Before your IRA buys real estate, a private company, crypto, or any other alternative asset, you need to understand who your IRA can transact with and how to avoid accidental mistakes that can blow up your entire account.
Mat and Mark explain the three core varieties of prohibited transactions in a simple and memorable way, using real client examples along with their usual energy, humor, and clever comedy bits. You will learn why certain family members are off limits, what happens if you try to stay in your IRA owned Airbnb, how sweat equity can accidentally trigger a self dealing violation, and how to safely buy rentals or businesses in your retirement account with confidence.
The hosts also sprinkle in a series of fun “you know it is a prohibited transaction when” jokes that make the topic easy to remember and surprisingly entertaining. By the end, you will understand how to stay compliant, make smarter investment decisions, and unlock the real power of a self-directed IRA.
Perfect for real estate investors, business owners, and anyone using an IRA for alternative assets, this episode gives you the clarity you need to protect your account and maximize long term gains.
Chapters:
0:06- Welcome And Why This Matters
0:12 - Defining Prohibited Transactions
2:16 - What IRAs Can And Can’t Own
2:54 -It’s About Who And How, Not What
2:59 - Per Se Prohibited Transactions Explained
4:34 - Disqualified Persons And Family Traps
7:25 - After You Buy: Use And Benefit Rules
8:17 - Renting To Family And Self-Dealing
10:26 - Sweat Equity And Fixer Upper Pitfalls
12:49 - Managing Vs. Working: The 50 Percent Line
16:13 - Facts, Circumstances, And Case Law
17:49 - Practical Guardrails And Flexibility
19:36 - Resources, Book, And Professional Help
19:51 - Closing Remarks And Disclaimers
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/
Other:
Mat Sorensen:https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
Most Self-Directed IRA investors worry about choosing the right asset, but the real danger is accidentally breaking an IRS rule you didn’t even know existed. Watch Mat Sorensen (CEO, Directed IRA) and Lindsay Mersino (Executive Director of Operations) host a brand-new session that breaks these rules down clearly, simply, and with real examples you won’t find anywhere else.
You’ll Learn
- What a Self-Directed IRA can invest in
- The three investments IRAs cannot hold
- How IRS prohibited transaction rules actually work and the real mistakes that cause penalties
- Who counts as a “disqualified person” and why this matters for every deal you structure
- The three types of prohibited transactions
- Deal examples that stay compliant vs. deals that disqualify an IRA
- How to safely structure alternative investments through your SDIRA
Why Directed IRA?
At Directed IRA, we’ve helped thousands of investors put over $3 billion into real estate, private funds, notes, and more, all inside tax-advantaged retirement accounts. Our team of experts and streamlined platform make it easy to invest with confidence.
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.com
Main Street Business https://mainstreetbusiness.com
Crypto continues to be one of the fastest-moving asset classes — and when you combine it with the tax-free power of a Roth IRA, it becomes one of the most compelling long-term wealth strategies available.
Join Mat Sorensen (CEO, Directed IRA) and Aaron Halderman (COO, Directed IRA) for a live training session where they break down everything you need to know about investing in crypto inside a Self-Directed Roth IRA. You’ll learn how the structure works, how to access 60+ supported assets, when conversions make sense, when an IRA/LLC is appropriate, and how to stay compliant while maximizing tax-free upside.
Whether you’re an active crypto investor or just exploring tax-efficient strategies, this session will give you the tools to build a smarter, long-term plan for 2026 and beyond.
You’ll Learn
- How crypto investing works inside a Self-Directed IRA
- Why a Roth IRA can generate entirely tax-free crypto gains
- How Traditional-to-Roth conversions work (and what actually triggers tax)
- When an IRA/LLC “exchange account” becomes the right structure
- How to access 60+ supported cryptocurrencies inside your IRA
- How an HSA can also be used for crypto investing
Why Directed IRA?
At Directed IRA, we’ve helped thousands of investors put over $3 billion into real estate, private funds, notes, and more, all inside tax-advantaged retirement accounts. Our team of experts and streamlined platform make it easy to invest with confidence.
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.com
Main Street Business https://mainstreetbusiness.com
Mat Sorensen sits down with Troy Eckard, founder and chairman of the board at Eckard Enterprises, for a clear look at how investors use self directed IRAs to buy mineral rights and participate in oil and gas cash flow. They break down the three lanes in this asset class, minerals, drilling, and midstream, and explain where each fits in a smart portfolio. You will hear why many IRA owners favor minerals for steady income and lower risk, when drilling can make sense with taxable dollars, and how to evaluate operators with real world due diligence that protects you from bad deals.
Troy shares how technology and data have changed the game, what realistic returns look like, how depletion and cash flow work over time, and the red flags that signal inflated pricing or weak sponsors. The conversation also hits current market forces, service costs, and why discipline matters more than shiny tax write offs.
This episode is perfect for IRA owners, high income professionals, and anyone exploring real assets beyond public energy stocks who want income, control, and clear rules of the road.
Chapters:
0:06 - Meet Troy Eckert And The Goal
0:34 - What Mineral Rights Actually Are
2:14 - Three Ways To Invest In Oil And Gas
4:18 - Risk Then And Now In Drilling
5:25 - Taxes, Depletion, And IDC Basics
7:41 - Why IRAs Fit Mineral Rights Best
10:25 - How Eckerd Structures Direct Ownership
12:06 - Diversification Across Operators And Units
13:53 - Spotting Fraud And Overpricing
16:08 - Don’t Chase Deductions Over Deals
18:03 - Market Reality: Drill Baby Drill
20:45 - DUCs, Service Costs, And Timing
23:00 - Who Should Invest Directly And When
25:01 - Dollar Dynamics, Rates, And Liquidity
27:20 - Due Diligence, Education, And Next Steps
41:56 - Closing Notes And Disclaimers
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.com
Main Street Business https://mainstreetbusiness.com
In 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 through contribution rules, and reveal how to make your HSA a long term investment vehicle that can cover everything from braces to retirement healthcare costs, completely tax free.
Whether you’re an entrepreneur, investor, or just someone tired of overpaying for insurance, this episode will open your eyes to the power of the HSA and why it should be part of your wealth strategy today.
Chapters:
0:06 - Why HSAs Matter Now
0:25 - High Deductibles And Real Costs
0:55 - Self-Directing Your HSA
1:17 - The Triple Tax Advantage Explained
2:46 - Real-World Growth Examples
4:06 - Level One Vs Level Two HSA
6:10 - Contribution Limits And Deadlines
8:16 - Contribute Early For More Growth
9:12 - Getting HSA-Eligible Insurance
11:14 - Last Month Rule And Plan Changes
12:17 - Catch-Up Contributions After 55
13:22 - Choosing The Right HSA Provider
14:47 - Steps To Set Up And Fund
16:33 - What You Can Invest In
18:21 - Reimbursements And Qualified Expenses
20:11 - Wrap-Up, Resources, And Disclaimers
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.com
Main Street Business https://mainstreetbusiness.com
Gold 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 thought about owning real gold bars (not just ETFs or paper gold) inside your IRA, this episode breaks it all down step by step—no myths, no confusion, just clear guidance from the experts at Directed IRA.
Chapters:
00:00:06 - Why Precious Metals In IRAs
00:24 - What You Can And Cannot Buy
02:52 - Purity Standards And Qualifying Coins
05:47 - Self-Directed IRA Setup And Funding
08:42 - Storage Rules And IRS Compliance
11:24 - Costs, Dealers, And Next Steps
13:18 - Education, Disclaimers, And Wrap-Up
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.com
Main Street Business https://mainstreetbusiness.com
In this episode of The Directed IRA Podcast, tax attorneys Matt Sorensen and Mark J. Kohler reveal one of the most powerful strategies for crypto investors, how to grow and withdraw your crypto profits completely tax free using a Crypto Roth IRA.
They break down three key scenarios every crypto holder needs to understand:
Getting started, how to buy crypto in a Roth IRA even if you are new to retirement accounts.
Converting existing IRAs or 401(k)s, how to roll over or convert funds into Roth dollars to start investing in crypto.
High net worth or business owners, how to use Roth Solo 401(k)s, HSAs, and Coverdells to expand your tax free crypto empire.
You will also learn the “No More Taxes on My Crypto Pledge,” why it is never too late to start, and how strategic planning can protect your wealth while maximizing long term gains.
Matt and Mark share real examples from clients, explain the difference between traditional and Roth accounts, and highlight the unique advantages Directed IRA offers for crypto investors, including low fees, easy app based trading, and full IRS compliance.
If you believe in the future of crypto and want to keep every penny of your gains, this episode is your roadmap to doing it the smart, legal, and tax free way.
Chapters:
00:06 - Why a Crypto Roth Exists
02:50 - Three Paths to a Crypto Roth
05:00 - Rolling Over Old IRAs and 401(k)s
07:20 - Converting Traditional to Roth Strategically
08:56 - Solo 401k Power for Business Owners
10:53 - The “No More Taxes” Pledge for New Buys
13:13 - Using Family, HSA, and Coverdell Buckets
16:01 - Costs, Providers, and Getting Help
19:35 - Disclaimers and Final Takeaways
Take the pledge. Stop paying taxes on your crypto. Start building your future tax free with Directed IRA.
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.com
Main Street Business https://mainstreetbusiness.com
Unlock 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 earners
- How to use a 401(k) or Solo 401(k) to maximize Roth contributions
- The role of after-tax contributions and how to convert them
- Key rules, qualifications, and pitfalls to avoid
- Why rolling funds to a Roth IRA can provide greater investment flexibility and lower fees
Whether you’re a high earner with a workplace 401(k) or a self-employed professional with a Solo 401(k), this strategy can help you supercharge your retirement savings and build wealth tax free.
Chapters:
00:00 - Introduction to Mega Backdoor Roth
01:15 - Breaking Down the $70K Strategy
02:12 - After-Tax Contributions Explained
05:17 - Converting to Roth: Two Options
08:19 - Potential Snags and Limitations
10:17 - Disclaimer and Closing
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.com
Main Street Business https://mainstreetbusiness.com
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 guarantees), and why pairing these strategies with a Roth IRA can supercharge compounding and keep more returns in your pocket. Whether you’re a seasoned investor or just discovering the power of self-directing, this episode will open your eyes to opportunities you may not have known existed.
Chapters:
00:00 - Introduction to IRA Real Estate Strategies
03:16 - Creative Financing Through Self-Directed IRAs
06:53 - Wholesaling Properties With Your IRA
09:25 - Becoming the Lender With Your IRA
13:00 - The Roth Dream Home Takeover
18:54 - Partnering Strategies and Tax Liens
23:48 - Alt Asset Summit Invitation
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.com
Main Street Business https://mainstreetbusiness.com
In 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.
Mat and Ahmed explain:
- How to invest in startups using your self-directed IRA or solo 401(k)
- The difference between Reg CF and Reg D offerings on WeFunder
- What the Orange Funds are and how they track Y Combinator companies
- Real examples of early-stage companies that scaled (e.g. Eight Sleep, Replit)
- Why diversification is critical in venture investing
- How to evaluate startup founders and what signals matter most
- What to expect in terms of risk, timelines, and exit strategies
This episode is essential listening for self-directed investors interested in private markets and early-stage innovation—and how to access it within a tax-advantaged retirement account structure.
Chapters:
00:00 – Introduction to WeFunder and Startup Investing
01:30 – What Is Reg CF and Who Can Invest
03:16 – Inside the Orange Funds and Y Combinator Strategy
07:40 – Risk, Return, and Realities of Startup Investing
11:50 – Using a Fund Model to Diversify Your Startup Portfolio
19:22 – How to Evaluate Founders, Traction, and Deal Flow
24:27 – Getting Started with Startup Investing Through Your IRA
WeFunder Homepage: https://wefunder.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 & https://linktr.ee/MatSorensen
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
Visit 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 rolling over an old 401(k), this episode reveals how to make smart, creative investments in alternative assets—without needing a six-figure balance. You’ll also learn how to structure these deals legally with IRA/LLCs, avoid prohibited transactions, and understand the compliance rules that protect your tax-advantaged account.
