Directed IRA Podcast
Mat Sorensen and Mark Kohler
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), and the UBIT/UDFI tax rules. The podcast also addresses prohibited transactions and shares real-world examples from investors who have successfully self-directed their retirement for decades.Whether you're a seasoned investor or just getting started, this podcast offers practical, expert-level insights into building wealth through self-directed strategies.Mat Sorensen is an attorney, best-selling author of The Self-Directed IRA Handbook, and CEO of Directed IRA & Directed Trust Company, a leading self-directed IRA custodian with nearly $3 billion under administration. He is a national expert on self-directed retirement strategies and a Senior Partner at KKOS Lawyers. Mat also co-hosts The Main Street Business Podcast along with Mark J. Kohler. Mark J. Kohler is a CPA, attorney, best-selling author of six books, and a nationally recognized authority on small business tax and legal strategies. Mark serves as a Senior Partner at KKOS Lawyers and Board Member at Directed IRA Trust Company, which manages over $3 billion in assets. As the founder of the Main Street Certified Tax Advisor Program, Mark has trained thousands of CPAs and Enrolled Agents nationwide, helping millions of small business owners better navigate tax and legal strategies. Mark also co-hosts The Main Street Business Podcast along with Mat Sorensen.
Episodes
Mentioned books
12 snips
Mar 10, 2025 • 33min
Banks Are Pushing Distressed Assets—Here’s What It Means for You! with Jamison Manwaring.
Jamison Manwaring, co-founder of Neighborhood Ventures, shares insights on a unique foreclosure deal his company secured at a significant discount. With the multifamily sector experiencing rising interest rates, he discusses how they plan to optimize the property’s value by increasing rents and improving management. Jamison also highlights the trend of banks pushing distressed assets and the impact of expiring rate caps. This conversation reveals the opportunities for savvy investors looking to navigate the current real estate landscape.
Mar 5, 2025 • 22min
Self Directed Mechanics - Transfers & Rollovers
In this episode of the Directed IRA Podcast, Mark Kohler and Mat Sorensen break down the key steps to setting up and funding a self-directed retirement account. If you have an existing IRA, 401(k), or another retirement account and you're wondering how to transition into self-directing, this episode is for you.Mark and Mat discuss the importance of understanding what type of retirement account you already have, how to take inventory of your funds, and what options are available for rolling over or transferring assets. They also highlight common mistakes people make when assuming what kind of account they hold—and how to avoid them.Whether you're an investor looking to move into alternative assets like real estate, crypto, or private deals, or just want more control over your retirement funds, this episode lays out the mechanics you need to know.Tune in to get expert insights and actionable steps for taking charge of your financial future with a self-directed IRA.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
Feb 18, 2025 • 11min
How To Buy XRP Tax-Free With A Roth IRA!
Is it possible to invest in crypto completely tax-free? Yes—if you use a Roth IRA! In this episode of the Directed IRA Podcast, Mat Sorensen breaks down how you can use a self-directed Roth IRA to invest in cryptocurrencies like XRP while avoiding capital gains taxes.Most people assume Roth IRAs are limited to stocks, bonds, and mutual funds through major brokers like Fidelity or Schwab. But with a self-directed Roth IRA, you can invest in alternative assets—including crypto. Mat walks you through how to open a crypto Roth IRA, transfer funds tax-free, and use a Gemini trading account to start buying digital assets inside your IRA.If you’re serious about growing your wealth with crypto while keeping your profits tax-free, this episode is a must-listen!Learn More about A Crypto IRA here: https://directedira.com/cryptocurrency/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
Feb 10, 2025 • 32min
How To Use An IRA LLC/ Checkbook IRA!
Mat Sorensen and Mark J. Kohler break down the IRA LLC, also known as the Checkbook IRA, explaining how it works, when it makes sense, and how to avoid common pitfalls. As experienced tax attorneys, they clarify the rules, discuss asset protection benefits, and share real-world use cases. Whether you're investing in real estate, private loans, or other alternative assets, this episode gives you the key information to keep your self-directed IRA compliant while maximizing flexibility.Learn More at: https://directedira.com/ira-llc/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
Feb 3, 2025 • 44min
How To Find Real Estate Deals For Your Self Directed IRA With Shenoah Grove!
