Directed IRA Podcast

Mat Sorensen and Mark Kohler
  • 4,7 (163)
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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.

  1. -1 ДН.

    Year-End Roth Strategies

    KKOS Webinar: Solo 401(k) Tax Credit for New and Existing Plans Mark and Mat return to the Directed IRA Podcast with holiday cheer, quick-fire banter, and a stocking stuffed with three Roth strategies that can transform your long-term wealth. This is the year-end roadmap every proactive investor needs. They break down how to time Roth conversions for maximum tax efficiency, how a Kid’s Roth IRA can quietly grow into a seven-figure legacy, and how the mega backdoor Roth lets both employees and small business owners pump serious dollars into the tax-free zone. If you want your money growing tax-free, your strategy dialed in, and your year-end planning wrapped with confidence, settle in for this quick, insightful, and entertaining episode. Chapters:  0:00 - Warm Welcome And Light Banter 1:12 - Roadmap: Three Year-End Roth Strategies 1:54 - Strategy One: Roth Conversions And Chunking 4:20 - Brackets, Deductions, And Timing The Tax 7:16 - Backdoor Roth Clarified For High Earners 8:04 - Strategy Two: Kids Roth IRA Mechanics 11:18 - Paying Kids Legitimately And Funding Options 15:02 - Early Compounding And Grandparent Angle 18:27 - Strategy Three: Mega Backdoor Roth Overview 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.com Main Street Business https://mainstreetbusiness.com

    19 мин.

  2. 1 ДЕК.

    Prohibited Transactions in a Self-Directed IRA (You Know It's a Prohibited Transaction When...)

    For more details on prohibited transactions download the Self-Directed IRA Handbook (look for chapters 4, 5, 6, and 7): https://directedira.com/the-self-directed-ira-handbook/ In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J Kohler break down the single most important rule in the world of self-directed IRAs, the prohibited transaction rule. Before your IRA buys real estate, a private company, crypto, or any other alternative asset, you need to understand who your IRA can transact with and how to avoid accidental mistakes that can blow up your entire account. Mat and Mark explain the three core varieties of prohibited transactions in a simple and memorable way, using real client examples along with their usual energy, humor, and clever comedy bits. You will learn why certain family members are off limits, what happens if you try to stay in your IRA owned Airbnb, how sweat equity can accidentally trigger a self dealing violation, and how to safely buy rentals or businesses in your retirement account with confidence. The hosts also sprinkle in a series of fun “you know it is a prohibited transaction when” jokes that make the topic easy to remember and surprisingly entertaining. By the end, you will understand how to stay compliant, make smarter investment decisions, and unlock the real power of a self-directed IRA. Perfect for real estate investors, business owners, and anyone using an IRA for alternative assets, this episode gives you the clarity you need to protect your account and maximize long term gains. Chapters:  0:06-  Welcome And Why This Matters 0:12 - Defining Prohibited Transactions 2:16 - What IRAs Can And Can’t Own 2:54 -It’s About Who And How, Not What 2:59 - Per Se Prohibited Transactions Explained 4:34 - Disqualified Persons And Family Traps 7:25 - After You Buy: Use And Benefit Rules 8:17 - Renting To Family And Self-Dealing 10:26 - Sweat Equity And Fixer Upper Pitfalls 12:49 - Managing Vs. Working: The 50 Percent Line 16:13 - Facts, Circumstances, And Case Law 17:49 - Practical Guardrails And Flexibility 19:36 - Resources, Book, And Professional Help 19:51 - Closing Remarks And Disclaimers 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.com Main Street Business https://mainstreetbusiness.com

    20 мин.

  3. 26 НОЯБ.

    Opening a Self-Directed IRA And Understanding Prohibited Transactions (Webinar)

    For the full video webinar visit: https://directedira.com/opening-a-self-directed-ira/ For more details on prohibited transactions download the Self-Directed IRA Handbook (look for chapters 4, 5, 6, and 7): https://directedira.com/the-self-directed-ira-handbook/ Most Self-Directed IRA investors worry about choosing the right asset, but the real danger is accidentally breaking an IRS rule you didn’t even know existed. Watch Mat Sorensen (CEO, Directed IRA) and Lindsay Mersino (Executive Director of Operations) host a brand-new session that breaks these rules down clearly, simply, and with real examples you won’t find anywhere else.       You’ll Learn - What a Self-Directed IRA can invest in - The three investments IRAs cannot hold - How IRS prohibited transaction rules actually work and the real mistakes that cause penalties - Who counts as a “disqualified person” and why this matters for every deal you structure - The three types of prohibited transactions - Deal examples that stay compliant vs. deals that disqualify an IRA - How to safely structure alternative investments through your SDIRA Why Directed IRA? At Directed IRA, we’ve helped thousands of investors put over $3 billion into real estate, private funds, notes, and more, all inside tax-advantaged retirement accounts. Our team of experts and streamlined platform make it easy to invest with confidence. 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.com Main Street Business https://mainstreetbusiness.com

    58 мин.