Chapters:
00:00 - Introduction to Small-Budget Self-Directing
02:10 - Cryptocurrency and Crypto Mining Options
06:20 - Creative Real Estate and Partnerships
10:00 - Mobile Homes and Startup Investments
13:45 - Turo, Oil & Gas, and Livestock
22:45 - Equipment Leasing and Final Opportunities
32:16 - The Power of Roth IRAs
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.com
Main Street Business https://mainstreetbusiness.com
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 should have the option to invest in alternatives—just like the wealthiest institutions do.
Mat and Mark explain what “alternative assets” really mean in this context, from real estate and crypto to private equity, commodities, and infrastructure investments. They walk through the specific investments cited in the order, why these options have been off-limits for most 401(k) participants, and how this policy could shift the $8 trillion 401(k) industry toward more choice and freedom for everyday investors.
They also unpack the political dynamics, regulatory hurdles, and 180-day timeline for the Department of Labor and SEC to develop new guidance—while emphasizing what you can do right now. If you have an IRA or old 401(k), you can already invest in alternatives today using a self-directed account, bypassing the “check-the-box” limitations of traditional plans.
Whether you’re a corporate employee stuck with cookie-cutter 401(k) options or a self-directed investor ready to take the reins, this episode will help you understand the stakes, the timeline, and the opportunities in this unprecedented policy shift.
Chapters:
00:08 - Trump's Executive Order on Alternative Assets
02:19 - Defining Alternative Assets
02:30 - Learn How to Invest in Alternative Assets
(https://altassetsummit.com/)
02:48 - List of Alternative Assets - From Trump
04:19 - How the Executive Order Could Impact You
05:20 - Timeline and Political Landscape
09:07 - The Power of Self-Directed Investing
12:02 - IRAs: Invest in Alternatives Today
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.com
Main Street Business https://mainstreetbusiness.com
Book a Call: https://directedira.com/appointment/
Alternative Asset Summit Tickets: https://altassetsummit.com/#ticket
In 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 limits for 2025 (including catch-up contributions), and why they rank the HSA alongside the Roth IRA as a top wealth-building priority. They also reveal how you can invest your HSA beyond savings accounts and mutual funds, using a self-directed HSA to buy assets like real estate, crypto, livestock, and private investments—keeping all gains in the account tax-free.
Through real-life examples, including ranch cattle investments and rental properties, they illustrate how creative investors are compounding returns inside their HSAs for future medical costs. They also discuss strategic withdrawal planning—why delaying reimbursements can supercharge your tax-free compounding—and review what qualifies as a medical expense under IRS rules, from dental work and prescription drugs to service animals and long-term care premiums.
If you’ve ever thought an HSA was just for paying your doctor bills, this episode will change your perspective and show you how to turn it into a dynamic, tax-free wealth-building vehicle.
Chapters
- 00:00 - Introduction to HSA Triple Tax Benefit
- 02:09 - HSA Eligibility and Contribution Limits
- 10:30 - Self-Directing Your HSA Investments
- 16:14 - Livestock and Creative HSA Investments
- 20:56 - Reimbursing Medical Expenses Strategically
- 25:30 - Qualifying Medical Expenses and Planning
- 30:15 - Final Tips and AltAsset Summit
Directed IRA Homepage: https://directedira.com/
Directed IRA Explore (Linktree):
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.com
Main Street Business https://mainstreetbusiness.com
In 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 each deal, and explain why real estate continues to serve as a cornerstone asset in many self-directed IRA portfolios.
Whether you're a seasoned investor or just exploring real estate crowdfunding for the first time, this conversation offers actionable insights into building passive income with transparency, regulatory compliance, and community impact in mind.
Chapters
- 00:00 - Buy Low, Sell High Strategy Intro
- 01:36 - Market Cycles and Current Challenges
- 04:50 - Anatomy of a Distressed Deal
- 09:00 - The 7 O'Clock Investment Strategy
- 13:16- Phoenix Market Indicators and Outlook
- 17:00 - Fundraising for Distressed Properties
- 20:36 - Patience and Network Building Payoff
- 24:22 - The Get Rich Slow Philosophy
Neighborhood Ventures Homepage
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.com
Main Street Business https://mainstreetbusiness.com
Did 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 risky one, and why understanding the fund’s documents, liquidity restrictions, and management team is essential before investing.
If you're looking for greater control over your retirement investments, this episode will give you the framework you need to evaluate private funds and avoid common mistakes. Book a call today to learn more: directedira.com/appointment.
- 0:08 - Investing IRAs in Private Funds
- 3:00 - What Defines a Legitimate Fund
- 6:00 - Understanding Accredited Investors
- 10:00 - Due Diligence and Investment Documents
- 16:12 - Subscription Process and Liquidity Concerns
- 22:09 - Exit Strategies and Final Thoughts
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.com
Main Street Business https://mainstreetbusiness.com
In this episode of the Directed IRA Podcast, attorneys Mat Sorensen and Mark J. Kohler unveil a powerful and often overlooked strategy for funding your child’s college education without relying solely on a 529 plan. They break down how to combine a Coverdell ESA and a Roth IRA for your children, integrate those with self-directed investments, and potentially achieve tax free growth and distributions.
This episode is for business owners, parents, and investors looking for a smarter tax efficient way to save for education. Whether you’re new to self directing or already using these tools for retirement, this strategy could reshape how you approach college planning and family wealth building.
Chapters
- 00:00 – Introduction to College Funding Secret
- 01:17 - Self- Directed Accounts for College Savings
- 03:35 - Kids Roth IRA Strategy
- 08:14 - Tax-Deductible Methods for Funding
- 12:17 - Legitimacy and Next Steps
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.com
Main Street Business https://mainstreetbusiness.com
In 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 you've ever wondered whether you’ll pay tax to self-direct, how to fund your account, or whether you're too old or too young to get started, this is the episode for you.
Subscribe to the Directed IRA podcast for more episodes diving deeper into self-directed investing strategies. Visit directedira.com to learn more about taking control of your retirement investments.
Chapters
- 00:00 – Introduction to Self-Directed IRAs
- 02:50 – What Can You Invest In?
- 04:05 – Investment Restrictions and Limitations
- 06:55 – The Prohibited Transaction Rules
- 08:40 – Choosing the Right Account Type
- 12:45 – Checkbook IRAs and IRA LLCs
- 18:35 – Taxes, Penalties and Common Misconceptions
- 24:30 – Finding Your Investment Strategy
- 29:20 – Final Thoughts and Disclaimer
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.com
Main Street Business https://mainstreetbusiness.com
In 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 Minimum Distributions (RMDs) for illiquid assets that every older investor must understand.
If you’re looking to confidently navigate self-directed retirement investing, this episode is for you.
- 00:00:08 – 00:01:50 – Intro, Past Events, & Empowering You to Self-Direct Your IRA
- 00:01:50 – 00:04:15 – Breaking Out of the Brokerage Box (Disney Analogy): Investment Freedom Explained
- 00:04:15 – 00:04:18 – Top 10 Mistakes in Self-Directing Your IRA
- 00:04:18 – 00:06:30 – Mistake 1: Early Commitment to Deals
- 00:06:30 – 00:07:54 – Mistake 2: Buying Assets You Already Own
- 00:07:54 – 00:08:36 – Mistake 3: Transacting with Disqualified Persons
- 00:08:36 – 00:11:30 – Mistake 4: Violating the 50% Rule in Business Ownership
- 00:11:30 – 00:13:12 – Mistake 5: Providing Services to IRA-Owned Assets
- 00:13:40 – 00:16:50 – Mistake 6: Personally Profiting from IRA Transactions
- 00:16:50 – 00:21:30 – Mistake 7: Using IRA-Owned Assets Personally
- 00:21:30 – 00:23:04 – Mistake 8: Improper Flow of Funds with IRA LLCs
- 00:22:55 – 00:24:20 – Mistake 9: Underfunding Investments and the Need for Capital Planning
- 00:24:20 – 00:31:04 – Mistake 10: Ignoring UBIT and UDFI Tax Traps
- 00:31:04 – 00:32:30 – Bonus: RMD Pitfalls with Illiquid IRA Assets
- 00:32:30 – 00:34:15 – Conclusion: Knowledge is Power—Avoiding Pitfalls with Confidence
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.com
Main Street Business https://mainstreetbusiness.com
Ready 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 retirement account sit idle—put it to work.
- 00:00:10 – Why Your Old 401(k) or Sleepy IRA Needs Attention
- 00:02:04 – Understanding the Power of Self-Directed IRAs
- 00:03:17 – Common Myths and Misconceptions
- 00:04:37 – What You Can Invest In with a Self-Directed IRA
- 00:05:13 – How to Move Your IRA Without Tax or Penalty
- 00:08:50 – Real Investment Examples: Real Estate, Crypto, and More
- 00:17:00 – Prohibited Transactions and Restrictions
- 00:20:32 – How to Get Started with Directed IRA
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.com
Main Street Business https://mainstreetbusiness.com
Ready to get started? Book a call with one of our IRA specialists!: https://directedira.com/appointment/
In this episode, Mat Sorensen and special guest David McAlvany explore how to buy gold, silver, platinum, and palladium in your IRA. They explain the rules, benefits, risks, and strategies—whether you’re seeking portfolio diversification, inflation protection, or long-term growth. Learn how precious metals can fit into your retirement plan and what mistakes to avoid.
📌 Key Chapters:
00:00 – Introduction & Guest Background
02:30 – History of Precious Metals in IRAs
04:15 – Why Invest in Metals: Diversification & “Wealth Insurance”
11:00 – Tax Benefits of Using an IRA for Metals
13:00 – Storage Rules for Precious Metals in an IRA
14:00 – Gold vs. Other Precious Metals: What to Buy
26:00 – Gold vs. Crypto vs. Stocks
34:00 – Rebalancing Strategies for Long-Term Growth
47:00 – Due Diligence & Avoiding Overpriced Metals
🔗 Useful Links:
Learn more from McAlvany: https://mcalvany.com/directed
David McAlvany's Linkedin: https://www.linkedin.com/in/davidmcalvany/
Learn how to take control of your retirement - https://directedira.com/
Shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/ Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
TikTok: https://www.tiktok.com/@sorensenmat
YouTube: https://www.youtube.com/@MatSorensen
Websites:https://directedira.com
https://matsorensen.com
https://kkoslawyers.com
https://mainstreetbusiness.com
Learn how to take control of your retirement - https://directedira.com/
In this episode, Mat and Mark dive into one of the most overlooked yet critical aspects of retirement and estate planning—who should be the beneficiary of your IRA? Should it be your spouse? Your kids? Or your trust? They break down the tax implications, legal requirements, and best practices to ensure your wealth is passed on efficiently and securely. With real-life stories and clear action steps, this episode is a must-listen for anyone with a retirement account.
- 00:00 – Welcome & Why This Topic Matters
- 00:25 – The Common Mistake Most People Make
- 01:02 – Why Trusts Often Get Left Out
- 01:58 – The Life Insurance Horror Story
- 03:19 – Why Beneficiary Designations Rule All
- 04:04 – Tips for Married Couples: Spouse First, Trust Second
- 05:08 – Why a Trust Helps with Minor or At-Risk Children
- 06:08 – Asset Protection & Special Needs Planning
- 06:50 – What Is a See-Through Trust?
