In this webinar Mat Sorensen and Aaron Halderman go over the 6 ways to protect your IRA or 401K in a recession. * Should you sell your account's assets * When to hold cash * Analyzing whether to sell stocks and mutual funds * Does a Roth Conversion make sense in 2022 * Assets that perform well during a recession * How alternative investments can help with portfolio diversification * What are your next steps Submit your questions, listen, search for prior episodes, and sign up for the Directed IR...
Jul 26, 2022•1 hr 7 min•Ep. 65
Whether you’re trying to raise $50,000 or $50 million, there is $30 trillion in U.S. retirement accounts. IRAs can always self-direct. Therefore, you are allowed to invest in alternative assets like real estate with an IRA or Solo 401k. In this video Mat Sorensen and Mark J Kohler show: •3 Steps to Unlock Money and, •3 Ways to Raise Capital from IRAs and 401ks. The 3 strategies Mat and Mark explain in detail are: Lender Partner Investor Grab a pen and paper to take notes as Mat & Mark reveal...
Jul 18, 2022•44 min
Join Mat & Mark as they answer your difficult Self-Directed retirement plan questions. Diving 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://direct...
Jul 11, 2022•43 min•Ep. 63
Mat and Mark outline common mistakes made in solo 401(k)s (aka, QRPs) when it comes to creation, documentation, contributions, handling of funds, and filings. They cover plan documents and update requirements (required every 6 years) as well as 5500-EZ solo 401(k) tax return filings. 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 &...
Jun 28, 2022•37 min•Ep. 62
In this podcast episode Mat and Mark discuss how to transfer or rollover your IRA, 401(K), Coverdell, and HSA. Learn how to unlock your retirement account and invest in what you know with a Self-Directed IRA or 401(k). Also, check out: Can I rollover or transfer my existing retirement account to a self-directed IRA? https://directedira.com/faq/#num2 And visit www.directedira.com/podcast for more episodes. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://li...
Jun 06, 2022•32 min•Ep. 60
Join Mat & Mark as they answer your difficult Self-Directed retirement plan questions. Diving 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://direct...
Jun 01, 2022•45 min•Ep. 59
New to self-directing your retirement accounts? Here are 5 mistakes that most people make. For more info make sure to check out 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://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com...
May 07, 2022•26 min
A MEGA backdoor Roth? YES! You heard that right. Investors can contribute more than $60,000 per year with this game-changing strategy. Super Charge your Roth accounts. For more info make sure to check out 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://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Ma...
Apr 15, 2022•33 min
Mat and Mark talk about the ins and outs of getting the most out of your IRA. Being smart with your good debt is crucial in this financial landscape. Leveraging your IRA investments rather than using your own equity is possible and can be a huge asset. For more info make sure to check out 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:/...
Apr 11, 2022•48 min
Mat and Mark break down the new SECURE Act. New information on the SEP, Simple IRA, 401ks, and Roth accounts have finally been released and investors will want to ensure they know all of the latest information! For more info make sure to check out 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://matsorensen.com & https://linktr.ee/M...
Apr 01, 2022•41 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...
Mar 25, 2022•29 min
Mark and Mat discuss ways to purchase, develop, and sell real estate in your retirement account. Get tax savings and keep more of your profits. They'll also talk about if and when UBIT comes into play. Learn more at 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://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslaw...
Mar 22, 2022•40 min
Check out this week's episode as Mat and Mark give you dates and strategies for making contributions to your retirement accounts. For more info get over to 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://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com...
Mar 04, 2022•42 min
Mat and Mark talk about using IRAs and 401ks with LLCs to do the following crypto strategies: Defi, Altcoin, Staking, and how to use a hardware wallet off-exchange. 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://directedira.com/appointment/ Other : Mat Sorensen: http...
Feb 25, 2022•30 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...
Feb 23, 2022•47 min
Investing your IRA into a Start-up is HUGE for getting great returns on your money. Diversify your investments and start looking into start-ups that could make you big money for your retirement. 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://directedira.com/appointme...
Feb 10, 2022•40 min
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat weigh the pros and cons of the 529, Roth IRA, and Coverdale when saving for college. 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://directedira.com/appointment/ Othe...
Jan 24, 2022•30 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...
Jan 14, 2022•1 hr 2 min
Attorneys Mat Sorensen and Mark Kohler discuss the IRA LLC (AKA, Checkbook IRA) structure and dispel the myths being promoted by others as a result of the recent tax court case, McNulty v. Commissioner. This case involved an IRA LLC that held precious metals and Mat and Mark explain what the court ruled and what self-directed IRA investors should know. For Mat’s article and the courts ruling please read his article Sign up for the First EVER "Crypto Taxation Summit" at www.cryptotaxsummit.com . ...
Jan 01, 2022•32 min
Join Mark and Mat as they discuss why and how to convert IRA money to Roth before year-end. What will President Biden's new law do to Roth Conversions in the future? Learn your options and how to build wealth tax-free. 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...
Dec 20, 2021•23 min
Mat and Mark break down the procedures and rules for 'contributions' and 'distribution'. 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...
Dec 10, 2021•53 min
Join Mark and Mat as they answer difficult tax, legal, and business questions from around the nation. To listen or search for prior episodes, or sign up for their free weekly newsletter, visit: www.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://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Stre...
Nov 25, 2021•40 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...
Nov 01, 2021•44 min
In this Podcast, we covered buying raw land in your IRA or Solo 401(k) for investment holding or to be improved and sold for profit. Mat and Mark explain the prohibited transaction issues, structuring problems, and when taxes may apply when doing certain development or improvement activities. 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...
Oct 04, 2021•42 min
Mark and Mat explain when you need to fix an excess Roth contribution in the event your income exceeded Roth contribution requirements. 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...
Sep 30, 2021•41 min
Mark and Mat outline the Backdoor Roth ira process and how you can contribute to a Roth IRA even if your income exceeds the income limits and even if you max out your 401k. 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.co...
Sep 17, 2021•23 min
Mat and Mark discuss how to flip real estate in an IRA. They go over how thousands of their clients over the years have used their IRA to buy a piece of property, rehab it, and flip it for profit. That money then goes back into their retirement account, tax-free. 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/M...
Sep 08, 2021•52 min
In this episode of the Directed IRA Podcast, Mat and Mark break down mining crypto in your IRA. 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...
Aug 26, 2021•48 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...
Aug 11, 2021•44 min
Mark and Mat explain ways people get stuck when it comes to self-directing their retirement account (not enough money, don't have a deal) and give ideas and strategies on how to get unstuck so that you can self-direct into the types of assets you know and want in your accounts such as real estate, notes, crypto, small businesses, LLCs, and private companies and funds. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: h...
Jul 30, 2021•50 min
