Directed IRA Podcast

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...

Welcome to the Directed IRA Podcast! This is Mat Sorensen, joined by the insatiable Mark J. Kohler. In this episode, we dive into a hot topic: Solo 401(k) vs. SEP IRA. Are you self-employed and wondering which retirement plan suits you best? We break down the differences, benefits, and unique scenarios for both options. Join us as we explore: - The origins and benefits of the SEP IRA. - Why the So...

This webinar explores real estate opportunities in today’s market with insights from Capital Fund. Learn about current market trends, lucrative investment strategies, and how to navigate the complexities of real estate investing. Discover tips on identifying promising properties, financing options, and maximizing returns in a dynamic market. To Learn More About Capital Fund:  https://capitalfund1....

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 e...

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. For ques...

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 Neighborhood Ventures' unique opportunities. Jamison shares insights on Neighborhood Ventures' investment strategy, including its REIT, crowdfunding approach, and current market trends. Topics Covere...

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 empl...

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! For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.co...

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 foundatio...

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 podc...

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...

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! ---- Interest...

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...

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 fo...

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 h...

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 con...

For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/ 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 learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/ Other : Mat Sorensen: https://matsorensen.com Mark J. Kohler: https://markjkohler.com/   KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

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, an...

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...

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 Cover...

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 fin...

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, di...

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 as...

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 i...