- 08:06 – The IRS Rules & Structural Requirements
- 09:40 – Action Items: Audit, Update, Organize
- 11:00 – Wrapping Up: The Power of Being Organized
To get a comprehensive tax and legal plan get to my law firm KKOS Lawyers, https://kkoslawyers.com.
Learn how to take control of your retirement - https://directedira.com/
Shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/ Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
TikTok: https://www.tiktok.com/@sorensenmat
YouTube: https://www.youtube.com/@MatSorensen
Websites:https://directedira.com
https://matsorensen.com
https://kkoslawyers.com
https://mainstreetbusiness.com
To book a call with an IRA specialist!: https://directedira.com/appointment/
In this episode, Mat and Mark break down the powerful strategy of using a Self-Directed IRA for private money lending. Learn how your retirement account can act like a bank—lending money to real estate investors or businesses, earning interest and points, all while growing tax-free or tax-deferred.
0:00 - Introduction to Private Lending with a Self-Directed IRA
1:20 - What is a Self-Directed IRA and How It Works
3:00 - Retirement Accounts You Can Use for Private Lending
4:26 - Secured vs. Unsecured Loans – What the Bank Would Do
6:23 - Debunking Private Lending Myths and Managing Risk
9:25 - Key Legal Docs: Promissory Note, Deed of Trust, UCC Liens
11:48 - Should You Lend Through Your IRA or an LLC?
14:30 - Lending Criteria: Property, Borrower, and Strategy
18:00 - Common Mistakes in Private Lending and How to Avoid Them
21:46 - Understanding Loan Terms: Interest, Points, and Payment Structures
28:26 - Tax-Free and Tax-Deferred Growth in Your Retirement Account
34:06 - How to Find Private Lending Opportunities and Deal Flow
36:32 - Balancing Action vs. Analysis – Know Thyself as an Investor
37:59 - Final Thoughts and Legal Disclaimer
Learn how to take control of your retirement - https://directedira.com/
Shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/ Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
TikTok: https://www.tiktok.com/@sorensenmat
YouTube: https://www.youtube.com/@MatSorensen
Websites:https://directedira.com
https://matsorensen.com
https://kkoslawyers.com
https://mainstreetbusiness.com
In 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.
📚 Want to learn more? Get a copy of The Self-Directed IRA Handbook or schedule a call with the team at DirectedIRA.com.
00:00 – Intro: I Bought This Rental in My IRA
Mat introduces the surprising truth—yes, you can buy a rental property with your IRA or 401(k).
01:36 – Why Real Estate Over the Stock Market?
Explaining why Mat believes real estate provides better returns and tax advantages than stocks.
03:12 – How a Self-Directed IRA Works
An overview of what a Self-Directed IRA is and how it gives you investment control beyond Wall Street.
05:32 – The Exact Strategy I Used
Mat breaks down his real-life example—buying a 3-bed, 2-bath rental in Indianapolis through his retirement account.
07:14 – Setting Up the IRA LLC Structure
How to structure the deal using an IRA-owned LLC for control and liability protection.
10:26 – The Financial Results: Rental Income and Big Gains
Mat shares the numbers—purchase price, rental income, sale price, and the $100K profit he made tax-free.
12:17 – What I Did Next: Private Lending & More Investing
How Mat reinvested the profits into private money lending and new deals.
13:15 – Why You Should Take Control of Your Retirement
The emotional payoff—building a bigger retirement account and creating a life of freedom and choices.
15:09 – Can You Really Do This? Yes! Here’s How to Start
Learn how to take control of your retirement - https://directedira.com/
Shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/ Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
TikTok: https://www.tiktok.com/@sorensenmat
YouTube: https://www.youtube.com/@MatSorensen
Websites:https://directedira.com
https://matsorensen.com
https://kkoslawyers.com
https://mainstreetbusiness.com
In this episode of the Directed IRA Podcast, I sat down with Adam Hooper and Ryan Sudek from Sage Investment Group to dive into a high-impact real estate strategy: converting underutilized hotels into naturally affordable housing. We explored how this model delivers strong investor returns while addressing the affordable housing crisis—without relying on government subsidies. With over 20 successful conversions and more in the pipeline, this episode is packed with insights on real estate investing, IRA strategies, and wealth-building opportunities. If you're passionate about doing good while making money, you won't want to miss this conversation.
0:00 - Intro - Real Estate Supply, Demand & Affordability Crisis
0:30 - Meet Sage Investment Group & Their Mission
1:43 - Why Hotels? A Strategic Conversion Model Explained
6:13 - First Hotel Deal Case Study: Tucson Conversion
10:11 - Why Not Office Conversions? Key Challenges
12:05 - Investment Returns Without Sacrificing Impact
15:15 - Deals That Didn’t Work and Why
20:26 - Big Wins: Texas Hotel Acquisitions for Half Price
23:09 - Hotel Industry Distress & The Patel Effect
25:13 - Post-COVID Shifts in Hospitality and Opportunity
27:06 - Using Self-Directed IRAs in Real Estate
30:17 - Evergreen Fund Structure & Diversification Benefits
31:54 - Liquidity & Exiting the Fund
33:08 - 1031 Exchange Strategy Using a 721 UpREIT
36:45 - Active Value Creation vs. Passive Investing
38:06 - Is Now a Good Time to Invest in Real Estate?
40:22 - Supply Forecasting & Conversions Market Potential
44:27 - Personal Motivations & Building Investor Access
48:31 - How M&A Skills Transfer to Real Estate
51:18 - Fund Performance, Notes, and Final Investment Terms
53:59 - How to Learn More & Get Involved
👉 Want to learn more or invest?
Visit sageinvestment.com/IRA for details on how Sage Investment Group helps turn underutilized hotels into high-yield, naturally affordable housing.
📩 Have questions or ready to connect?
Email ryan@sageinvestment.group or adam@sageinvestment.group
Learn how to take control of your retirement - https://directedira.com/
Shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/ Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
TikTok: https://www.tiktok.com/@sorensenmat
YouTube: https://www.youtube.com/@MatSorensen
Websites:https://directedira.com
https://matsorensen.com
https://kkoslawyers.com
https://mainstreetbusiness.com
Thinking of opening a Self-Directed IRA? Open an account today https://directedira.com/open-accounts/
In 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. Enjoy as we are accompanied by live attendees going over REAL self-directed investing scenarios.
Learn how to take control of your retirement - https://directedira.com/
Shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/ Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
TikTok: https://www.tiktok.com/@sorensenmat
YouTube: https://www.youtube.com/@MatSorensen
Websites:https://directedira.com
https://matsorensen.com
https://kkoslawyers.com
https://mainstreetbusiness.com
In 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 contributions for 2024 and 2025, and shares why this strategy remains one of the best-kept secrets in retirement planning—even with ongoing attempts by Congress to shut it down.
Whether you're new to this strategy or need a refresher on the rules for 2025, this episode gives you the clarity and confidence to make it work.
👉 Learn more and get started with your own Backdoor Roth IRA at https://directedira.com/backdoor-roth-ira/
Learn how to take control of your retirement - https://directedira.com/
Shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/ Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
TikTok: https://www.tiktok.com/@sorensenmat
YouTube: https://www.youtube.com/@MatSorensen
Websites:https://directedira.com
https://matsorensen.com
https://kkoslawyers.com
https://mainstreetbusiness.com
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, startups, or alternative assets in your IRA, this episode is for you!
Tune in to learn:
✅ What a self-directed IRA actually is
✅ The top 10 most common investment questions
✅ Key IRS restrictions to watch out for
✅ Why investing in what you know is the smartest strategy
For more expert insights, visit DirectedIRA.com.
Learn how to take control of your retirement - https://directedira.com/
Shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/ Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
TikTok: https://www.tiktok.com/@sorensenmat
YouTube: https://www.youtube.com/@MatSorensen
Websites:https://directedira.com
https://matsorensen.com
https://kkoslawyers.com
https://mainstreetbusiness.com
In 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.
Learn how to take control of your retirement - https://directedira.com/
Shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/ Connect with Mat online:
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In this episode of the Directed IRA Podcast, Mark and Mat break down how to use your self-directed IRA or 401(k) to invest in private businesses, funds, and startups. We’re not talking about running another business yourself—we’re talking about leveraging your expertise to identify valuable investment opportunities.
Most people think investing with an IRA means buying stocks, but what if you could invest in the next big thing before it goes public? Whether it’s a local business you know has potential or a startup in your industry, using insider knowledge (legally!) can be a game-changer.
We cover:
✅ How investing in private companies differs from public stocks
✅ Why broker-dealers don’t allow this—and how self-directed IRAs give you control
✅ The risks and rewards of private business investments
✅ How a Roth IRA can help you grow wealth tax-free with the right investments
If you’re looking for ways to maximize your retirement returns beyond traditional stocks and mutual funds, this episode is for you.
Head over to DirectedIRA.com now to start your self directing journey!
Learn how to take control of your retirement - https://directedira.com/
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Jamison Manwaring joins Mat Sorensen in the podcast to discuss a unique foreclosure deal that Neighborhood Ventures is acquiring. With rising interest rates and lenders tightening their grip, a prime multifamily property in Arcadia, Phoenix, recently went through foreclosure. Originally purchased for $18.25 million, Neighborhood Ventures secured it for $11 million, presenting a significant opportunity. Jamison explains how the property, already 91% occupied and recently renovated, was undervalued due to under-market rents. By strategically increasing rents and optimizing management, they aim to unlock its full potential.
This episode dives into the broader trend of distressed real estate opportunities as lenders force sales after months of extensions. Jamison also breaks down the mechanics of rate caps, why many are expiring, and how investors are using their Self Directed IRA to Invest in this deals.
Learn more about Neighborhood Ventures: https://neighborhood.ventures/
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Websites:https://directedira.com
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https://kkoslawyers.com
https://mainstreetbusiness.com
In 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 account they hold—and how to avoid them.
Whether you're an investor looking to move into alternative assets like real estate, crypto, or private deals, or just want more control over your retirement funds, this episode lays out the mechanics you need to know.
Tune in to get expert insights and actionable steps for taking charge of your financial future with a self-directed IRA.
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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 Gemini trading account to start buying digital assets inside your IRA.
If you’re serious about growing your wealth with crypto while keeping your profits tax-free, this episode is a must-listen!
Learn More about A Crypto IRA here: https://directedira.com/cryptocurrency/
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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/
Learn how to take control of your retirement - https://directedira.com/
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Finding real estate deals is the #1 challenge holding back Self-Directed IRA investors—but it doesn’t have to be! In this episode, Mat sit's down with Shenoah Grove from Texas REIAs to share proven strategies for uncovering off-market opportunities.
They discuss:
- Why traditional MLS listings aren’t the best option for investors
- How to use the Notice of Substitute Trustee to get ahead of foreclosures
- Marketing tactics to connect with motivated sellers
- The mindset shift investors need to find deals confidently
Whether you're new to real estate or an experienced investor looking for better strategies, this episode is packed with actionable insights!
Learn more about Self-Directed IRA investing at DirectedIRA.com
Learn how to take control of your retirement - https://directedira.com/
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Websites:https://directedira.com
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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 help you navigate the boundaries of self-directed IRA investing confidently.
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Websites:https://directedira.com
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https://kkoslawyers.com
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Wall 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 more.
With over 25 years of experience as tax lawyers and financial experts, Mat and Mark break down the rules, benefits, and opportunities of self-directed accounts in simple, practical terms. Whether you’re a first-time investor or an experienced advisor, this series is designed to help you take control of your retirement.
Don’t miss this foundational episode—your first step toward financial freedom starts here.
