Directed IRA Podcast

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 t...

How can you be the best parents? Get your kids saving!  Bestselling authors, Mat Sorensen and Mark J. Kohler share their real-life experiences of how they got their kids set up with Roth IRAs. In this podcast episode, they walk you through the exact steps to create a legacy for your children. They also provide a very useful tax tool to be able to turbo-charge saving with small steps. When you help...

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 &am...

The IRA LLC and Checkbook IRA is one of the best tax savings tools. It provides many opportunities but you’ve got to know the rules to avoid making mistakes. Think of this podcast episode as your “IRA LLC Safety Class,” led by Mat Sorensen and Mark J. Kohler as they guide you past possible pitfalls including: Wrong Set up for Your IRA LLC or Checkbook IRA. Why You Must Respect The Prohibited Trans...

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 &...

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...

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 t...

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....

Is there a deal you're considering? Are you aware of the investment risks?  You need to ask yourself some hard questions to protect yourself. Here are the top 10 tips on how to minimize your risk with a simple, yet powerful list of questions that will show you how to negotiate like a serious investor and to protect you from bad deals. In this episode, Mat Sorensen and Mark J. Kohler not only...

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 For questions or to learn more about this...

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...

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 expla...

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 For questions or to learn more about this...

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

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...

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 For questions or to learn more about this...

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 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...

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 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://matsore...

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

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

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 For questions or to learn more ab...

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 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:...

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 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...

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

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 For questions or to learn more ab...