Directed IRA Podcast

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...

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!  🔊 Found this video helpful? Click...

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.   Learn how to take control of your retirement - https://directedira.com/ Self-directed IRA Podcast - https://mat...

Mat and Aaron will be joined by Gary Chung for this Webinar recording. Gary 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.  For questions or to learn more about this episode's topic, book a call with an IRA...

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...

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...

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://d...

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 -Wh...

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  ---- Connect with me o...

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! For questions or to learn more about this episode's topic,...

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 perso...

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...

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 con...

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/...

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 For questions or to learn more about this episode's topic, book a call with an IRA specia...

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 counterpartie...

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!  🔊 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://dire...

Mat and Mark discuss savings habits, matching, and how to maximize retirement account contributions.  ---- 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/...

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... Connect with me online: - Instagram: https://www.instagram.com/matsorensen/ - Facebo...

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...

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...

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 ob...

This podcast 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 inv...

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 Requi...

Mat Sorensen and Mark J. Kohler explain everything you need to know about the increased contribution limits for 2023. They walk through the rules and common strategies people use to get more money into their retirement accounts. They show how to avoid jacking up your account. This episode will have you perfectly prepared to max out your retirement account!  Solo 401k Special 2023 - Learn more For...