For a complete guide to self-directed IRAs, get your copy of The Self-Directed IRA Handbook, written by Mat Sorensen. It’s the #1 book in this space and will walk you through everything you need to know. https://a.co/d/dbFUbWR
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Websites:https://directedira.com
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Are you wondering how to spot a great investment opportunity in today’s real estate market? In this video, we dive into the current state of the real estate industry, focusing on multifamily properties, interest rate impacts, and strategies to navigate a challenging market.
Join us as we discuss:
✔️ Why Arizona’s multifamily market is facing unique challenges and opportunities.
✔️ The effects of rising interest rates on property values.
✔️ How distressed opportunities are creating value for savvy investors.
✔️ What you need to know before investing in a multifamily deal.
Discover insights from experts actively working in the space, including the steps we take to evaluate deals, lessons learned from recent market shifts, and why now could be the perfect time to consider investing.
Learn how to take control of your retirement - https://directedira.com/
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Websites:https://directedira.com
https://matsorensen.com
https://kkoslawyers.com
https://mainstreetbusiness.com
Did you know you can use your IRA to invest in cryptocurrency? In this video, I’ll walk you through how to buy crypto like Bitcoin, Solana, and XRP using your IRA and explain the incredible tax benefits that come with it.
Whether you're looking to diversify your portfolio, capitalize on crypto's growth potential, or take advantage of the tax-free or tax-deferred benefits of an IRA, this strategy can be a game-changer.
Ready to get started? Open a crypto IRA account today: https://directedira.com/cryptocurrency/
💡 What you'll learn:
- How to set up a Crypto IRA
- The tax benefits of investing in crypto through an IRA
- Why more people are turning to crypto for their retirement accounts
Learn how to take control of your retirement - https://directedira.com/
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Websites:https://directedira.com
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https://kkoslawyers.com
https://mainstreetbusiness.com
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 securing your financial future with alternative assets!
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Websites:https://directedira.com
https://matsorensen.com
https://kkoslawyers.com
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Don'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 December 30th—get ahead with smart, actionable steps.
- Avoid Tax Bracket Pitfalls: How to strategically "chunk" your Roth conversions to stay in a favorable tax bracket.
- Required Minimum Distributions (RMDs): Important rules if you're 73 or older to ensure compliance and avoid penalties.
Whether you're a seasoned investor or new to retirement planning, this episode is packed with actionable advice to help you make the most of your year-end planning.
Subscribe for more tips on maximizing your retirement strategy!
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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!
Have questions? Submit them at directedira.com/podcast for a chance to be featured in a future episode!
Learn how to take control of your retirement - https://directedira.com/
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https://kkoslawyers.com
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Join Mat Sorensen and special guest David Feingold, CEO of Broad Street Private Equity, for an insightful discussion on private equity investing. In this Directed IRA webinar, they break down what private equity is, how it works, and why it's becoming a popular asset class for self-directed IRA investors. With over 100 accounts investing in Broad Street deals, David shares his 34 years of experience and expertise in managing private businesses and navigating the world of alternative investments.
📌 Topics Covered:
- Understanding private equity
- How Broad Street manages private equity investments
- Insights for IRA investors looking into alternative assets
🔗 Watch now and gain valuable knowledge to make more informed investment decisions. directedira.com for more resources.
This recording is for educational purposes only and does not constitute an endorsement.
Learn how to take control of your retirement - https://directedira.com/
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Websites:https://directedira.com
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https://kkoslawyers.com
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Discover the journey of real estate developer and entrepreneur Cody Sperber as he joins Mat Sorensen to discuss the art of scaling businesses, real estate development, and thriving in competitive markets. In this episode, Cody reveals his transition from wholesaling and flipping houses to tackling luxury home developments and his strategic pivot into commercial and manufactured housing.
Learn how Cody leveraged partnerships to break into development, built eco-friendly homes tied to charitable causes, and adapted to challenges during market downturns. Cody also dives into the booming manufactured housing market and shares innovative strategies for creating affordable housing at scale.
Whether you're an investor, entrepreneur, or curious about real estate trends, this conversation is packed with insights on scaling businesses, finding opportunities in niche markets, and future-proofing investments.
🔑 Key Topics Covered:
- Scaling businesses and adapting in uncertain markets
- Cody’s shift from luxury home building to commercial real estate
- The rise of manufactured housing and land development strategies
- Balancing purpose-driven business with profitability
Subscribe for more expert interviews and business strategies!
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Websites:https://directedira.com
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https://kkoslawyers.com
https://mainstreetbusiness.com
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.
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Websites:https://directedira.com
https://matsorensen.com
https://kkoslawyers.com
https://mainstreetbusiness.com
In 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 strategies to make the most of it!
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Self-directed IRA Podcast - https://matsorensen.com/podcast/
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Websites:https://directedira.com
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https://mainstreetbusiness.com...
In this episode of the Directed IRA podcast, Mat and Mark give unique strategies to supercharge your 401(k) and take control of your retirement savings.
They explore how self-directing your 401(k) can open up investment opportunities beyond stocks and mutual funds, such as real estate, private businesses, and even cryptocurrency. Plus, they discuss the powerful "match and out" strategy to maximize your employer's contributions and why it’s crucial to take control of your retirement funds. Whether you have a traditional or Solo 401(k), these strategies can help you grow wealth like never before.
Subscribe for more insights on how to optimize your IRAs and 401(k)s, and share this episode with anyone looking to think outside the box for their retirement planning!
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In this episode, Mat dives into one of his favorite retirement strategies—the Solo 401(k). Whether you're a full-time entrepreneur or running a side hustle, this account is designed specifically for self-employed individuals with no employees. The Solo 401(k) allows you to contribute up to $69,000 per year, with options for both Roth and traditional dollars.
We'll break down everything you need to know, from qualifying for a Solo 401(k) to setting it up and managing it. How does it compare to a SEP or traditional IRA? What are the key differences? And most importantly, how can you make the most of this powerful retirement tool?
Special Offer: Right now, you can save $100 on Directed Custody’s Solo K accounts, plus enjoy 50-$100 off plan setup with KKOS Lawyers. Don't miss out on this deal—click here: https://kkoslawyers.com/401k-special-2024/ to learn more and start saving today!
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Self-directed IRA Podcast - https://matsorensen.com/podcast/
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Websites:https://directedira.com
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In 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, anyone?), and our take on how you can optimize your investments for a financially secure future.
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
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Websites:https://directedira.com
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https://mainstreetbusiness.com...
In 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 defenses against financial risk.
In this episode, you'll discover:
- The legal protections IRAs and 401(k)s offer
- How bankruptcy and lawsuits impact your retirement accounts
- Why asset protection should be a key part of your financial strategy
- Real-world examples that highlight the importance of retirement account protection
Be sure to listen and protect your financial future!
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Welcome to the Directed IRA Podcast! In this episode, we're diving into an open forum where we answer your questions about retirement accounts, including how to sell assets in your account, operate a Solo 401(k), and more. We’re breaking down what you can and can’t do, so you can make the most out of your retirement planning.
Got questions? Head over to (https://www.directedIRA.com/podcast) and submit yours for future episodes. We’re here to help you navigate the complexities of retirement with expert advice.
Some of your questions have been so detailed that they could fill a novel! If that's you, it might be time to schedule a tax consult with a lawyer. We're here to make sure you're fully equipped with the knowledge you need.
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In 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.
You'll learn how to set up effective retirement plans, the best entities to use, and the tax strategies you should be implementing to maximize your savings. Mat and Mark also address a common pitfall—reinvesting all your money back into your business while neglecting long-term retirement planning.
Whether you're just starting out or looking to optimize your current retirement strategy, this episode will provide actionable insights to help you build and grow your wealth, ensuring a future you're excited about. Tune in and start securing your financial freedom today!
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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.
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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 your child's education.
- Our favorite strategy for maximizing your savings and avoiding debt.
We also touch on the broader impact of student debt on young adults today, including challenges in buying homes and achieving financial independence. With the right strategies, you can set your kids up for success without the financial strain.
Tune in to learn how to optimize these savings tools and give your kids a head start in life! Don’t forget to like, subscribe, and hit the notification bell for more insights on investing and financial planning.
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Welcome to the Directed IRA Podcast! This is Matt Sorenson, joined by the insatiable Marc J. Koehler. 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 of these plans.
- How to navigate the nuances if you have part-time employees or plan to hire soon.
Whether you’re a seasoned entrepreneur or just starting your self-employment journey, this episode is packed with valuable insights to help you make informed decisions about your retirement planning.
Tune in and discover which plan could be the game-changer for your financial future!
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Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
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Top 10 Frequently Asked Questions About Self-Directed IRAs
Welcome to the Directed IRA podcast! In this episode, we tackle the top ten most frequently asked questions about self-directed IRAs. If you're curious about investing your IRA in assets like real estate, private companies, crypto startups, or private funds, this episode is for you.
Join us as we share insights from over a decade of experience in the industry. We’ve had countless discussions with clients and have honed in on the key information you need to know to successfully manage a self-directed IRA.
In this episode, you'll discover:
- The fundamentals of self-directed IRAs
- Various investment opportunities available
- Benefits and common pitfalls to avoid
- And much more!
Tune in for expert advice and practical tips to help you navigate the world of self-directed IRAs.
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Mat and Mark explain how you can leverage your IRA or 401K to invest in real estate, from rental properties to private lending and syndications. Learn the ins and outs of setting up a self-directed IRA, funding it, and managing real estate investments for maximum returns. This episode is packed with valuable insights and practical steps to help you take control of your retirement savings.
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Self-directed IRA Podcast - https://matsorensen.com/podcast/
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Today, we're recording with Jamison Manwaring, co-founder of Neighborhood Ventures. We'll discuss self-directed IRAs and real estate, leveraging IRAs and 401Ks for investments, and the unique opportunities Neighborhood Ventures offers. Jamison shares insights on their investment strategy, including their REIT, crowdfunding approach, and current market trends.
Topics Covered:
- Self-directed IRAs and 401K investments in real estate
- Neighborhood Ventures' investment offerings and strategies
- The advantages of crowdfunding for real estate investments
- Current market trends and interest rate impacts
- The benefits of their REIT structure for IRA investors
Learn More About Neighborhood Ventures:
- Website: https://neighborhood.ventures/
- YouTube: https://www.youtube.com/channel/NeighborhoodVentures
Follow Jamison Manwaring:
Instagram: @jamisonmanwaring
Twitter: @jamisonmanwaring
Don't miss out on the opportunity to learn from an expert in real estate investment. Watch now!
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Unlock the secrets to long-term wealth, as we dive deep into the world of Roth IRAs. Imagine a retirement account where your investments grow tax-free, you can withdraw contributions without penalties, and your savings are protected from creditors. Sounds too good to be true? Tune in as I walk you through setting up a Roth IRA, whether you're making new contributions, rolling over an old employer Roth 401k, or converting a traditional IRA. We’ll also break down the tax implications of these conversions and show how paying taxes upfront can pave the way for significant tax-free growth in the future.
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In this special live episode, we're diving into Self-Directed IRA Summer School. Join us as we answer common questions about self-correcting your IRA and investing in alternative assets. Plus, learn about the Mega Backdoor Roth strategy and more. Don't miss out!
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Join us as we explore the benefits of Kids Roth IRAs and how to teach children financial literacy through smart savings and investment strategies. Learn why Kids Roth IRAs are ideal for college savings and retirement, the importance of earned income, and the steps to get started. We'll share practical tips and real-life examples to help you and your children build a strong financial foundation.
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Self-directed IRA Podcast - https://matsorensen.com/podcast/
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Mat sheds light on IRA LLCs, potentially known as Checkbook Control IRAs. He breaks down the intricacies of this structure, highlighting its rules, potential pitfalls, and the power it has over a self-directed IRA and how our clients at Directed IRA stay successful with them.
