Mat Sorensen and Mark J. Kohler explain everything you need to know about the increased contribution limits and looming deadlines for 2023. They walk through the rules and common strategies people use to get more money into their retirement accounts. They explain that the time is now to take action on your 2022 contributions and 2023 deadlines. This episode will have you perfectly prepared to max out your retirement account! Article on Contribution Limits and Deadlines: https://directedira.com/i...
Apr 07, 2023•27 min
Join Mat Sorensen this open forum as he answer's 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. Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. https://directedira.com/appointment To submit your questions, listen, search for prior episodes, or sign up for th...
Mar 30, 2023•1 hr 1 min
In this webinar Mat and Aaron will be speaking with banking expert Jonathan Morris, CEO at Titan Bank, to discuss our most current events around banks collapsing. Topics Will Include: -How can you control your financial stability -Banks collapsing due to bank runs -FDIC insurance, rules and regulations -$250k Limit and Joint Accounts -FDIC Insurance for IRA/LLCs, Solo 401(k)'s, and IRAs -What is pass-through FDIC insurance -What options you have for multiple banking accounts -Bank deposit risks ...
Mar 16, 2023•53 min
Join Mat & Mark in this open forum 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 ---- Connect with me online: - Instagram: https://www.instagram.com/matsorensen/ - Facebook: https://www.facebook.com/MatSo...
Mar 13, 2023•44 min
Mat Sorensen and Mark Kohler outline how self-directed IRAs and solo 401(k)s can invest in private funds. These types of funds Including Hege Funds, Private Equity, Venture Capital, and Private Real Estate funds. Together they discuss the dos and don'ts of the most common fund types and how to use your Self-Directed IRA with one! Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Oth...
Mar 06, 2023•26 min
In today's episode Mat and Mark discuss Lending and notes with your Self-Directed IRA and 401K. Real Estate is the top invested asset here at Directed IRA, and this is how you can take your retirement to the next level. Before investing your hard-earned savings or self-directed IRA into an “alternative” business or real estate investment of another, you need to ask hard questions to the person or company receiving your money. Here are some tips to keep you out of legal trouble and to help you av...
Feb 28, 2023•38 min
Amy Mahjoory was our special guest for the Directed IRA podcast and talked about raising private money for your deals (OPM, other people's money). Amy is a frequent speaker and expert on raising private money for real estate. She's also known in the real estate space as a personality on HGTV's House Hunters. I'll be speaking at Amy's Raising Private Money event in April in Long Beach: https://www.raisingpm.com/liveevent You can also find her at: https://amymahjoory.com https://www.instagram.com/...
Feb 17, 2023•27 min
In todays Webinar Mat and Aaron speak with special guest Josh McCallen on investing in Distressed Assets. Josh McCallen is a nationally recognized hospitality executive, conference speaker, innovator, builder and investor with a track record for developing exceptional resort properties and growing world-class operational teams. In 20 years, McCallen has led luxury residential and hospitality construction programs, served as president of a 400+ person hotel development and management company, and...
Feb 13, 2023•1 hr 5 min
Mat takes the new Secure 2.0 and breaks it into the most important pieces. Answering your questions on the new law changes along the way. To find out more details on Secure 2.0 and the new Law Changes to IRA's and 401K's visit the link below! ---- Secure 2.0 Podcast and Article: https://matsorensen.com/self-directed-ira-investing/huge-changes-iras-401ks-new-budget-law-affects-everyone/ https://directedira.com/ep-82-huge-change-to-iras-and-401ks-new-laws-in-affect/ Directed IRA Homepage: https://...
Feb 07, 2023•39 min
In this episode, Mat and Mark discuss the differences between Solo 401Ks and SEP IRAs; they explain which plan is right for YOU! Article on Solo 401Ks: 2022 Solo 401(k) Contribution Deadlines: Rules, Steps, and Strategies SEP IRA can now be ROTH: EP.82 Huge Change to IRA’s and 401K’s – New Laws in Affect 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:/...
Jan 31, 2023•36 min
Investing in Alternative Assets with an IRA or 401k How the Rich Invest in Alternative Assets and How you can too. Hosted by Mat Sorensen, Aaron Halderman, and Michael Bradley of Bradley Wealth In this webinar we’ll discuss: What are alternative investments? What types of alternative assets exist? Who can invest in alternatives? How do I get started investing in alternatives? What counterparties are involved in the alternative investing process? Why are investors adding alternative assets to the...
