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
Aug 16, 2024 • 45min
How to Invest in Venture Capital & Startups (ft. Mat Sorensen & Chris Lustrino)
Welcome to a special Directed IRA webinar episode! I'm Mat Sorensen, and today we're diving into the critical world of venture capital investing. While many are familiar with real estate and private equity, venture capital is a powerful asset class with its own unique risks and rewards. To guide us through this, I'm joined by Chris Lustrino, CEO and Founder of Kingscrowd. Chris is an expert in venture analytics and fund performance, and together, we'll explore how you can navigate and succeed in this exciting investment space.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
Aug 1, 2024 • 31min
The Best College Saving Strategies!
Welcome to another episode of the Directed IRA Podcast! In this episode, Mat Sorensen and Mark J. Kohler dive into funding college education without relying on student loans. Whether you're a parent of young children or teens, understanding how to use Coverdell Education Savings Accounts, Roth IRAs, and 529 Plans can save your family from the burden of student loan debt.Key Discussion Points:- The pros and cons of using 529 Plans for college savings.- How Coverdell ESA's can offer flexibility for educational expenses.- The surprising benefits of a Roth IRA for your child's education.- Our favorite strategy for maximizing your savings and avoiding debt.We also touch on the broader impact of student debt on young adults today, including challenges in buying homes and achieving financial independence. With the right strategies, you can set your kids up for success without the financial strain.Tune in to learn how to optimize these savings tools and give your kids a head start in life! Don’t forget to like, subscribe, and hit the notification bell for more insights on investing and financial planning.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
Jul 25, 2024 • 24min
Solo 401(k) or SEP IRA: Determining the Best Retirement Strategy for the Self-Employed
Discover the differences between Solo 401(k) and SEP IRA for self-employed individuals. Learn how to maximize contributions and navigate nuances in retirement planning. Gain valuable insights on choosing the best retirement strategy for your financial future.
Jul 18, 2024 • 46min
Real Estate Opportunities in Today’s Market with Noah Brocious
This webinar explores real estate opportunities in today’s market with insights from Capital Fund.Learn about current market trends, lucrative investment strategies, and how to navigate the complexities of real estate investing. Discover tips on identifying promising properties, financing options, and maximizing returns in a dynamic market.To Learn More About Capital Fund: https://capitalfund1.comDirected 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
Jul 11, 2024 • 43min
The Complete Guide to Self-Directed IRAs: Top 10 FAQs Answered
Discover the ins and outs of self-directed IRAs - from investing in real estate, private companies, and crypto startups to transferring funds and avoiding common pitfalls. Explore the benefits of using an IRA LLC for real estate, utilizing debt for investments, and converting traditional funds to a Roth IRA for growth. Learn how to maximize wealth with alternative assets and strategic investment choices for long-term retirement planning.
Jul 4, 2024 • 26min
How to Invest in Real Estate Using a Self-Directed 401(k) or IRA
Mat and Mark explain how you can leverage your IRA or 401K to invest in real estate, from rental properties to private lending and syndications. Learn the ins and outs of setting up a self-directed IRA, funding it, and managing real estate investments for maximum returns. This episode is packed with valuable insights and practical steps to help you take control of your retirement savings.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
Jun 27, 2024 • 26min
Crowdfunding Real Estate: Inside a Self-Directed IRA or 401K
Today, we're recording with Jamison Manwaring, co-founder of Neighborhood Ventures. We'll discuss self-directed IRAs and real estate, leveraging IRAs and 401Ks for investments, and Neighborhood Ventures' unique opportunities.Jamison shares insights on Neighborhood Ventures' investment strategy, including its REIT, crowdfunding approach, and current market trends.Topics Covered:- Self-directed IRAs and 401K investments in real estate- Neighborhood Ventures' investment offerings and strategies- The advantages of crowdfunding for real estate investments- Current market trends and interest rate impacts- The benefits of their REIT structure for IRA investors----Learn More About Neighborhood Ventures:- Website: https://neighborhood.ventures/- YouTube: https://www.youtube.com/channel/NeighborhoodVenturesFollow Jamison Manwaring:Instagram: @jamisonmanwaringX: @neighborhoodventuresDon't miss out on the opportunity to learn from an expert in real estate investment. Watch now!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
Jun 14, 2024 • 17min
The Ultimate Guide to Self-Directed Roth IRAs
Unlock the secrets to long-term wealth, as we dive deep into the world of Roth IRAs. Imagine a retirement account where your investments grow tax-free, you can withdraw contributions without penalties, and your savings are protected from creditors. Sounds too good to be true? Tune in as I walk you through setting up a Roth IRA, whether you're making new contributions, rolling over an old employer Roth 401k, or converting a traditional IRA. We’ll also break down the tax implications of these conversions and show how paying taxes upfront can pave the way for significant tax-free growth in the future.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
Jun 12, 2024 • 56min
Self-Directed IRA Summer School
Explore the world of Self-Directed IRAs with a live Q&A session covering investing in alternative assets, self-correcting IRAs, Mega Backdoor Roth strategy, and more. Learn about setting up entities in different states, understanding UBIT regulations, and the importance of professional advice in complex legal and tax scenarios.
May 30, 2024 • 18min
The Benefits of Kids Roth IRAs and Teaching Financial Literacy
Join us as we explore the benefits of Kids Roth IRAs and how to teach children financial literacy through smart savings and investment strategies. Learn why Kids Roth IRAs are ideal for college savings and retirement, the importance of earned income, and the steps to get started. We'll share practical tips and real-life examples to help you and your children build a strong financial foundation.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