Call a Directed IRA specialist to open your IRA/LLC account! https://directedira.com/appointment/
🚀 Disclaimer: This podcast is for educational purposes only and does not constitute financial advice. Consult with a qualified professional before making any investment decisions.
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
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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.
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Self-directed IRA Podcast - https://matsorensen.com/podcast/
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Blog & Articles - https://matsorensen.com/blog/
----
Being a Tax Advisor is a lucrative opportunity...Learn more about Marks Main Street Tax Pros here:
https://markjkohler.com/the-main-street-tax-pro-certification/
----
Ask Mat:
https://matsorensen.com/ask-mat
----
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At Directed IRA, we've witnessed individuals harnessing Self-Directed IRAs for unique investments. The possibilities are endless, from buying cattle to acquiring Mexican soccer teams and even investing in racehorses.
With a Self-Directed retirement account, you can explore many investment opportunities. Have a question? Comment, and we'll address it in our upcoming webinar!
Interested in a Self Directed IRA? Schedule a New Account Call Today:
https://directedira.com/appointment/
Being a Tax Advisor is a lucrative opportunity...Learn more about Marks Main Street Tax Pros here:
https://markjkohler.com/the-main-street-tax-pro-certification/
Ask Mat:
https://matsorensen.com/ask-mat/
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
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In 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/
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
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In this episode Mark and I discuss how, Inheriting a retirement account can be overwhelming. Learn the options available for spouses and non-spouse beneficiaries, and discover how to make the most of your inheritance. Find out about the spousal rollover, investment strategies, and the importance of consulting professionals. Navigate the complexities of inherited IRAs with confidence.
Don't forget to grab your tickets for the Self-Directed IRA Summit here!
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
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Blog & Articles - https://matsorensen.com/blog/
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In this episode, Mat and Mark emphasize the importance of proper beneficiary designations for your retirement accounts. They highlight a critical story that illustrates the significance of updating your beneficiary information, emphasizing that even if you have a will or a trust, your beneficiary designation form trumps all.Don't forget to grab your tickets for the Self-Directed IRA Summit here!
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Self-directed IRA Podcast - https://matsorensen.com/podcast/
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Join us as we explore the essential guidelines and strategies for gauging your retirement savings progress. Learn about setting clear financial goals, understanding the 4% rule, and supercharging your savings through strategic planning. We'll get into investment strategies and provide age-specific savings targets to help you achieve financial security in your golden years. Tune in to take control of your financial future
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
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Blog & Articles - https://matsorensen.com/blog/
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Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
Shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/
Connect with Mat online:
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Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
Shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/
Connect with Mat online:
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On this weeks Open Forum Live Webinar we talk about the basics of Self-Directing! From navigating prohibited transactions to maximizing retirement contributions, we cover it all. Learn about correction procedures, compliance protocols, and strategies for safeguarding your financial future. Have questions or need further guidance on self-directing your IRA? Reach out to my company Directed IRA, and our team of experts will provide personalized assistance tailored to your needs. Subscribe now and take control of your Retirement!
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
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In this webinar, Mat Sorensen, CEO, and Aaron Halderman, COO of Directed IRA discuss everything you need to know about Solo 401(k)s
We cover the following topics:
-New Roth Rules for 2024 and Beyond
-Contributing 10 times more annually than an IRA
-Understanding the necessity of an LLC for a Solo 401(k)
-Qualification criteria
-Avoiding common mistakes
-Exploring the increased contribution limits for 2023 ($66k) and 2024
-Answering your questions
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
Shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/
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Join us as we explore the various assets your Self Directed IRA can own, from real estate to private funds and crypto. Discover the benefits and considerations of investing in different assets with your retirement account. As tax and business lawyers, we provide insights into what makes a good investment for your IRA and share examples to help you navigate your investment journey.
Key Topics Covered:
- Exploring alternative assets for IRAs
- Benefits of using IRAs for real estate investment
- Understanding the asset options for IRAs
- Tips for maximizing returns with self-directed IRAs
- Considerations when choosing IRA investments
- Insights from tax and business lawyers on IRA investments
- Diversifying beyond traditional IRA assets
- Strategies for building wealth for retirement with IRAs
- Navigating the investment journey with IRAs
- Examples and case studies of successful IRA investments
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
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In 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 options.
Why Consider Crypto in Your Retirement Account?
With over 50 cryptocurrencies available, learn how to move beyond traditional assets and explore new investment opportunities. Discover the benefits of tax-advantaged strategies, especially using Roth IRAs for potential tax-free gains.
Taking Action: Setting Up Your Crypto IRA
Get practical insights into initiating the process, transferring accounts, and setting up a dedicated crypto IRA. Mat and Mark share the simplicity of working with Gemini, a trusted platform for crypto trading within your retirement account at Directed IRA. To learn more click this link! https://directedira.com/cryptocurrency/
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
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Connect with Mat online:
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Our COO Aaron Halderman and I discuss transforming old employer 401k into a Self Directed IRA or 401K, navigating the intricacies of health and education savings, and choosing the right path between Roth and Traditional IRAs. Whether you're looking to use existing retirement account money or start fresh with new contributions, we've got you covered. Join us as we break down the rules, discuss pain points, and provide practical steps to empower you to take control of your retirement. At Directed IRA, we assist clients in setting up 30-40 new accounts daily, and our goal is to make you experts in managing your financial future. Subscribe now for expert insights and success stories!
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
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In this episode of the Directed IRA Podcast, Mark and I discuss turning your old employer's 401(k) into a million-dollar powerhouse. Learn how to escape the clutches of Wall Street, avoid high fees, and unlock the true potential of your retirement funds. Discover the Rule of 72 and how your money can double every six years, tax-free. Join the conversation on self-directed IRAs, alternative assets, and the path to financial freedom. Don't miss out on this episode – take control of your retirement and start building wealth today!
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
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Mat and Mark discuss crucial deadlines for Roth conversions, clarifying the 2023 tax implications and compliance requirements for various LLC-owned retirement accounts. Alongside holiday banter and a touch of festive attire. Discover answers to your pressing questions on self-directed retirement accounts, cost segregation strategies, and the nuances of Solo 401(k) contributions. Uncover insights into VRBO taxes, multifamily and Single Family home purchases, and how to create Tax-Free Real Estate Investments.
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
Shop my products - https://shop.matsorensen.com/
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Connect with Mat online:
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LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen
Welcome to the Direct IRA Podcast! In this episode, we're getting into the ins and outs of Solo 401(k)s – the top self-directed account for the self-employed. Join Mat Sorensen and Nate Hare as they tear apart the complexities of contribution rules, deadlines, and benefits associated with Solo 401(k)s.
⏱️ Timestamps:
00:00:09:00 - Explaining 401(k) Contributions
00:00:43:15 - Solo 401(k) Explained: The Best Retirement Plan?
00:01:07:14 - Dive into Contribution Rules & Deadlines
00:03:31:14 - Setting Up a Solo 401(k) by Year End Importance
00:05:33:05 - Crucial Considerations for S Corporations
00:07:24:15 - Contribution Limits for 2023 & 2024
00:09:04:01 - Advantages of S Corporations in Solo 401(k) Contributions
🔍 Exploring Employee & Employer Contributions:
- Understand the significance of making 401(k) contributions – both employee and employer segments.
- Clarifying 2023 deadlines and the criticality of setting up Solo 401(k)s by year-end.
- Contributions in S Corporations – decoding the complexities of W-2 and planning considerations.
- Detailed breakdowns of 2023 and 2024 contribution limits and potential strategies for maximum contributions.
Unlock the Potential:
The wealth-building capabilities of Solo 401(k)s, especially for small business owners, real estate investors, and those with no employees. Get insights into contribution strategies, nuances, and the impact on retirement savings.
Learn how to take control of your retirement - https://directedira.com/
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Explore IRA investments in precious metals like gold, silver, platinum, palladium, and cryptocurrencies such as Bitcoin, Ethereum, and more! Join us as we get right into the rules, qualifications, storage, and processes involved in investing your IRA in these alternative assets.
Discover the distinctions between owning Crypto assets directly versus through funds, and learn about different methods, including a dedicated crypto IRA or setting up an LLC for diversified options. We simplify the complexities, offer insights, and discuss our preferred platform, Gemini, ensuring a secure and regulated approach to managing your Crypto IRA.
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Welcome to this week's Directed IRA Special Podcast Episode! Today, we had the opportunity to speak with Chris Loeffler, the CEO of Caliber Wealth. Listen as Chris explains the story of Caliber—a journey from a private small business to a thriving publicly traded company managing Alternative Assets.
Join us as Chris shares insights into Caliber's evolution, the real estate market's current landscape, and valuable lessons learned along the way. Whether you're an investor, entrepreneur, or real estate enthusiast, this episode is packed with wisdom. Subscribe, hit the like button, and let's take control of our financial future. For more information on Chris and Caliber Wealth, check the links below!
To download a copy of the slides used in this presentation, click the link below!
https://drive.google.com/file/d/1518oD2pBjn9tAVN5v5MAS7CE5oFNWtE7/view?usp=sharing
More about Caliber Company and where to find them!
Website: https://www.caliberco.com
Education: https://www.caliberco.com/learn
Stock Profile: CaliberCos NASDAQ: CWD
Investor Relations
Tamara Gonzalez, Financial Profiles
Tgonzalez@finprofiles.Com
How to get in contact with Chris -
Chris Loeffler, CEO
Chris.Loeffler@CaliberCo.Com
Schedule a Free 15-minute new account phone appointment to get started with your Self-Directed journey: https://directedira.com/appointment
To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast
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Roth IRAs can be established and funded for high-income earners by using what is known as the “back door” Roth IRA contribution method. Many high-income earners believe that they can’t contribute to a Roth IRA because they make too much money and/or because they participate in a company 401k plan. Fortunately, this thinking is wrong. While direct contributions to a Roth IRA are limited to taxpayers with income in excess of $146,000 ($223,000 for married taxpayers, 2024), those whose income exceeds these amounts may make annual contributions to a non-deductible traditional IRA and then convert those amounts over to a Roth IRA.
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Mat and our Executive Director Nate discuss the intricacies of Roth conversions and contributions, addressing questions related to traditional IRA to Roth IRA conversions, the nuances of the five-year rule, considerations for investment opportunities, and rules governing multi-member IRA LLCs. They delve into scenarios where IRA contributions aren't tax-deductible due to high income and touch upon backdoor Roth IRA strategies.
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Join Mat and Mark as they discuss end of year Tax Strategies, Retirement Insights & More! From retirement account considerations to last-minute wealth-building insights, discover the secrets the wealthy use to maximize their earnings before the year wraps up.
- Explore key tips for keeping more of your hard-earned money while investing smartly.
- Learn about tax-saving tactics and little-known nuances of retirement accounts.
- Get insights into crucial decisions and actions to take before the year ends.
Learn how to take control of your retirement - https://directedira.com/
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Mark 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.
Learn how to take control of your retirement - https://directedira.com/
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In this webinar, Mat Sorensen, CEO, and Aaron Halderman, COO of Directed IRA discuss everything you need to know about Solo 401(k)s
We cover the following topics:
-New Roth Rules for 2023 and Beyond
-Contributing 10 times more annually than an IRA
-Understanding the necessity of an LLC for a Solo 401(k)
-Qualification criteria
-Avoiding common mistakes
-Exploring the increased contribution limits for 2023 ($66k) and 2024
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
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Connect with Mat online:
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YouTube: https://www.youtube.com/@MatSorensen
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
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
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Connect with Mat online:
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In this YouTube video, we dive into the fascinating world of Self-Directed IRAs. Our hosts, Mat and Mark, are joined by special guests Randy Luebke, a financial advisor and co-author of Marks book, and John Shekarchi, an experienced Self-Directed IRA investor, Partner at Directed IRA and lawyer. They share their insights and personal experiences with Self-Directed IRAs, shedding light on the incredible possibilities these retirement accounts offer.
