Mat Sorensen and Mark Kohler

Directed IRA Podcast

Business EN ↓ 224 episodes

The Directed IRA Podcast , hosted by attorneys Mat Sorensen and Mark J. Kohler, is the leading source for investors navigating the world of self-directed IRAs and 401(k)s. As co-founders of Directed IRA & Directed Trust Company ( directedira.com ), Mat and Mark have helped thousands of clients invest in alternative assets using tax-advantaged retirement accounts. Episodes cover topics related to self-directing retirement accounts, such as Roth IRAs, Solo 401(k)s, real estate, private equity and venture funds, promissory notes, private placements (PPMs), start-ups, IRA/LLCs (Checkbook IRAs), an...

Author

Mat Sorensen and Mark Kohler

Category

Business

Podcast website

www.buzzsprout.com

Latest episode

Jul 8, 2026

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Episodes

Invest Your IRA in a Start-up or Small Business 10.02.2022

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 For questions or to learn more about this episode's topi...

Saving for College: 529 v Coverdell v ROTH IRA 24.01.2022

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

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions 14.01.2022

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...

The Truth about IRA/LLCs: Alive and Well 01.01.2022

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 pleas...

Roth Conversions before Year-End: Live Free or Die Hard 20.12.2021

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. 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://mats...

Getting money in and out of your IRA without screwing it up 10.12.2021

Mat and Mark break down the procedures and rules for 'contributions' and 'distribution'. 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://m...

Legislation Update and Open Forum 25.11.2021

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 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.c...

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions 01.11.2021

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...

Buying and Selling Land in Your IRA 04.10.2021

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

Fixing an Excess Roth Contribution 30.09.2021

Mark and Mat explain when you need to fix an excess Roth contribution in the event your income exceeded Roth contribution requirements. 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 Mai...

Backdoor Roth IRA - Roth IRAs For Everyone 17.09.2021

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. 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...

How to Flip Real Estate in an IRA 08.09.2021

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

How To Mine Crypto In Your IRA 26.08.2021

In this episode of the Directed IRA Podcast, Mat and Mark break down mining crypto in your IRA.  Visit directedira.com for more information.  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.c...

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions 11.08.2021

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...

Getting Unstuck With Self-Directing 30.07.2021

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.  For questions or to lea...

Should Insurance Be Used for Retirement 21.07.2021

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.  For questions or to learn more about this episo...

Roth IRA vs. Trad. IRA - The Great Debate 14.07.2021

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 hig...

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions 06.07.2021

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...

401(k) and ROTH Strategies 25.06.2021

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.  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...

Who Should I List As The Beneficiary Of My Self-Directed IRA or 401(k)? 16.06.2021

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

Can You Move Crypto Into Your Roth IRA? 09.06.2021

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

Roth IRAs for Kids: Rules and Steps to Establish 07.06.2021

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. 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:...

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions 01.06.2021

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...

What is a Health Savings Account (HSA) and How Can You Self-Direct It? 21.05.2021

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 w...

Extension Deadlines: IRA & 401k Strategies 13.05.2021

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/ "L...

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