Directed IRA Podcast

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) Expl...

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...

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...

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 taxpayer...

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...

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...

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...

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...

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 For questions or to lea...

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 incre...

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 IR...

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...

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-di...

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 For questions or to learn more...

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...

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 pu...

 In this episode, we're diving into an intriguing topic - the unspoken advice from Michael Burry, the mastermind behind "The Big Short," who famously shorted the housing market. Our message is clear - self-direction is the antidote to the stock market's wild swings. He's shorting the S&P 500 and NASDAQ with $1.5 billion, betting that the market will go down, not up. Be...

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 exper...

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), that money...

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...

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 vide...

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...

Join Mat and Mark as they break down how to set up the perfect structure to partner your IRA with other accounts or individuals and build a mega IRA account; the checkbook LLC is a unique structure many don’t understand. About Mat Sorensen: Mat is the leading national authority of The Self-Directed IRA industry, CEO of Directed IRA, partner at KKOS Lawyers, and best-selling author of “The Self Dir...

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:...

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 que...