Randy Luebke explains the importance of working with independent fiduciary investment advisors, ensuring you get unbiased advice for your retirement investments. John Shekarchi provides valuable insights and stories from his journey with Self-Directed IRAs, giving viewers a glimpse of the exciting opportunities available.
If you're interested in taking control of your retirement funds and exploring alternative investments, this video is a must-watch. Discover how you can invest your retirement savings beyond traditional stocks and bonds. Don't miss out on the chance to learn from the experts and gain financial independence in your golden years.
For more in-depth discussions and exclusive content, be sure to visit SDIRASummit.com and consider purchasing recordings of the Self-Directed IRA Summit to further your knowledge and make informed investment decisions. Join us on this informative journey into the world of Self-Directed IRAs!
- Learn about the history of self-directed IRAs and the challenges some investors face when trying to break free from the Wall Street mold.
- Discover the importance of working with independent fiduciary investment advisors to navigate the world of self-directed IRAs.
- Get insights from John and Randy, who share their success stories and provide valuable mentorship in the self-directed IRA space.
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
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Join Mat and Mark as they discuss Checkbook IRA/LLC's the structure that surrounds them and the documents needed to get it right the first time!
About IRA LLC's/Checkbook IRA
An IRA/LLC is an investment structure whereby an IRA invests capital into a newly created limited liability company (“LLC”). The IRA owns the LLC units just like your IRA can own Coca-Cola corporation stock. This IRA/LLC structure has been popular amongst real estate investors and other investors who regularly invest in alternative assets with their retirement accounts. A common IRA/LLC structure is one where the IRA invests a designated amount of cash into the LLC in exchange for 100% of the membership units of the LLC. The LLC then in turn acquires the intended investment asset. For example, a rental property. An IRA/LLC can also be formed with numerous IRAs owning the LLC with the ownership allocated between the different IRAs based on the dollars invested.
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Self-directed IRA Podcast - https://matsorensen.com/podcast/
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YouTube: https://www.youtube.com/@MatSorensen
Join 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:
AJ is an American entrepreneur, businessman, and investor who owns and manages his self-storage portfolio of over $212 million of assets through his companies Cedar Creek Wealth, Bitterroot Holdings, and Clearwater Benefits.
AJ owns and hosts the largest self-storage podcast, Self Storage Income. As an operator and private owner with over 1.2 million square feet of self-storage, AJ regularly keynotes at national conferences on operations related to investing in, buying, and managing self-storage facilities.
📲 CONNECT WITH AJ Osborne:
Podcast: https://www.youtube.com/@SelfStorageIncome
Instagram: https://www.instagram.com/ajosborne/
Facebook: https://www.facebook.com/selfstorageincome/
LinkedIn: https://www.linkedin.com/in/aj-osborne-a9b8102b/
Youtube Channel: https://www.youtube.com/@SelfStorageIncome
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
Shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/
Connect with Mat online:
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Join Mat Sorensen and guest expert Nick Fong with Ronival Real Estate, as they discuss his experiences investing internationally since 2004.
Self-Directed IRAs, 401Ks, and other qualified plans, not only can buy, own, and hold investment property here in the U.S., but they can also invest them in International Property. They discuss the in’s and out’s to investing internationally with your self-directed IRAs.
Nick Fong discusses his experiences investing internationally and what made him move his real estate operation from Chicago, Illinois to Los Cabos, Mexico.
📲 CONNECT WITH NICK FONG:
Podcast: The Nick Fong Podcast
Instagram: https://www.instagram.com/nickfong_ronival/
Facebook: https://www.facebook.com/fongna
LinkedIn: https://www.linkedin.com/in/ronival/
Youtube Channel: https://www.youtube.com/watch?v=ml7bmXMmBR8&list=PLJymzBKL1plQlK-29ACgzUwM8aUlp1sQD&pp=iAQB
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
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Blog & Articles - https://matsorensen.com/blog/
Connect with Mat online:
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LinkedIn: https://www.linkedin.com/in/matsorensen/
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YouTube: https://www.youtube.com/@MatSorensen
Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions.
Diving deep into 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
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
Shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/
Connect with Mat online:
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We'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.com
Instagram https://www.instagram.com/kriskrohn/
Facebook https://www.facebook.com/MentorwithKris
Twitter https://twitter.com/kriskrohnmentor
LinkedIn https://www.linkedin.com/in/mentorwit...
Youtube Channel: https://www.youtube.com/@KrisKrohn
TikTok https://vm.tiktok.com/HQYU1v/
Blog http://blog.kriskrohn.com
Audible http://rdrurl.com/kriskrohnaudible
To get a copy of Kris's Real Estate track record and a custom Real Estate game plan visit:
https://www.kriskrohn.com/more
Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. https://directedira.com/appointment
To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
Shop my products - https://shop.matsorensen.com/
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In this episode, we break down the deadlines and strategies for contributing to your Solo 401(k) plan. If you're an S Corporation owner or a sole proprietor, this information is crucial. Discover how to reduce your taxable income, set up your Solo 401(k) plan, and start building your retirement nest egg. Don't miss out on these valuable tips and strategies to secure your financial future.
AND DONT FORGET, SEPTEMBER 15th IS THE LAST DAY TO CONTRIBUTE!
Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. https://directedira.com/appointment
To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
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Blog & Articles - https://matsorensen.com/blog/
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- LinkedIn: https://www.linkedin.com/in/matsorensen/
- Twitter: https://twitter.com/matsorensen
- YouTube: https://www.youtube.com/@MatSorensen
In this episode, Mat goes solo to tackle the most pressing Roth IRA questions of 2023. Whether you're considering a Roth IRA or exploring self-directing options, Mat provides thorough answers and valuable insights to help you make informed decisions. Don't miss out on the essential knowledge and tools you need to secure your financial future
Top 10 Roth IRA Questions:
- How much can I put in?
- How big can my account get?
- What if I make to much money?
- What is a Backdoor Roth IRA and is it legit?
- What can I invest in with a Roth IRA?
- How do I get my money out EARLY of my Roth, No Penalty?
- When can I take all of it out?
- What is the 5 year rule?
- How do I move my Roth IRA?
Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. https://directedira.com/appointment
To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
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Let's talk shop: HGTV Magic vs. the REAL grind.
Beyond the glitz, it's sweat – from new builds to lavish renos, even multifamily flips. TV hypes money, but what if profit's are a no-show?
Contractors go AWOL? What better way to get to the bottom of this than hearing it from HGTV personality @amymahjoory!
Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding the type of account best for you. https://directedira.com/appointment
To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast
Learn how to take control of your retirement - https://directedira.com/
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Join Mat and Mark as they break down the 5 most common mistakes clients make when converting their Traditional IRA money to Roth! Roth 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 a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. https://directedira.com/appointment
To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast
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An Incredible Alternative Asset Summit- Here are some of the key takeaways and how it can directly apply to Self-Directing!
- When vetting an investment sponsor (syndicator, fund manager) ask them about a failure or problem they’ve had on an investment/asset. If they don’t have one, they’re either not being transparent or they haven’t had enough experience in what they do to be investing with them. You want to hear about a struggle they’ve had and how they handled it. Veena Jetti
- The middle market of commercial real estate has tremendous opportunity. Smaller deals below $5M are taken by wealthy individuals and entrepreneurs while large deals over say $20-50M are taken by large institutions, this leaves a huge opportunity in the “middle market” of $5M to $20M as the buyer pool is limited. Chris Loeffler
- Banks are a business focused on their assets and revenues, they will be foreclosing if borrowers can’t pay and won’t be cutting deals as rates for commercial loans are resetting and rising. This is opportunity for investors. Find bank officers (eg linkedin search) and get to know bankers who handle these troubled loans and assets. Search for bankers with REO and special services in their job titles. Jonathan Morris
- Find the best pros in your market (real estate agents, mortgage officers, title agents/attorneys, home builders/contractors) and network with them as someone who can solve problems and come up with your funds or private money to make creative deals and transactions work. John Shekarchi
- Hospitality assets have been distressed by lack of bank lending/financing and covid restrictions but operators who can transform deeply discounted properties have significant upside (e.g. adding weddings and experiences to resorts to get rooms pre-booked and under contract over a year out). Josh McCallen
- Stock market investing is about beating the person on the other end of a trade and trying to be the smartest in the market. Real estate investment success isn’t about being the smartest or beating someone else, it’s more determined by creativity and hard work on deals on properties and opportunities that are all unique. Jamison Manwaring
- Angel investing requires at least 10 investment positions as many investments will fail entirely while a couple can return a modest return and you’re hoping that at least one investment brings a significant return that makes up for the failures. Lisa Walker
- Investor portfolios with alternative assets are proving to add more yield and less volatility than traditional stock/bond portfolios. Michael Bradley & Brandon Scott
These are from memory and summarized. They’re 💯 but not exact quotes. Continued in comments. What were your takeaways?
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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!
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 financial, tax, and legal podcasts, Live events, and conferences.
- Did you know you can invest assets owned by your self-directed IRA more efficiently? To Set Up Your New Account With A Specialist visit https://directedira.com/appointment/.
* Discover the benefits of using an IRA/LLC, also known as a “checkbook control IRA.” Visit KKOS Lawyers to get help setting up your single-member IRA/LLC, call KKOS Lawyers at (888) 801-0010, or visit their website at https://www.kkoslawyers.com.
Leave your questions in the comment section below!
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How 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 Executives regarding what type of account is best for you. https://directedira.com/appointment
To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast
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Join mat and mark as they break down how to set up the perfect structure to partner you IRA with other accounts or other individuals and build a mega IRA account the checkbook LLC is a unique structure that many don’t understand.
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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 financial, tax, and legal podcasts, Live events, and conferences.
- Did you know you can invest assets owned by your self-directed IRA more efficiently? To Set Up Your New Account With A Specialist visit https://directedira.com/appointment/.
* Discover the benefits of using an IRA/LLC, also known as a “checkbook control IRA.” Visit KKOS Lawyers to get help setting up your single-member IRA/LLC, call KKOS Lawyers at (888) 801-0010, or visit their website at https://www.kkoslawyers.com.
Leave your questions in the comment section below!
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Veena Jetti is our special guest in this webinar. Veena is founding partner of Vive Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors ($900M+). Veena has over a decade of real estate experience and over $1B+ in real estate assets over her career in both the startup world as well as the corporate world.
Connect with Veena!
https://www.linkedin.com/in/veena-jetti/
https://www.instagram.com/veenajetti/
https://www.facebook.com/theveenajetti
Her fund!
https://vivefunds.com
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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!
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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!
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 financial, tax, and legal podcasts, Live events, and conferences.
- Did you know you can invest assets owned by your self-directed IRA more efficiently? To Set Up Your New Account With A Specialist visit https://directedira.com/appointment/.
* Discover the benefits of using an IRA/LLC, also known as a “checkbook control IRA.” Visit KKOS Lawyers to get help setting up your single-member IRA/LLC, call KKOS Lawyers at (888) 801-0010, or visit their website at https://www.kkoslawyers.com.
Leave your questions in the comment section below!
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In this episode of the Directed IRA Podcast, Mat and Mark discuss how to flip real estate in an IRA. They go over how thousands of their clients over the years have used their IRA to buy a piece of property, rehab it, and flip it for profit. That money then goes back into their retirement account, tax-free.
Leave your questions in the comment section below!
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Investing your IRA into a Small Business is HUGE for getting the ball rolling and staying ahead while avoiding a bank loan. Diversify your investments and start looking into using your IRA or 401K to fund your business and get it off the ground!. Small businesses might need your money.
