Retirement Insurance Plans: Are they a practical option? Mark and Mat weigh in on this controversial topic in this episode of the Directed IRA Podcast. They cover the key differences between a retirement insurance plan and an IRA and the practicalities of both options. Visit directedira.com for more information on taking control of your retirement. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.c...
Jul 21, 2021•40 min
In this episode of the Directed IRA Podcast, Mat and Mark break down the pros and cons of a Roth IRA vs. a Traditional IRA. The Directed IRA podcast is an educational resource provided by Directed IRA & Directed Trust Company https://directedira.com/. Directed IRA has helped thousands of self-directed investors and has processed over half a billion in self-directed transactions. It is the highest-rated self-directed IRA custodian based on verified google reviews and takes pride in providing ...
Jul 14, 2021•38 min
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https...
Jul 06, 2021•1 hr 2 min
Mark and Mat outline a variety of strategies to help you take control of your retirement and maximize your retirement savings. Visit directedira.com for more information. 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...
Jun 25, 2021•53 min
Choosing a beneficiary for your retirement accounts isn't always a clear-cut decision. In this episode of the Directed IRA podcast, Mark and Mat outline the pros and cons of a variety of designation options to help you make the best decision for you. Visit DirectedIRA.com for more information. 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://matsorense...
Jun 16, 2021•31 min
Mark and Mat answer your questions about owning crypto in a Roth IRA, like: "Can you move crypto you already own to a Roth IRA?" "How do I save taxes on crypto I already own?" "If I use an IRA to own crypto, can I access my money before retirement?" and more. Visit DirectedIRA.com to learn more! 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://matsoren...
Jun 09, 2021•22 min
Mark and Mat explain how you can open and fund a ROTH IRA for your children, grandchildren, or even your nieces and nephews. Pass on a legacy. Learn more by going to DirectedIRA.com for more info. 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...
Jun 07, 2021•23 min•Season 1Ep. 28
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast . Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: htt...
Jun 01, 2021•38 min•Season 1Ep. 27
Self-direct your HSA and invest in what you know. Listen as Mark shows how he uses his HSA to invest in owning Cows, Hay, Crypto Mining, and a rental in Chicago that he bought ten years ago. Mark explains how his rental in Chicago paid for his daughter's braces. Mat uses his HSA to invest in public stocks and crypto. Why an HSA? You get a tax deduction when you put money in and it comes out when you have medical tax-free at any age. This is the only deal out there where you get a tax deduction o...
May 21, 2021•46 min•Season 1Ep. 26
Extension dates in ANY year bring with them other important deadlines regarding IRA, Roth, HSA, and ESA contributions. Mat and Mark break down the #s and the strategies as to consider when facing these regular deadlines. Articles and Videos referenced in the show: "The Coverdell ESA or Educational IRA: The Hidden Gem" https://markjkohler.com/the-coverdell-esa-or-educational-ira/ "Last Chance to Write-off an HSA for 2020" https://markjkohler.com/an-hsa-may-be-your-best-tax-and-healthcare-strategy...
May 13, 2021•1 hr 2 min•Season 1Ep. 25
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast . Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: htt...
May 10, 2021•1 hr 16 min•Season 1Ep. 24
The Coverdell ESA - or Educational Savings Account - is one of the best options to save for college expenses tax-free. Like a Roth IRA or Health Savings Account any investments inside the ESA will grow tax-free, and come out tax-free, but only for any qualified education expense. In this episode, Mark and Mat cover all things Coverdell ESA from the origin and history to the many benefits a Coverdell ESA can provide for you! To learn more visit: https://directedira.com/ Directed IRA Homepage: htt...
May 03, 2021•51 min
Yes, your IRA can own real estate. From the rental down the street, to a flip in another city, to a short-term vacation rental - these are all investments you can own with a Self-Directed IRA at Directed IRA. Mat and Mark break down the rules and structures for these common investments. If you would like to learn more or would like to start your Self-Directed retirement account, visit https://directedira.com/ Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https:...
Apr 26, 2021•40 min•Season 1Ep. 22
Mat and Mark cover how to move your money from an old IRA and 401(k) to a Self-Directed Account. They cover some game-changing strategies including the In-Kind Rollover strategy, which will help you maximize the returns in your retirement. If you would like to learn more or would like to start your Self-Directed retirement account, visit https://directedira.com/ Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https:/...
Apr 19, 2021•1 hr 12 min•Season 1Ep. 21
Partnering in your IRA and other retirement accounts can be a powerful strategy that can open the doors to high-yielding investments. But, buyer beware, there are some unique rules that come with these types of partnerships. Mat and Mark break down all the rules to help you stay up to date with these industry-leading strategies. Take control of your retirement by investing in what you know. Learn more at https://directedira.com/ Directed IRA Homepage: https://directedira.com/ Directed IRA Explor...
Apr 09, 2021•46 min•Season 1Ep. 20
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast . Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: htt...
Apr 02, 2021•1 hr 7 min•Season 1Ep. 19
Roth IRAs and Roth 401(k)s grow and come out tax-free at retirement. Mark and Mat outline the steps to get to Roth (it's for high-income earners too) from traditional IRA or 401(ks) and cover the sweet spots to keep the tax burden low when converting to Roth. Learn more at https://directedira.com/ 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://matsor...
