Podcasts by Directed IRA Podcast
A show dedicated to educating and informing self-directed IRA and 401(k) investors on strategies, investments, legal structures, tax rules, and pitfalls. Hosted by tax lawyers Mat Sorensen and Mark Kohler who are also co-founders of Directed IRA & Directed Trust Company (https://directedira.com) where they have provided self-directed accounts for thousands of customers. They cover and discuss Roth IRAs, solo(k)s, prohibited transactions, real estate, start-ups, notes, PPMs, PE/VC Funds, UBIT/UDFI, IRA/LLCs (aka, checkbook IRAs), and share examples and stories from their thousands of clients who have self-directed their retirement for decades.
Further podcasts by Mark Kohler and Mat Sorensen
Podcast on the topic Geldanlage
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Ep. 90 Lending and Notes with your Self-Directed IRA&401K from 2023-02-28T18:00
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...
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Ep 50- OPEN FORUM SHOW - Self-Directed Retirement Plan Questions from 2022-02-22T20:00
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 IR...
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Ep 49- Invest Your IRA in a Start-up or Small Business from 2022-02-10T11:00
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....
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Ep 48- Saving for College: 529 v Coverdell v ROTH IRA from 2022-01-24T11:00
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 subm...
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Ep 47- OPEN FORUM SHOW - Self-Directed Retirement Plan Questions from 2022-01-14T12:00
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 IR...
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Ep 46- The Truth about IRA/LLCs: Alive and Well from 2022-01-01T15:00
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. Commi...
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Ep 45- Roth Conversions before Year-End: Live Free or Die Hard from 2021-12-20T15:00
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 ...
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Ep 44- Getting money in and out of your IRA without screwing it up from 2021-12-10T12:00
Mat and Mark break down the procedures and rules for 'contributions' and 'distribution'.
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Ep 43 Legislation Update and Open Forum from 2021-11-25T16:00
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: ...
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EP 42 - OPEN FORUM SHOW - Self-Directed Retirement Plan Questions from 2021-11-01T13:00
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 IR...
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EP 41 - Buying and Selling Land in Your IRA from 2021-10-04T12:00
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, struc...
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EP 40 - Fixing an Excess Roth Contribution from 2021-09-30T18:00
Mark and Mat explain when you need to fix an excess Roth contribution in the event your income exceeded Roth contribution requirements.
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EP 39 - Backdoor Roth IRA - Roth IRAs For Everyone from 2021-09-16T20:00
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.
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EP 38 - How to Flip Real Estate in an IRA from 2021-09-08T17:00
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 profi...
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EP 37 - How To Mine Crypto In Your IRA from 2021-08-26T18:00
In this episode of the Directed IRA Podcast, Mat and Mark break down mining crypto in your IRA.
Visit directedira.com for more information.
EP 36 - OPEN FORUM SHOW - Self-Directed Retirement Plan Questions from 2021-08-11T16:00
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 IR...
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EP 35 - Getting Unstuck With Self-Directing from 2021-07-30T16:00
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...
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Ep 34 - Should Insurance Be Used for Retirement from 2021-07-21T18:00
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 r...
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Roth IRA vs. Trad. IRA - The Great Debate from 2021-07-14T14:00
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...
EP 32 - OPEN FORUM SHOW - Self-Directed Retirement Plan Questions from 2021-07-06T12:00
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 IR...
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EP 31 - 401(k) and ROTH Strategies from 2021-06-25T17:00
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.
EP 30 - Who Should I List As The Beneficiary Of My Self-Directed IRA or 401(k)? from 2021-06-16T17:00
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 de...
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EP 29 Can You Move Crypto Into Your Roth IRA? from 2021-06-09T17:00
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?"...
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EP 28 - Roth IRAs for Kids: Rules and Steps to Establish from 2021-06-07T14:00
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 inf...
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EP 27 - OPEN FORUM SHOW - Self-Directed Retirement Plan Questions from 2021-06-01T11:00
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 IR...
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EP 26 - What is a Health Savings Account (HSA) and How Can You Self-Direct It? from 2021-05-21T14:00
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. Mar...
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EP 25 - Extension Deadlines: IRA&401k Strategies from 2021-05-13T17:00
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 facin...
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EP 24 - OPEN FORUM SHOW - Self-Directed Retirement Plan Questions from 2021-05-10T14:00
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 IR...
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EP 23 - The Coverdell ESA and How To Maximize It from 2021-05-03T14:00
The Coverdell ESA - or Educational Savings Account - is one of the best options to save for college expenses tax-free. Like a Roth IRA or Health Savings Account any investments inside the ESA wi...
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EP 22 - Rentals, Flips, and Vacation Homes in an IRA from 2021-04-26T17:00
Yes, your IRA can own real estate. From the rental down the street, to a flip in another city, to a short-term vacation rental - these are all investments you can own with a Self-Directed IRA at...
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EP 21 - Strategies For Moving an Old IRA to a Self-Directed IRA from 2021-04-19T10:00
Mat and Mark cover how to move your money from an old IRA and 401(k) to a Self-Directed Account. They cover some game-changing strategies including the In-Kind Rollover strategy, which will help...
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EP 20 - IRA Partnering with Individuals or Other Accounts from 2021-04-09T13:00
Partnering in your IRA and other retirement accounts can be a powerful strategy that can open the doors to high-yielding investments. But, buyer beware, there are some unique rules that come wit...
