Directed IRA Podcast

Mat Sorensen and Mark Kohler
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Directed IRA Podcast Podcast

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. 

  1. 5 DAYS AGO

    What Is A Solo 401(k)?

    In this episode, Mat dives into one of his favorite retirement strategies—the Solo 401(k). Whether you're a full-time entrepreneur or running a side hustle, this account is designed specifically for self-employed individuals with no employees. The Solo 401(k) allows you to contribute up to $69,000 per year, with options for both Roth and traditional dollars.We'll break down everything you need to know, from qualifying for a Solo 401(k) to setting it up and managing it. How does it compare to ...

    32 min

  2. 12 SEPT

    Real Estate Vs IRA's and 401(k) ft. Kris Krohn

    In this special episode, Mat is joined by Kris Krohn, a real estate expert with a massive following, for a debate on the best way to build wealth—investing in real estate or focusing on your IRA/401k. 💥We dive into the numbers, the pros and cons of each strategy, and why Kris thinks IRAs and 401ks are underperforming for most investors. I share my perspective on the power of self-directed IRAs and how they can offer a more dynamic approach to building retirement wealth.Tune in for some surpri...

    1h 15m

  3. 9 SEPT

    The Ultimate Strategy to Protect Your IRA/401k

    In this episode, Mat Sorensen and Mark J. Kohler dive into a critical yet often overlooked topic: Asset Protection for your 401(k) and IRA. Many people focus on the tax benefits of retirement accounts, but did you know these accounts offer powerful protections from lawsuits and bankruptcy?Mark and Mat discuss real-life examples, including how even O.J. Simpson has managed to keep his 401(k) intact despite a massive civil lawsuit judgment. If you're worried about protecting your retirement sav...

    19 min

  4. 29 AUG

    Open Forum: Listener Questions Answered!

    Welcome to the Directed IRA Podcast! In this episode, we're diving into an open forum where we answer your questions about retirement accounts, including how to sell assets in your account, operate a Solo 401(k), and more. We’re breaking down what you can and can’t do so that you can make the most out of your retirement planning.Got questions? Head over to DirectedIRA.com/podcast and submit yours for future episodes. We’re here to help you navigate the complexities of retirement with expert a...

    39 min

  5. 22 AUG

    Best Retirement Options for Freelancers in 2024

    In this episode, Mat Sorensen and Mark J. Kohler discuss a topic crucial for freelancers, independent contractors, and all those hustling to make a living without the traditional benefits of a 401(k). If you're a freelancer who has ever felt left out of retirement planning, this episode is for you.Mat and Mark dive into the unique opportunities available to freelancers when it comes to retirement savings. They explore why being your own boss is not only great for flexibility and creativity bu...

    29 min

  6. 16 AUG

    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...

    45 min

  7. 1 AUG

    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...

    31 min

  8. 25 JUL

    Solo 401(k) or SEP IRA: Determining the Best Retirement Strategy for the Self-Employed

    Welcome to the Directed IRA Podcast! This is Mat Sorensen, joined by the insatiable Mark J. Kohler. In this episode, we dive into a hot topic: Solo 401(k) vs. SEP IRA. Are you self-employed and wondering which retirement plan suits you best? We break down the differences, benefits, and unique scenarios for both options.Join us as we explore:- The origins and benefits of the SEP IRA.- Why the Solo 401(k) is often considered the superior choice for self-employed individuals.- Strategies for max...

    24 min
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About

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. 

Information

  • Creator
    Mat Sorensen and Mark Kohler
  • Years Active
    2020 - 2024
  • Episodes
    157
  • Rating
    Clean
  • Copyright
    © 2024 Directed IRA Podcast
  • Show Website
    Directed IRA Podcast

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