Mar 26, 2021•54 min•Season 1Ep. 18
Mark and mat explain the two taxes That can apply to your IRA or other retirement accounts. These taxes, unrelated business income tax "UBIT" and Unrelated Debt-Financed Income Tax "UDFI" are the two taxes that can apply to your retirement account. Mat and Mark Explain how they apply and the strategies on how to minimize or avoid them. Learn more at https://directedira.com/ Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a C...
Mar 19, 2021•30 min•Season 1Ep. 17
Mat and Mark outline how you can invest in Bitcoin and other Cryptocurrency with an IRA or 401k. They go over the three strategies available which can all be accomplished at Directed IRA. 1. Having your IRA directly own a crypto trading account at Gemini through our special strategic relationship (no IRA/LLC required). 2. Using an IRA/LLC where the LLC bank checking account is linked to a wallet/exchange of your choice. 3. Buying Bitcoin Trusts or ETF (Grayscale/Osprey). They also discuss tax be...
Mar 10, 2021•43 min•Season 1Ep. 16
Special webinar episode hosted by Mat Sorensen & Aaron Halderman with Special Guest Chris Loeffler. Learn more at https://directedira.com/podcast/ Self-Directed Investing in Private Stock & Real Estate • From the chair of a market participant, a seasoned investor, and an experienced sponsor we will explore the following: • Why are investors seeking alternatives to traditional stocks and bonds and how does venture capital (VC) and real estate fit into the equation? • What is an online inv...
Feb 22, 2021•1 hr•Season 1Ep. 15
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast . Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: htt...
Feb 19, 2021•54 min•Season 1Ep. 14
Join Mark and Mat as they discuss all the variables for the best tax, legal, and family planning situation when it comes to inheriting an IRA or 401k. New rules went into effect recently on your options when inheriting an IRA or 401k. The Directed IRA podcast is an educational resource provided by Directed IRA & Directed Trust Company https://directedira.com/ Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https:...
Feb 12, 2021•1 hr 2 min•Season 1Ep. 13
Mark and Mat go over the top ten items you should consider when making an investment. Whether using a self-directed IRA or other funds, these ten items or more (we may go over ten) are critical to consider when investing in real estate, a private company, a private fund, or when loaning money to someone else. Learn more at MainStreetbusiness.com or https://directedira.com/podcast/ This was a co-production between https://directedira.com/podcast/ and MainStreetBusiness.com Directed IRA Homepage: ...
Feb 04, 2021•1 hr 24 min•Season 1Ep. 12
Mark and Mat talk about where a Roth could be a player in the GameStop mix and why and how you could use your Roth. They also break down the transactions that are fueling this investment frenzy and give important tax savings advice for the next time this happens. Learn more about Self-Directing your retirement at https://directedira.com/ Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointm...
Jan 29, 2021•39 min•Season 1Ep. 11
Mat, Mark, and special guest Aaron Halderman, SVP Directed IRA and publisher of the Noteworthy Newsletter discuss private lending basics with an IRA or solo(k). They go over secured versus unsecured, documents involved (note, deed of trust or mortgage), common terms/rates, legal considerations, how Dodd-Frank applies, and the basic self-directed rules and process when making lending investments from a self-directed IRA or solo 401(k). The Directed IRA podcast is an educational resource provided ...
Jan 22, 2021•1 hr 10 min•Season 1Ep. 10
Tax lawyers Mat Sorensen and Mark Kohler explain how you can own Bitcoin and other cryptocurrencies with a self-directed IRA. They outline the legal and tax issues when buying outside an IRA and how a retirement account such as a self-directed Roth IRA can be tax efficient. They outline the process of rolling over funds to a self-directed IRA, investing them into an LLC (IRA/LLC) and linking the LLC bank account to a wallet/exchange, and then using those dollars (fiat currency) for cryptocurrenc...
Jan 15, 2021•48 min•Season 1Ep. 9
Your IRA or solo(k) can start and fund a small business. Tax lawyers and co-founders of Directed IRA, Mat Sorensen and Mark Kohler cover the three common strategies small business owners should know when looking to start a small business with their retirement account funds. They cover using an IRA/LLC, utilizing a solo(k) or other 401(k) with a participant loan, and the Rollover on Business Start-Ups (ROBS) structure which includes a c-corp and a specialty 401(k). The right structure to use depe...
Dec 21, 2020•1 hr 1 min•Season 1Ep. 8
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast . Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: htt...
Dec 14, 2020•46 min•Season 1Ep. 7
Tax attorneys Mat Sorensen and Mark Kohler outline how self-directed IRAs and solo 401(k)s can invest into private funds and small businesses. Private funds include private equity funds, venture capital funds, real estate funds, crowd funding offerings, and all sorts of PPMs (private placement memorandums). Mat and Mark give examples of recent Directed IRA customers investments into private funds. These investment assets have become popular for self-directed investors but investors need to make ...
Dec 04, 2020•48 min•Season 1Ep. 6
Tax attorneys and hosts Mat Sorensen and Mark Kohler explain how your self-directed IRA or solo 401(k) can invest in real estate. Mat and Mark explain the process, rules, steps, and common real estate deals and investments made by self-directed investors (rentals, fix and flip, partnerships, wholesale/options). Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other : Mat Sorensen: ...
Nov 11, 2020•1 hr 2 min•Season 1Ep. 5