  4. 20 НОЯБ.

    Tax-Free Crypto Investing With a Roth IRA

    Crypto continues to be one of the fastest-moving asset classes — and when you combine it with the tax-free power of a Roth IRA, it becomes one of the most compelling long-term wealth strategies available. Join Mat Sorensen (CEO, Directed IRA) and Aaron Halderman (COO, Directed IRA) for a live training session where they break down everything you need to know about investing in crypto inside a Self-Directed Roth IRA. You’ll learn how the structure works, how to access 60+ supported assets, when conversions make sense, when an IRA/LLC is appropriate, and how to stay compliant while maximizing tax-free upside. Whether you’re an active crypto investor or just exploring tax-efficient strategies, this session will give you the tools to build a smarter, long-term plan for 2026 and beyond. You’ll Learn - How crypto investing works inside a Self-Directed IRA - Why a Roth IRA can generate entirely tax-free crypto gains - How Traditional-to-Roth conversions work (and what actually triggers tax) - When an IRA/LLC “exchange account” becomes the right structure - How to access 60+ supported cryptocurrencies inside your IRA - How an HSA can also be used for crypto investing Why Directed IRA? At Directed IRA, we’ve helped thousands of investors put over $3 billion into real estate, private funds, notes, and more, all inside tax-advantaged retirement accounts. Our team of experts and streamlined platform make it easy to invest with confidence. 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.com Main Street Business https://mainstreetbusiness.com

    55 мин.

  5. 4 НОЯБ.

    Buy Oil & Gas With an IRA - What You Need to Know

    Mat Sorensen sits down with Troy Eckard, founder and chairman of the board at Eckard Enterprises, for a clear look at how investors use self directed IRAs to buy mineral rights and participate in oil and gas cash flow. They break down the three lanes in this asset class, minerals, drilling, and midstream, and explain where each fits in a smart portfolio. You will hear why many IRA owners favor minerals for steady income and lower risk, when drilling can make sense with taxable dollars, and how to evaluate operators with real world due diligence that protects you from bad deals. Troy shares how technology and data have changed the game, what realistic returns look like, how depletion and cash flow work over time, and the red flags that signal inflated pricing or weak sponsors. The conversation also hits current market forces, service costs, and why discipline matters more than shiny tax write offs.  This episode is perfect for IRA owners, high income professionals, and anyone exploring real assets beyond public energy stocks who want income, control, and clear rules of the road. Chapters:  0:06 - Meet Troy Eckert And The Goal 0:34 - What Mineral Rights Actually Are 2:14 - Three Ways To Invest In Oil And Gas 4:18 - Risk Then And Now In Drilling 5:25 - Taxes, Depletion, And IDC Basics 7:41 - Why IRAs Fit Mineral Rights Best 10:25 - How Eckerd Structures Direct Ownership 12:06 - Diversification Across Operators And Units 13:53 - Spotting Fraud And Overpricing 16:08 - Don’t Chase Deductions Over Deals 18:03 - Market Reality: Drill Baby Drill 20:45 - DUCs, Service Costs, And Timing 23:00 - Who Should Invest Directly And When 25:01 - Dollar Dynamics, Rates, And Liquidity 27:20 - Due Diligence, Education, And Next Steps 41:56 - Closing Notes And Disclaimers 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.com Main Street Business https://mainstreetbusiness.com

    43 мин.

  6. 30 ОКТ.

