Directed IRA Podcast

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. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

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 highest-rated self-directed IRA custodian based on verified google reviews and takes pride in providing knowledgeable and helpful service to its customers.Self-directed accounts can be fully opened within 5 minutes using Directed’s online e-sign application. https://directedira.com/open-accounts/The Self-Directed IRA Summit is an annual educational event (1 ½ days) providing live self-directed IRA education and networking and is hosted by Directed IRA. You can register for the upcoming Summit or can buy the recording of prior years at https://sdirasummit.com/Mat Sorensen’s book, The Self-Directed IRA Handbook, is the number one book on self-directed IRAs and has sold over 30,000 copies. You can purchase the book and follow important updates at https://sdirahandbook.com/Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

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/podcastDirected IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

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. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

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. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

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! Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

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.Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

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.Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

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 when you have medical tax-free at any age. This is the only deal out there where you get a tax deduction on the way in, tax-free growth, and it comes out tax-free for health care expenses. This is an essential strategy that should be used by both low and high-income investors as there are no income phaseouts. To learn more about HSAs visit https://directedira.com/hsa-accounts/Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

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/"Last Chance to Write-off an HSA for 2020" https://markjkohler.com/an-hsa-may-be-your-best-tax-and-healthcare-strategy/"Back Door Roth IRA Rules and Steps" https://sdirahandbook.com/self-directed-ira-investing/roth-iras-are-for-high-income-earners-too/Learn more and sign up for the E-Newsletter at www.directedIRA.com/podcast.Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com