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Directed IRA Podcast

Latest episodes

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Apr 2, 2024 • 40min

Open Forum: The RIGHT way to Invest with your Self-Directed IRA

Explore the complexities of investing with a self-directed IRA, from setting up an IRA LLC to navigating rental property investments. Learn about buying real estate with IRA funds, managing properties, and avoiding prohibited transactions. Gain insights on Roth IRA advantages and tax-free growth for smarter investment decisions.
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Mar 29, 2024 • 34min

Open Forum: Self Directed Account Questions from the Internet!

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
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Feb 27, 2024 • 1h 6min

Open Forum: The Ins and Outs of Self-Directing Your Retirement Account

On this weeks Open Forum Live Webinar we talk about the basics of Self-Directing! From navigating prohibited transactions to maximizing retirement contributions, we cover it all. Learn about correction procedures, compliance protocols, and strategies for safeguarding your financial future. Have questions or need further guidance on self-directing your IRA? Reach out to my company  Directed IRA, and our team of experts will provide personalized assistance tailored to your needs. Subscribe now and take 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
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Feb 2, 2024 • 1h 14min

Solo 401(k) - Contributions, Rules & FAQs

Learn about Solo 401(k)s and new Roth rules. Understand the benefits of a Solo 401(k) for self-directed investments. Discover strategies for maximizing contributions and moving IRA funds to a Solo 401(k) Roth account. Explore resources for self-directed IRAs and Solo 401(k) plans. Find out how to maximize contributions through different methods. Get details on upcoming live events discussing self-directed IRA and alternative asset investments.
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Jan 26, 2024 • 24min

Is This a Good Deal for my IRA?

Join us as we explore the various assets your Self Directed IRA can own, from real estate to private funds and crypto. Discover the benefits and considerations of investing in different assets with your retirement account. As tax and business lawyers, we provide insights into what makes a good investment for your IRA and share examples to help you navigate your investment journey.Key Topics Covered:- Exploring alternative assets for IRAs- Benefits of using IRAs for real estate investment- Understanding the asset options for IRAs- Tips for maximizing returns with self-directed IRAs- Considerations when choosing IRA investments- Insights from tax and business lawyers on IRA investments- Diversifying beyond traditional IRA assets- Strategies for building wealth for retirement with IRAs- Navigating the investment journey with IRAs- Examples and case studies of successful IRA investmentsDirected 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
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Jan 18, 2024 • 25min

Buying Crypto in Your IRA - Trading, Staking, and Mining

In this episode of the Directed IRA Podcast, Mark and Mat get into the resurgence of interest in cryptocurrency investing. From Bitcoin hitting new highs to the SEC's approval of ETFs, the crypto landscape is evolving. Key Topics Covered:- Breaking down the process of buying and investing in crypto through IRAs and 401(k)s.- The significance of ETF approval and the involvement of major financial players.- Exploring the growing interest in various cryptocurrencies beyond Bitcoin.- Understanding the $33 trillion in U.S. retirement accounts and diversifying investment options.Why Consider Crypto in Your Retirement Account?With over 50 cryptocurrencies available, learn how to move beyond traditional assets and explore new investment opportunities. Discover the benefits of tax-advantaged strategies, especially using Roth IRAs for potential tax-free gains.Taking Action: Setting Up Your Crypto IRAGet practical insights into initiating the process, transferring accounts, and setting up a dedicated crypto IRA. Mat and Mark share the simplicity of working with Gemini, a trusted platform for crypto trading within your retirement account at Directed IRA. To learn more click this link! 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
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Jan 12, 2024 • 1h 8min

Gettin Started with a Self-Directed IRA or 401(k)

Learn how to transform old employer 401k into a Self Directed IRA or 401K, navigate health and education savings, and choose between Roth and Traditional IRAs. Discover the advantages of Directed IRA's low flat annual fee, setting up trust and business checking accounts, using non-recourse loans for real estate investment, and upcoming features like a crypto IRA.
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Jan 11, 2024 • 31min

Turn Your Old Employer 401k into a Million Dollars

In this episode of the Directed IRA Podcast, Mark and I discuss turning your old employer's 401(k) into a million-dollar powerhouse. Learn how to escape the clutches of Wall Street, avoid high fees, and unlock the true potential of your retirement funds. Discover the Rule of 72 and how your money can double every six years, tax-free. Join the conversation on self-directed IRAs, alternative assets, and the path to financial freedom. Don't miss out on this episode – take control of your retirement and start building wealth today!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
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Jan 2, 2024 • 36min

Tax-Free Investing & Contribution Deadlines: Your Self-Directed Account Questions Answered

Discussion on crucial deadlines for Roth conversions and compliance requirements for retirement accounts. Answering questions on self-directed retirement accounts, cost segregation strategies, Solo 401(k) contributions, VRBO taxes, multifamily and single family home purchases, and creating tax-free real estate investments.
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Dec 29, 2023 • 33min

Solo 401(k) Contribution Limits and Deadlines - 2024

Explore the complexities of Solo 401(k) contribution rules, deadlines, and benefits. Discover the significance of employee and employer contributions. Decode the complexities of contributions in S Corporations. Get insights into 2023 and 2024 contribution limits and strategies for maximum contributions. Learn about the wealth-building capabilities of Solo 401(k)s for small business owners and real estate investors. Discover investment options and tax-saving strategies for Solo 401(k). Unveil the mega back door strategy for maximizing Roth contributions in Solo 401(k) plans. Understand the importance of early contributions for maximizing investment opportunities and enjoying tax-free growth.

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