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Mat and Aaron will be joined by Gary Chung Our guest has experience with over 50 different deals with Self-Directed IRAs and Solo(k)s.This is the segment where we put CONCEPT into ACTION! We will discuss actual real estate IRA investments. The profits, pitfalls, and lessons in between.
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
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 financial, tax, and legal podcasts, Live events, and conferences.
-
Did you know you can invest assets owned by your self-directed IRA more efficiently?
To Set Up Your New Account With A Specialist visit https://directedira.com/appointment/. -
Discover the benefits of using an IRA/LLC, also known as a “checkbook control IRA.”
Visit KKOS Lawyers to get help setting up your single-member IRA/LLC, call KKOS Lawyers at (888) 801-0010, or visit their website at https://www.kkoslawyers.com.
🔊 Found this video helpful? Click the Like bottom & share with others.
Subscribe to my channel and click the 🔔 icon for notifications when I post a new video.
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
Be an expert/shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/
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/
Join Mat Sorensen this open forum as he answer's 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.
Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. https://directedira.com/appointment
To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast
In 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 (BTFP)
🔊 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!
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 financial, tax, and legal podcasts, Live events, and conferences.
- Did you know you can invest assets owned by your self-directed IRA more efficiently? To Set Up Your New Account With A Specialist visit https://directedira.com/appointment/.
* Discover the benefits of using an IRA/LLC, also known as a “checkbook control IRA.” Visit KKOS Lawyers to get help setting up your single-member IRA/LLC, call KKOS Lawyers at (888) 801-0010, or visit their website at https://www.kkoslawyers.com.
Leave your questions in the comment section below!
🔊 Found this video helpful? Click the Like bottom & share with others.
Subscribe to my channel and click the 🔔 icon for notifications when I post a new video.
Learn how to take control of your retirement - https://directedira.com/
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Leave your questions in the comment section below!
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
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Leave your questions in the comment section below!
Mat 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!
In today's episode Mat and Mark discuss Lending and notes with your Self-Directed IRA and 401K. Real Estate is the top invested asset here at Directed IRA, and this is how you can take your retirement to the next level. Before investing your hard-earned savings or self-directed IRA into an “alternative” business or real estate investment of another, you need to ask hard questions to the person or company receiving your money. Here are some tips to keep you out of legal trouble and to help you avoid bad investments or structures.
Leave your questions in the comment section below!
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Leave your questions in the comment section below!
Amy Mahjoory was our special guest for the Directed IRA podcast and talked about raising private money for your deals (OPM, other people's money).
Amy is a frequent speaker and expert on raising private money for real estate. She's also known in the real estate space as a personality on HGTV's House Hunters.
I'll be speaking at Amy's Raising Private Money event in April in Long Beach:
https://www.raisingpm.com/liveevent
You can also find her at:
https://amymahjoory.com
https://www.instagram.com/amymahjoory/
https://www.linkedin.com/in/amy-mahjoory-bb299511/
Leave your questions in the comment section below!
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In todays Webinar Mat and Aaron speak with special guest Josh McCallen on investing in Distressed Assets.
Josh McCallen is a nationally recognized hospitality executive, conference speaker, innovator, builder and investor with a track record for developing exceptional resort properties and growing world-class operational teams.
In 20 years, McCallen has led luxury residential and hospitality construction programs, served as president of a 400+ person hotel development and management company, and built numerous businesses and brands worth more than $150,000,000.
Topics Include:
Live Q&A
Investing in hospitality and resorts
Creating a world-class brand
The importance of core values in your business
Building a successful team to support your investing business
The importance of selling on value, not price
Why Josh sees great opportunity and value in investing in resorts today
Thinking of money as power that you can do for others
What other investors can learn and what Josh's company/fund is doing.
Mat takes the new Secure 2.0 and breaks it into the most important pieces. Answering your questions on the new law changes along the way. To find out more details on Secure 2.0 and the new Law Changes to IRA's and 401K's visit the link below!
Secure 2.0 Podcast and Article:
https://matsorensen.com/self-directed-ira-investing/huge-changes-iras-401ks-new-budget-law-affects-everyone/
https://directedira.com/ep-82-huge-change-to-iras-and-401ks-new-laws-in-affect/
In this episode, Mat and Mark discuss the differences between Solo 401Ks and SEP IRAs; they explain which plan is right for YOU!
Article on Solo 401Ks:
2022 Solo 401(k) Contribution Deadlines: Rules, Steps, and Strategies
SEP IRA can now be ROTH:
EP.82 Huge Change to IRA’s and 401K’s – New Laws in Affect
Investing in Alternative Assets with an IRA or 401k
How the Rich Invest in Alternative Assets and How you can too.
Hosted by Mat Sorensen, Aaron Halderman, and Michael Bradley of Bradley Wealth
In this webinar we’ll discuss:
What are alternative investments?
What types of alternative assets exist?
Who can invest in alternatives?
How do I get started investing in alternatives?
What counterparties are involved in the alternative investing process?
Why are investors adding alternative assets to their portfolios?
Leave your questions in the comment section below!
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In this episode, Mat and Mark discuss Transfers and Rollovers. And practicing not leaving any money on the table.
Leave your questions in the comment section below!
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Mat and Mark discuss savings habits, matching, and how to maximize retirement account contributions.
Leave your questions in the comment section below!
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Blog & Articles - https://matsorensen.com/blog/
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Did the Grinch or Santa Claus come to town?
Biden signs the new bill...
What does this mean for small business owners??
Want to know all about this topic?
Visit my website to read the full article - Huge Changes to IRAs and 401(k)s in New Budget Law that Affects Everyone
- https://matsorensen.com/self-directed...
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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 account phone appointment with one of our experienced Senior Account Executives regarding a Real Estate IRA or a Self-Directed IRA.
https://directedira.com/appointment
🔊 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!
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 financial, tax, and legal podcasts, Live events, and conferences.
-
Did you know you can invest assets owned by your self-directed IRA more efficiently? To Set Up Your New Account With A Specialist visit https://directedira.com/appointment/.
-
Discover the benefits of using an IRA/LLC, also known as a “checkbook control IRA.” Visit KKOS Lawyers to get help setting up your single-member IRA/LLC, call KKOS Lawyers at (888) 801-0010, or visit their website at https://www.kkoslawyers.com.
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Check out Mat Sorensen’s Self-Directed IRA Podcast, new episodes every Monday. Submit your questions, listen, search for prior episodes, and sign up for the Directed IRA Weekly Free Newsletter, visit https://directedira.com/podcast
Most Popular Products:
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The Self-Directed IRA Handbook: https://matsorensen.com/products3
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The Total SDIRA Bundle (The Self-Directed IRA Handbook, Second Edition (eBook Version), The Self-Directed IRA Handbook Video Series, SPRING 2022 SDIRA Summit Video Series, and FALL 2022 SDIRA Summit Video Series) https://shop.matsorensen.com/products...
Roth IRAs can be established and funded for high-income earners by using what is known as the “back door” Roth IRA contribution method. Many high-income earners believe that they can’t contribute to a Roth IRA because they make too much money and/or because they participate in a company 401k plan. Fortunately, this thinking is wrong. While direct contributions to a Roth IRA are limited to taxpayers with income in excess of $140,000 ($218,000 for married taxpayers, 2023), those whose income exceeds these amounts may make annual contributions to a non-deductible traditional IRA and then convert those amounts over to a Roth IRA.
Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding a Real Estate IRA or a Self-Directed IRA. https://directedira.com/appointment
Roth 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 a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding a Real Estate IRA or a Self-Directed IRA.
https://directedira.com/appointment
🔊 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!
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 financial, tax, and legal podcasts, Live events, and conferences.
-
Did you know you can invest assets owned by your self-directed IRA more efficiently? To Set Up Your New Account With A Specialist visit https://directedira.com/appointment/.
-
Discover the benefits of using an IRA/LLC, also known as a “checkbook control IRA.” Visit KKOS Lawyers to get help setting up your single-member IRA/LLC, call KKOS Lawyers at (888) 801-0010, or visit their website at https://www.kkoslawyers.com.
-
Check out Mat Sorensen’s Self-Directed IRA Podcast, new episodes every Monday. Submit your questions, listen, search for prior episodes, and sign up for the Directed IRA Weekly Free Newsletter, visit https://directedira.com/podcast
Most Popular Products:
- The Self-directed IRA 2022 Recordings https://matsorensen.com/product/sprin...
-
The Self-Directed IRA Handbook: https://matsorensen.com/products3
-
The Total SDIRA Bundle (The Self-Directed IRA Handbook, Second Edition (eBook Version), The Self-Directed IRA Handbook Video Series, SPRING 2022 SDIRA Summit Video Series, and FALL 2021 SDIRA Summit Video Series) https://matsorensen.com/product/total...
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This webinar was hosted by Mat Sorensen, bestselling author of The Self Directed IRA Handbook and Aaron Halderman, COO of Directed IRA with special guest Bill Predebon, Founder/President, Creative Solutions Investments, LLC.
Creative Solutions Investments, LLC, (CSI,LLC) is a Real Estate Investing Company, specializing in Fix and Flip short term investments, creative financing and creative investing strategies. Ultimately, long term buy and hold strategies.
In this webinar they discussed:
- Funding your deals including: joint ventures, partnerships, capital investments secured by DOT, among others.
- Using other people's IRAs to invest in real estate and more.
- Expanding your existing real estate business if you are a real estate broker or investor.
They also answered deal funding questions Live!
Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. https://directedira.com/appointment
To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast
Bestselling 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 Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. https://directedira.com/appointment
To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast
Mat Sorensen and Mark J. Kohler explain everything you need to know about the increased contribution limits for 2022. 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 2022 - Learn more
As 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 ”Investing in Real Estate with an IRA” Quick Start Guide
- Listen to The Power of The Solo 401k Episode on Main Street Business Podcast
- Solo 401k Special - Learn more
How can you be the best parents? Get your kids saving!
Bestselling authors, Mat Sorensen and Mark J. Kohler share their real life experience 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 Kid’s Roth IRA strategy!
In 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 Qualifications
- What is a Side-door Solo 401(k)
- Increased Contribution Limits for 2022
- UDFI Tax
- Contribution Deadlines: Rules, Steps, and Strategies
Mat & Aaron also answered numerous Solo 401k questions regarding account qualification and types of strategies.
The IRA LLC and Checkbook IRA is one of the best 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 of 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 Incorrectly Your Checkbook IRA with Case Studies.
Take notes and listen to this episode again to maximize the power of IRA LLCs and Checkbook IRAs!
We've added Expert Panels with experience in over 100 different deals on self-directing with alternative assets the 9th Self-Directed IRA Summit. Learn more at: https://sdirasummit.com/
Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. https://directedira.com/appointment
You 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 IRA
- Short Term Rentals
- Solo 401k Qualification
- UBIT
- Mega Backdoor Roth
- And more!
Mat 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 decisions
- Comparing the stock market to real estate
- How to invest in what you know
- A rate of return formula for analyzing investments
- How to define a risk reward profile
- Dividend yields
- Resell value
- Cashflow vs. capital appreciation
- Tax benefits
Download the presentation slides here.
This 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 shared how they helped their kids graduate with zero debt and their own personal journey of what they did to pay for their own college education.
They also explained what NOT to do with a retirement account.
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 CONTRIBUTIONS
- HSA 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.
GROWTH
- Both the HSA and Roth IRA grows tax-free.
DISTRIBUTION
- Health Savings Account has no tax on distribution BUT ONLY FOR QUALIFYING MEDICAL.
- You can distribute contribution and growth at any age.
- Roth IRA has no tax on distribution BUT ONLY AT 59.5 OF AGE.
- Can distribute for anything.
- Contributions can be distributed at any age.
Which account is better?
