133 episodes

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. 

Directed IRA Podcast Mat Sorensen and Mark Kohler

    • Business
    • 4.8 • 140 Ratings

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. 

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

    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!
    Learn how to take control of your retirement - https://directedira.com/

    Self-directed IRA Podcast - https://matsorensen.com/podcast/

    Shop my products - https://shop.matsorensen.com/

    Blog & Articles - https://matsorensen.com/blog/


    Connect with Mat online:
    Instagram: https://www.instagram.com/matsorensen/
    Facebook: https://www.facebook.com/mat.sorensen.1
    LinkedIn: https://www.linkedin.com/in/matsorensen/
    Twitter: https://twitter.com/matsorensen
    YouTube: https://www.youtube.com/@MatSorensen

    • 1 hr 5 min
    Solo 401(k) - Contributions, Rules & FAQs

    Solo 401(k) - Contributions, Rules & FAQs

    In this webinar, Mat Sorensen, CEO, and Aaron Halderman, COO of Directed IRA discuss everything you need to know about Solo 401(k)s 

    We cover the following topics:

    -New Roth Rules for 2024 and Beyond
    -Contributing 10 times more annually than an IRA
    -Understanding the necessity of an LLC for a Solo 401(k)
    -Qualification criteria
    -Avoiding common mistakes
    -Exploring the increased contribution limits for 2023 ($66k) and 2024
    -Answering your questions 


    Learn how to take control of your retirement - https://directedira.com/

    Self-directed IRA Podcast - https://matsorensen.com/podcast/

    Shop my products - https://shop.matsorensen.com/

    Blog & Articles - https://matsorensen.com/blog/


    Connect with Mat online:
    Instagram: https://www.instagram.com/matsorensen/
    Facebook: https://www.facebook.com/mat.sorensen.1
    LinkedIn: https://www.linkedin.com/in/matsorensen/
    Twitter: https://twitter.com/matsorensen
    YouTube: https://www.youtube.com/@MatSorensen

    • 1 hr 13 min
    Is This a Good Deal for my IRA?

    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 investments
    Learn how to take control of your retirement - https://directedira.com/

    Self-directed IRA Podcast - https://matsorensen.com/podcast/

    Shop my products - https://shop.matsorensen.com/

    Blog & Articles - https://matsorensen.com/blog/


    Connect with Mat online:
    Instagram: https://www.instagram.com/matsorensen/
    Facebook: https://www.facebook.com/mat.sorensen.1
    LinkedIn: https://www.linkedin.com/in/matsorensen/
    Twitter: https://twitter.com/matsorensen
    YouTube: https://www.youtube.com/@MatSorensen

    • 24 min
    Buying Crypto in Your IRA - Trading, Staking, and Mining

    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 IRA

    Get 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/
    Learn how to take control of your retirement - https://directedira.com/

    Self-directed IRA Podcast - https://matsorensen.com/podcast/

    Shop my products - https://shop.matsorensen.com/

    Blog & Articles - https://matsorensen.com/blog/


    Connect with Mat online:
    Instagram: https://www.instagram.com/matsorensen/
    Facebook: https://www.facebook.com/mat.sorensen.1
    LinkedIn: https://www.linkedin.com/in/matsorensen/
    Twitter: https://twitter.com/matsorensen
    YouTube: https://www.youtube.com/@MatSorensen

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

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

    Our COO Aaron Halderman and I discuss transforming old employer 401k into a Self Directed IRA or 401K, navigating the intricacies of health and education savings, and choosing the right path between Roth and Traditional IRAs. Whether you're looking to use existing retirement account money or start fresh with new contributions, we've got you covered. Join us as we break down the rules, discuss pain points, and provide practical steps to empower you to take control of your retirement. At Directed IRA, we assist clients in setting up 30-40 new accounts daily, and our goal is to make you experts in managing your financial future. Subscribe now for expert insights and success stories!
    Learn how to take control of your retirement - https://directedira.com/

    Self-directed IRA Podcast - https://matsorensen.com/podcast/

    Shop my products - https://shop.matsorensen.com/

    Blog & Articles - https://matsorensen.com/blog/


    Connect with Mat online:
    Instagram: https://www.instagram.com/matsorensen/
    Facebook: https://www.facebook.com/mat.sorensen.1
    LinkedIn: https://www.linkedin.com/in/matsorensen/
    Twitter: https://twitter.com/matsorensen
    YouTube: https://www.youtube.com/@MatSorensen

    • 1 hr 8 min
    Turn Your Old Employer 401k into a Million Dollars

    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!
    Learn how to take control of your retirement - https://directedira.com/

    Self-directed IRA Podcast - https://matsorensen.com/podcast/

    Shop my products - https://shop.matsorensen.com/

    Blog & Articles - https://matsorensen.com/blog/


    Connect with Mat online:
    Instagram: https://www.instagram.com/matsorensen/
    Facebook: https://www.facebook.com/mat.sorensen.1
    LinkedIn: https://www.linkedin.com/in/matsorensen/
    Twitter: https://twitter.com/matsorensen
    YouTube: https://www.youtube.com/@MatSorensen

    • 31 min

Customer Reviews

4.8 out of 5
140 Ratings

140 Ratings

Gay&Sweaty ,

I’m so grateful for this show!!

A five-star podcast that expertly educates self-directed IRA and 401(k) investors on so many essential topics making it an invaluable resource for those seeking to secure their financial future! ⭐⭐⭐⭐⭐

Alaskabadger ,

Better explanation

I really like the content and strategies they discuss. However, they often leave out one major detail, that you can’t move your current employer 401k money into a self-directed IRA account, which is often times where most of your retirement money is. Ultimately making all the strategies they’re discussing irrelevant.

BigRich_21 ,

Just another salesman podcast

Every 5 minutes these guys are just pitching you on their services. I educated myself on how to do this and was looking for a podcast that would talk about all the creative ways people are using these investment tools. But sadly they just ramble on and fluff up their services and make it seem your doing it wrong if you go anywhere else.

Schwab offers this now but their just going to tell you to not go their too.

I purchased all my documents and a course from a lawyer and set everything up at Schwab.

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