
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.
Latest episodes

Nov 11, 2020 • 1h 2min
EP 5 - How to Invest in Real Estate with a Self-Directed IRA or Solo 401(k)
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 estate deals and investments made by self-directed investors (rentals, fix and flip, partnerships, wholesale/options).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

Oct 27, 2020 • 1h 21min
EP 4 - How to use an IRA/LLC or Checkbook IRA
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 structure that many don't understand.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

Oct 12, 2020 • 53min
EP 3 - Self-Directed IRA Rules
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 IRA and solo(k) investors should know. These rules include the prohibited transaction rules, unrelated business income tax (UBIT), documentation requirements, and the investment process.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

Sep 21, 2020 • 47min
EP 2 - Investment Options with a Self-Directed IRA and 401(k)
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), IRA/LLCs (aka checkbook control IRAs), LP and LLCs, private small business, loans and notes, cryptocurrency, and precious metals. Mat and Mark both self-direct their own retirement accounts and co-founded Directed IRA, where they have assisted thousands of clients with their self-directed accounts. Their law firm KKOS Lawyers, has worked with over 10,000 self-directed IRA clients and has two decades of experience.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

Sep 2, 2020 • 49min
EP 1 - What is a Self-Directed IRA? Getting Started
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 permissible assets for SDIRAs such as real estate, LLCs, notes, private funds, IRA/LLCs (aka, checkbook IRAs), start-ups, pre-IPO stock. They introduce the rules every investor should know before they self-direct an IRA. Mat and Mark both self-direct their own retirement accounts and co-founded Directed IRA, where they have assisted thousands of clients with their self-directed accounts. Their law firm KKOS Lawyers, has worked with over 10,000 self-directed IRA clients and has two decades of experience.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