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
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.
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
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
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.
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
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.
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.
Dec 28, 2023 • 28min
Cryptocurrency and Precious Metals in Your Retirement Account
Explore IRA investments in precious metals like gold, silver, platinum, palladium, and cryptocurrencies such as Bitcoin, Ethereum, and more! Join us as we get right into the rules, qualifications, storage, and processes involved in investing your IRA in these alternative assets. Discover the distinctions between owning Crypto assets directly versus through funds, and learn about different methods, including a dedicated crypto IRA or setting up an LLC for diversified options. We simplify the complexities, offer insights, and discuss our preferred platform, Gemini, ensuring a secure and regulated approach to managing your Crypto 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
Dec 20, 2023 • 1h 10min
How to take YOUR Small Business to a Publicly Traded Company Managing Alternative Assets
Chris Loeffler, CEO of Caliber Wealth, shares the evolution of Caliber from a small business to a publicly traded company managing alternative assets. Topics discussed include real estate market dynamics, challenges faced by CEOs, developing a pickleball facility, benefits of being a public sponsor of private real estate funds, factors to consider when investing in alternative assets, investing in private funds through a self-directed IRA, opening a self-directed account and distributing funds, and offers of help from Chris and Caliber.
Dec 14, 2023 • 30min
Everything You Need to Know About the Backdoor Roth IRA in 2024
Explore the benefits of a Roth IRA and the strategy of a backdoor Roth IRA for high-income earners. Learn about maximizing contributions through the chunking strategy and the importance of planning and gifting Roth IRAs. Enjoy a trivia game on Steven Spielberg's movies and a Christmas movie quiz.