It depends on the person, their goals, health and finances.
Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. https://directedira.com/appointment
This is Directed IRA Podcast: EP68.
Join Mat and Mark as they discuss how important due diligence is.
Listen as they discuss 10 important steps to help guide you through your successful journey as a business owner.
To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast
Join Mat & Mark 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
In this webinar Mat Sorensen and Aaron Halderman go over the 6 ways to protect your IRA or 401K in a recession.
Should you sell your account's assets
When to hold cash
Analyzing whether to sell stocks and mutual funds
Does a Roth Conversion make sense in 2022
Assets that perform well during a recession
How alternative investments can help with portfolio diversification
* What are your next steps
Submit your questions, listen, search for prior episodes, and sign up for the Directed IRA Weekly Free Newsletter, visit https://directedira.com/podcast
Whether 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:
Lender
Partner
Investor
Grab a pen and paper to take notes as Mat & Mark reveal many gems on how to successfully raise capital!
Join Mat & Mark 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
Mat and Mark outline common mistakes made in solo 401(k)s (aka, QRPs) when it comes to creation, documentation, contributions, handling of funds, and filings. They cover plan documents and update requirements (required every 6 years) as well as 5500-EZ solo 401(k) tax return filings.
In 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 your next steps.
Do you need a Real Estate IRA? Open a new account with us at www.directedira.com
In 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 your next steps.
Do you need a Real Estate IRA? Open a new account with us at www.directedira.com
In this podcast episode Mat and Mark discuss how to transfer or rollover your IRA, 401(K), Coverdell, and HSA. Learn how to unlock your retirement account and invest in what you know with a Self-Directed IRA or 401(k). Also, check out: Can I rollover or transfer my existing retirement account to a self-directed IRA? https://directedira.com/faq/#num2
And visit www.directedira.com/podcast for more episodes.
Join Mat & Mark 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
New to self-directing your retirement accounts? Here are 5 mistakes that most people make. For more info make sure to check out DirectedIRA.com
A MEGA backdoor Roth? YES! You heard that right. Investors can contribute more than $60,000 per year with this game-changing strategy. Super Charge your Roth accounts. For more info make sure to check out DirectedIRA.com
Mat and Mark talk about the ins and outs of getting the most out of your IRA. Being smart with your good debt is crucial in this financial landscape. Leveraging your IRA investments rather than using your own equity is possible and can be a huge asset. For more info make sure to check out DirectedIRA.com
Mat and Mark break down the new SECURE Act. New information on the SEP, Simple IRA, 401ks, and Roth accounts have finally been released and investors will want to ensure they know all of the latest information!
For more info make sure to check out DirectedIRA.com
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self 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
Mark and Mat discuss ways to purchase, develop, and sell real estate in your retirement account. Get tax savings and keep more of your profits. They'll also talk about if and when UBIT comes into play. Learn more at DirectedIRA.com
Check out this week's episode as Mat and Mark give you dates and strategies for making contributions to your retirement accounts. For more info get over to DirectedIRA.com
Mat and Mark talk about using IRAs and 401ks with LLCs to do the following crypto strategies: Defi, Altcoin, Staking, and how to use a hardware wallet off-exchange. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self 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
Investing your IRA into a Start-up is HUGE for getting great returns on your money. Diversify your investments and start looking into start-ups that could make you big money for your retirement. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast
Join 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/podcast
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self 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
Attorneys 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.
Join Mark and Mat as they discuss why and how to convert IRA money to Roth before year-end. What will President Biden's new law do to Roth Conversions in the future? Learn your options and how to build wealth tax-free.
Mat and Mark break down the procedures and rules for 'contributions' and 'distribution'.
Join Mark and Mat as they answer difficult tax, legal, and business questions from around the nation. To listen or search for prior episodes, or sign up for their free weekly newsletter, visit: www.DirectedIRA.com
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self 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
In this Podcast, we covered buying raw land in your IRA or Solo 401(k) for investment holding or to be improved and sold for profit. Mat and Mark explain the prohibited transaction issues, structuring problems, and when taxes may apply when doing certain development or improvement activities.
Mark and Mat explain when you need to fix an excess Roth contribution in the event your income exceeded Roth contribution requirements.
Mark and Mat outline the Backdoor Roth ira process and how you can contribute to a Roth IRA even if your income exceeds the income limits and even if you max out your 401k.
Mat and Mark discuss how to flip real estate in an IRA. They go over how thousands of their clients over the years have used their IRA to buy a piece of property, rehab it, and flip it for profit. That money then goes back into their retirement account, tax-free.
In this episode of the Directed IRA Podcast, Mat and Mark break down mining crypto in your IRA.
Visit directedira.com for more information.
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self 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
Mark 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.
Retirement 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.
In 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 using Directed’s online e-sign application. https://directedira.com/open-accounts/
The Self-Directed IRA Summit is an annual educational event (1 ½ days) providing live self-directed IRA education and networking and is hosted by Directed IRA. You can register for the upcoming Summit or can buy the recording of prior years at https://sdirasummit.com/
Mat Sorensen’s book, The Self-Directed IRA Handbook, is the number one book on self-directed IRAs and has sold over 30,000 copies. You can purchase the book and follow important updates at https://sdirahandbook.com/
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self 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
Mark 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.
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.
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!
Mark and Mat explain how you can open and fund a ROTH IRA for your children, grandchildren, or even your nieces and nephews. Pass on a legacy. Learn more by going to DirectedIRA.com for more info.
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self 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.
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 the way in, tax-free growth, and it comes out tax-free for health care expenses. This is an essential strategy that should be used by both low and high-income investors as there are no income phaseouts.
To learn more about HSAs visit https://directedira.com/hsa-accounts/
Extension dates in ANY year bring with them other important deadlines regarding IRA, Roth, HSA, and ESA contributions. Mat and Mark break down the #s 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 at www.directedIRA.com/podcast.
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self 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.
The Coverdell ESA - or Educational Savings Account - is one of the best options to save for college expenses tax-free. Like a Roth IRA or Health 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/
Yes, your IRA can own real estate. From the rental down the street, to a flip in another city, to a short-term vacation rental - these are all 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/
Mat 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/
Partnering 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/
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self 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.
Roth 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/
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/
Mat 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. Learn more at https://directedira.com/cryptocurrency/
Special 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 involved
• What are the merits of matching SD IRA funds with these private, illiquid investments?
Chris Loeffler is the CEO and Co-Founder of Caliber (https://www.caliberco.com/) and serves as Chairman of the Company’s Board of Directors. As CEO, Chris directs and executes the global strategy, oversees investments and fund management, and contributes to private and public capital formation.
Prior to forming Caliber, Chris served as a Senior Associate in the audit and assurance practice for PwC in Phoenix, Arizona, Some of Chris' clients included Honeywell International, Inc., CSK Auto Inc., Verizon Communications, Inc., Republic Services, Inc., Car Wash Partners, Inc., and the Arizona Diamondbacks
Chris earned a Bachelor of Science degree in Business Administration with a concentration in Accounting from California Polytechnic State University, San Luis Obispo.
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self 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.
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/
Mark and Mat go over the top ten items you should consider when making an investment. Whether using a self-directed IRA or other funds, these ten items or more (we may go over ten) are critical to consider when investing in real estate, a private company, a private fund, or when loaning money to someone else. Learn more at MainStreetbusiness.com or https://directedira.com/podcast/
This was a co-production between https://directedira.com/podcast/ and MainStreetBusiness.com
Mark and Mat talk about where a Roth could be a player in the GameStop mix and why and how you could use your Roth. They also break down the transactions that are fueling this investment frenzy and give important tax savings advice for the next time this happens.
Learn more about Self-Directing your retirement at https://directedira.com/
Mat, Mark, and special guest Aaron Halderman, SVP Directed IRA and publisher of the Noteworthy Newsletter discuss private lending basics with an IRA or solo(k). They go over secured versus unsecured, documents involved (note, deed of trust or mortgage), common terms/rates, legal considerations, how Dodd-Frank applies, and the basic self-directed rules and process when making lending investments from a self-directed IRA or solo 401(k).
The Directed IRA podcast is an educational resource provided by Directed IRA & Directed Trust Company https://directedira.com/.
Tax lawyers Mat Sorensen and Mark Kohler explain how you can own Bitcoin and other cryptocurrencies with a self-directed IRA. They outline the legal and tax issues when buying outside an IRA and how a retirement account such as a self-directed Roth IRA can be tax efficient. They outline the process of rolling over funds to a self-directed IRA, investing them into an LLC (IRA/LLC) and linking the LLC bank account to a wallet/exchange, and then using those dollars (fiat currency) for cryptocurrency on an exchange. They also cover the commonly asked storage questions and tax reporting items that commonly are asked.
Visit https://directedira.com/ to learn more about setting up a Self-Directed retirement account.
Your IRA or solo(k) can start and fund a small business. Tax lawyers and co-founders of Directed IRA, Mat Sorensen and Mark Kohler cover the three common strategies small business owners should know when looking to start a small business with their retirement account funds. They cover using an IRA/LLC, utilizing a solo(k) or other 401(k) with a participant loan, and the Rollover on Business Start-Ups (ROBS) structure which includes a c-corp and a specialty 401(k). The right structure to use depends on the small business owner’s situation and there isn’t a one-size-fits all strategy.
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self 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.
Tax attorneys Mat Sorensen and Mark Kohler outline how self-directed IRAs and solo 401(k)s can invest into private funds and small businesses. Private funds include private equity funds, venture capital funds, real estate funds, crowd funding offerings, and all sorts of PPMs (private placement memorandums). Mat and Mark give examples of recent Directed IRA customers investments into private funds. These investment assets have become popular for self-directed investors but investors need to make sure they understand the investment docs and the IRA rules. This podcast covers IRA rules, process, and tax and legal issues to consider when investing your retirement into a private fund or small business.
Tax attorneys and hosts Mat Sorensen and Mark Kohler explain how your self-directed IRA or solo 401(k) can invest in real estate. Mat and Mark explain the process, rules, steps, and common real estate deals and investments made by self-directed investors (rentals, fix and flip, partnerships, wholesale/options).
Join mat and mark as they break down how to set up the perfect structure to partner you IRA with other accounts or other individuals and build a mega IRA account the checkbook LLC is a unique structure that many don't understand.
Tax attorneys Mat Sorensen and Mark Kohler break down the top 10 rules you should know when you self-direct your IRA and explain common structures, strategies, and IRS/legal issues self-directed IRA and solo(k) investors should know. These rules include the prohibited transaction rules, unrelated business income tax (UBIT), documentation requirements, and the investment process.
Hosts and Tax Lawyers Mat Sorensen and Mark Kohler go into detail about all the investment options available when Self Directing a Retirement account. These include real estate (rental and flip), IRA/LLCs (aka checkbook control IRAs), LP and LLCs, private small business, loans and notes, cryptocurrency, and precious metals. Mat and Mark both self-direct their own retirement accounts and co-founded Directed IRA, where they have assisted thousands of clients with their self-directed accounts. Their law firm KKOS Lawyers, has worked with over 10,000 self-directed IRA clients and has two decades of experience.
Hosts and Tax Lawyers Mat Sorensen and Mark Kohler answer the most common questions about self-directed IRAs (SDIRA) and explain the account set-up and transfer process. They also explain common permissible assets for SDIRAs such as real estate, LLCs, notes, private funds, IRA/LLCs (aka, checkbook IRAs), start-ups, pre-IPO stock. They introduce the rules every investor should know before they self-direct an IRA. Mat and Mark both self-direct their own retirement accounts and co-founded Directed IRA, where they have assisted thousands of clients with their self-directed accounts. Their law firm KKOS Lawyers, has worked with over 10,000 self-directed IRA clients and has two decades of experience.