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EP 19 - OPEN FORUM SHOW - Self-Directed Retirement Plan Questions from 2021-04-02T14:00
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 IR...
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EP 18 - Roth IRA Conversions and Chunking Strategies from 2021-03-26T15:00
Roth IRAs and Roth 401(k)s grow and come out tax-free at retirement. Mark and Mat outline the steps to get to Roth (it's for high-income earners too) from traditional IRA or 401(ks) and cov...
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EP 17 - When Does Your IRA Have to Pay Taxes? from 2021-03-19T16:00
Mark and mat explain the two taxes That can apply to your IRA or other retirement accounts. These taxes, unrelated business income tax "UBIT" and Unrelated Debt-Financed Income Tax &qu...
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EP 16 - How to Invest in Bitcoin and Other Cryptocurrency with a Self-Directed IRA or 401k from 2021-03-10T11:00
Mat and Mark outline how you can invest in Bitcoin and other Cryptocurrency with an IRA or 401k. They go over the three strategies available which can all be accomplished at Directed IRA. 1. Hav...
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EP 15 - How to Invest in a Private Company before they list on the Public Exchanges from 2021-02-22T15:00
Special webinar episode hosted by Mat Sorensen & Aaron Halderman with Special Guest Chris Loeffler. Learn more at https://directedira.com/podcast/
Self-Directed Investing in Private...
EP 14 - OPEN FORUM SHOW - Self-Directed Retirement Plan Questions from 2021-02-19T13:00
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 IR...
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EP 13 - What Happens to an IRA or 401k When the Owner Dies? from 2021-02-12T15:00
Join Mark and Mat as they discuss all the variables for the best tax, legal, and family planning situation when it comes to inheriting an IRA or 401k. New rules went into effect recently on your...
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EP 12 - Due Diligence Top Ten List When Investing from 2021-02-04T10:00
Mark and Mat go over the top ten items you should consider when making an investment. Whether using a self-directed IRA or other funds, these ten items or more (we may go over ten) are critical ...
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EP 11 - Can I Own GameStop Stock with my Roth? from 2021-01-29T10:00
Mark and Mat talk about where a Roth could be a player in the GameStop mix and why and how you could use your Roth. They also break down the transactions that are fueling this investment frenzy ...
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EP 10 - Private Lending and Hard Money Loans with a Self-Directed IRA or Solo 401(k) from 2021-01-22T10:00
Mat, Mark, and special guest Aaron Halderman, SVP Directed IRA and publisher of the Noteworthy Newsletter discuss private lending basics with an IRA or solo(k). They go over secured versus unsec...
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EP 9 - Investing in Bitcoin and other Cryptocurrency with a Self-Directed IRA or Solo(k) from 2021-01-15T13:00
Tax lawyers Mat Sorensen and Mark Kohler explain how you can own Bitcoin and other cryptocurrencies with a self-directed IRA. They outline the legal and tax issues when buying outside an IRA and...
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EP 8 - Starting a Business with Your Self-Directed IRA or 401(k) from 2020-12-21T10:00
Your IRA or solo(k) can start and fund a small business. Tax lawyers and co-founders of Directed IRA, Mat Sorensen and Mark Kohler cover the three common strategies small business owners should ...
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EP 7 - OPEN FORUM SHOW - Self-Directed Retirement Plan Questions from 2020-12-14T12:00
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 IR...
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EP 6 - Investing in a Private Company, Private Fund, or Small Business with your Self Directed IRA or Solo 401k from 2020-12-04T13:00
Tax attorneys Mat Sorensen and Mark Kohler outline how self-directed IRAs and solo 401(k)s can invest into private funds and small businesses. Private funds include private equity funds, venture...
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EP 5 - How to Invest in Real Estate with a Self-Directed IRA or Solo 401(k) from 2020-11-11T17:00
Tax attorneys and hosts Mat Sorensen and Mark Kohler explain how your self-directed IRA or solo 401(k) can invest in real estate. Mat and Mark explain the process, rules, steps, and common real ...
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EP 4 - How to use an IRA/LLC or Checkbook IRA from 2020-10-27T12:00
Join mat and mark as they break down how to set up the perfect structure to partner you IRA with other accounts or other individuals and build a mega IRA account the checkbook LLC is a unique st...
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EP 3 - Self-Directed IRA Rules from 2020-10-12T10:00
Tax attorneys Mat Sorensen and Mark Kohler break down the top 10 rules you should know when you self-direct your IRA and explain common structures, strategies, and IRS/legal issues self-directed...
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EP 2 - Investment Options with a Self-Directed IRA and 401(k) from 2020-09-21T16:00
Hosts and Tax Lawyers Mat Sorensen and Mark Kohler go into detail about all the investment options available when Self Directing a Retirement account. These include real estate (rental and flip)...
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EP 1 - What is a Self-Directed IRA? Getting Started from 2020-09-02T15:00
Hosts and Tax Lawyers Mat Sorensen and Mark Kohler answer the most common questions about self-directed IRAs (SDIRA) and explain the account set-up and transfer process. They also explain common...
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EP 1 - What is a Self-Directed IRA? Getting Started from 2020-09-02T15:00
Hosts and Tax Lawyers Mat Sorensen and Mark Kohler answer the most common questions about self-directed IRAs (SDIRA) and explain the account set-up and transfer process. They also explain common...
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