    Self-Directed HSA: It's Enrollment Time

    In this episode, Mat Sorensen and Mark J. Kohler dive into one of the most underrated wealth-building tools out there: the Health Savings Account (HSA). With open enrollment around the corner, it’s the perfect time to rethink your healthcare strategy and unlock the triple-tax advantages of this incredible account. Mat and Mark break down how an HSA can save you thousands in taxes, how to qualify for one, and how to self-direct your HSA into assets you actually believe in. From real estate and crypto to precious metals and private businesses, they share real examples, walk through contribution rules, and reveal how to make your HSA a long term investment vehicle that can cover everything from braces to retirement healthcare costs, completely tax free. Whether you’re an entrepreneur, investor, or just someone tired of overpaying for insurance, this episode will open your eyes to the power of the HSA and why it should be part of your wealth strategy today. Chapters:  0:06 - Why HSAs Matter Now 0:25 - High Deductibles And Real Costs 0:55 - Self-Directing Your HSA 1:17 - The Triple Tax Advantage Explained 2:46 - Real-World Growth Examples 4:06 - Level One Vs Level Two HSA 6:10 - Contribution Limits And Deadlines 8:16 - Contribute Early For More Growth  9:12 - Getting HSA-Eligible Insurance 11:14 - Last Month Rule And Plan Changes 12:17 - Catch-Up Contributions After 55 13:22 - Choosing The Right HSA Provider 14:47 - Steps To Set Up And Fund 16:33 - What You Can Invest In 18:21 - Reimbursements And Qualified Expenses 20:11 - Wrap-Up, Resources, And Disclaimers 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.com Main Street Business https://mainstreetbusiness.com

    21 мин.

  7. 10 ОКТ.

    Gold Hits a New All-Time High: How to Buy Gold (and Other Precious Metals) in Your IRA

    Gold is breaking records again—and smart investors are taking notice. In this episode of the Directed IRA Podcast, Mat Sorensen and Mark Kohler explain how to buy physical gold, silver, and other precious metals inside your IRA, the right way. They walk through which metals qualify, how purity standards and approved coins work, and what IRS rules you need to follow for storage and compliance. You’ll also learn how a self-directed IRA opens the door to these alternative investments, so you can diversify your retirement beyond stocks and mutual funds. If you’ve ever thought about owning real gold bars (not just ETFs or paper gold) inside your IRA, this episode breaks it all down step by step—no myths, no confusion, just clear guidance from the experts at Directed IRA. Chapters:  00:00:06 - Why Precious Metals In IRAs 00:24 - What You Can And Cannot Buy 02:52 - Purity Standards And Qualifying Coins 05:47 - Self-Directed IRA Setup And Funding 08:42 - Storage Rules And IRS Compliance 11:24 - Costs, Dealers, And Next Steps 13:18 - Education, Disclaimers, And Wrap-Up 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.com Main Street Business https://mainstreetbusiness.com

    14 мин.

  8. 8 ОКТ.

    #CryptoTaxFreePledge (The Secret to Keeping All Your Crypto Gains)

    In this episode of The Directed IRA Podcast, tax attorneys Matt Sorensen and Mark J. Kohler reveal one of the most powerful strategies for crypto investors, how to grow and withdraw your crypto profits completely tax free using a Crypto Roth IRA. They break down three key scenarios every crypto holder needs to understand: Getting started, how to buy crypto in a Roth IRA even if you are new to retirement accounts. Converting existing IRAs or 401(k)s, how to roll over or convert funds into Roth dollars to start investing in crypto. High net worth or business owners, how to use Roth Solo 401(k)s, HSAs, and Coverdells to expand your tax free crypto empire. You will also learn the “No More Taxes on My Crypto Pledge,” why it is never too late to start, and how strategic planning can protect your wealth while maximizing long term gains. Matt and Mark share real examples from clients, explain the difference between traditional and Roth accounts, and highlight the unique advantages Directed IRA offers for crypto investors, including low fees, easy app based trading, and full IRS compliance. If you believe in the future of crypto and want to keep every penny of your gains, this episode is your roadmap to doing it the smart, legal, and tax free way. Chapters:  00:06 - Why a Crypto Roth Exists 02:50 - Three Paths to a Crypto Roth 05:00 - Rolling Over Old IRAs and 401(k)s 07:20 - Converting Traditional to Roth Strategically 08:56 - Solo 401k Power for Business Owners 10:53 - The “No More Taxes” Pledge for New Buys 13:13 - Using Family, HSA, and Coverdell Buckets 16:01 - Costs, Providers, and Getting Help 19:35 - Disclaimers and Final Takeaways Take the pledge. Stop paying taxes on your crypto. Start building your future tax free with 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.com Main Street Business https://mainstreetbusiness.com

    21 мин.
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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.

Информация

  • Автор
    Mat Sorensen and Mark Kohler
  • Годы выхода
    2020 - 2025
  • Выпуски
    200
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © 2025 Directed IRA Podcast
  • Сайт подкаста
    Directed IRA Podcast

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