Shenoah Grove, a seasoned real estate investor and speaker at the Alternative Asset Summit, shares her expertise in uncovering off-market real estate opportunities. She discusses why traditional MLS listings often fall short for serious investors and reveals how to leverage the Notice of Substitute Trustee to identify potential foreclosures. Shenoah emphasizes the importance of proactive marketing and a confident mindset for connecting with motivated sellers, making this a must-listen for anyone looking to enhance their real estate investment skills.
Jan 21, 2025 • 30min
Self-Directed IRA Rules - Buying Real Estate and Alternative Assets.
In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler continue their deep dive into self-directed IRAs, focusing on the rules you need to follow. This is part two of their ten-part series, where they discuss what you can and cannot invest in using your IRA.They explain prohibited transactions, disqualified persons, and how the tax code impacts your investment decisions. The episode also clarifies common myths, such as the idea that self-directed IRAs are overly complex or risky.Whether you're a seasoned investor or just getting started, this episode will help you navigate the boundaries of self-directed IRA investing confidently.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
Jan 13, 2025 • 41min
What Is A Self Directed IRA? Pt.1
Wall Street isn’t telling you the whole story about your retirement accounts—they tell you what works for them. In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler kick off a 10-part series covering everything you need to know about self-directed IRAs.What is a self-directed IRA? How does it work? And why is Wall Street reluctant to share these options with you? Mat and Mark dive into the power of self-directing, explaining how you can invest in assets beyond the stock market, including real estate, private businesses, crypto, and more.With over 25 years of experience as tax lawyers and financial experts, Mat and Mark break down the rules, benefits, and opportunities of self-directed accounts in simple, practical terms. Whether you’re a first-time investor or an experienced advisor, this series is designed to help you take control of your retirement.Don’t miss this foundational episode—your first step toward financial freedom starts here.For a complete guide to self-directed IRAs, get your copy of The Self-Directed IRA Handbook, written by Mat Sorensen. It’s the #1 book in this space and will walk you through everything you need to know. https://a.co/d/dbFUbWRDirected 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
Dec 30, 2024 • 39min
Where is Real Estate headed in 2025? w/ Jamison Manwaring
Are you wondering how to spot a great investment opportunity in today’s real estate market? In this video, we dive into the current state of the real estate industry, focusing on multifamily properties, interest rate impacts, and strategies to navigate a challenging market.Join us as we discuss: ✔️ Why Arizona’s multifamily market is facing unique challenges and opportunities. ✔️ The effects of rising interest rates on property values. ✔️ How distressed opportunities are creating value for savvy investors. ✔️ What you need to know before investing in a multifamily deal.Discover insights from experts actively working in the space, including the steps we take to evaluate deals, lessons learned from recent market shifts, and why now could be the perfect time to consider investing.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
Dec 26, 2024 • 1h 4min
Webinar: Buying Crypto in Your IRA - BTC, SOL, XRP, & More
Did you know you can use your IRA to invest in cryptocurrency? In this video, I’ll walk you through how to buy crypto like Bitcoin, Solana, and XRP using your IRA and explain the incredible tax benefits that come with it. Whether you're looking to diversify your portfolio, capitalize on crypto's growth potential, or take advantage of the tax-free or tax-deferred benefits of an IRA, this strategy can be a game-changer. Ready to get started? Open a crypto IRA account today: https://directedira.com/cryptocurrency/💡 What you'll learn: How to set up a Crypto IRA The tax benefits of investing in crypto through an IRA Why more people are turning to crypto for their retirement 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
Dec 16, 2024 • 17min
Buying Crypto with your IRA - Step by Step
In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down everything you need to know about using a crypto IRA or crypto 401(k) to invest in top tokens like Bitcoin, Solana, and XRP. Learn the step-by-step process to open an account, fund it, and start trading—all within tax-advantaged vehicles like a Roth IRA. Discover why thousands of investors trust Directed IRA to streamline this process and how you can achieve tax-free gains on your crypto investments. Don’t miss this expert guide to securing your financial future with alternative assets!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