Jan 23, 2023•1 hr 21 min
In this episode, Mat and Mark discuss Transfers and Rollovers. And practicing not leaving any money on the table. ---- Leave your questions in the comment section below! 🔊 Found this video helpful? Click the Like bottom & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. --- Learn how to take control of your retirement - https://directedira.com/ Self-directed IRA Podcast - https://matsorensen.com/podcast/ Be an expert/shop my product...
Jan 17, 2023•25 min
Mat and Mark discuss savings habits, matching, and how to maximize retirement account contributions. ---- Leave your questions in the comment section below! 🔊 Found this video helpful? Click the Like bottom & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. --- Learn how to take control of your retirement - https://directedira.com/ Self-directed IRA Podcast - https://matsorensen.com/podcast/ Be an expert/shop my products - https://m...
Jan 06, 2023•23 min
Did the Grinch or Santa Claus come to town? Biden signs the new bill... What does this mean for small business owners?? Want to know all about this topic? Visit my website to read the full article - Huge Changes to IRAs and 401(k)s in New Budget Law that Affects Everyone - https://matsorensen.com/self-directed... Connect with me online: - Instagram: https://www.instagram.com/matsorensen/ - Facebook: https://www.facebook.com/MatSorensenS.. . - LinkedIn: https://www.linkedin.com/in/matsorensen/ - ...
Jan 04, 2023•37 min
How much do you need in your IRA or 401k to retire? The Formula You Will Need. Hosted by Mat Sorensen, bestselling author of The Self Directed IRA Handbook, and Aaron Halderman, COO of Directed IRA. In this webinar we will discuss: Get clarity on your numbers. Know how to create an actionable retirement plan. Set yourself up for success in 2023. Register to get your questions answered Live by Mat and Aaron. in our next Webinar! https://directedira.com/webinar/ Schedule a Free 15-minute new accou...
Dec 28, 2022•1 hr 3 min
Roth IRAs can be established and funded for high-income earners by using what is known as the “back door” Roth IRA contribution method. Many high-income earners believe that they can’t contribute to a Roth IRA because they make too much money and/or because they participate in a company 401k plan. Fortunately, this thinking is wrong. While direct contributions to a Roth IRA are limited to taxpayers with income in excess of $140,000 ($218,000 for married taxpayers, 2023), those whose income excee...
Dec 09, 2022•30 min
Roth conversions remain popular as many fear that tax rates will only increase in the next few years, so why not convert now at lower tax rates and let the account grow and come out tax-free at retirement? Remember, if you have a traditional IRA or 401(k), then that money grows tax-deferred, but you pay tax on the money as it is drawn out at retirement. If you have traditional dollars where you obtained tax deductions for those contributions, you then have to pay tax on the amount you want to co...
Dec 01, 2022•33 min
This podcast was hosted by Mat Sorensen, bestselling author of The Self Directed IRA Handbook, and Aaron Halderman, COO of Directed IRA with special guest Bill Predebon, Founder/President, Creative Solutions Investments, LLC. Creative Solutions Investments, LLC, (CSI, LLC) is a Real Estate Investing Company, specializing in Fix and Flip short-term investments, creative financing, and creative investing strategies. Ultimately, long-term buy and hold strategies. In this podcast, they discussed: Fu...
Nov 22, 2022•1 hr 7 min
Bestselling authors, Mat Sorensen of, "The Self-Directed IRA Handbook," and Mark J. Kohler, "The Tax & Legal Playbook," answer your questions on buying alternative assets with retirement accounts including: • Investing in a start-up with a Roth IRA. • What happens to a 401k or self-directed IRA that has invested in a syndication when retiring. • How to best plan for Required Minimum Distribution (RMD). • The difference between a Trust Company vs. Third Party Administrator (TPA). • What you n...
Nov 14, 2022•41 min
Mat Sorensen and Mark J. Kohler explain everything you need to know about the increased contribution limits for 2023. They walk through the rules and common strategies people use to get more money into their retirement accounts. They show how to avoid jacking up your account. This episode will have you perfectly prepared to max out your retirement account! Solo 401k Special 2023 - Learn more Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDi...
Nov 07, 2022•31 min
As a real estate professional, you can have a major edge. There is $35 trillion in retirement accounts in the U.S. that can buy real estate! Bestselling authors, Mat Sorensen and Mark J. Kohler explain a powerful strategy to sell more real estate and walk you through the structure of it step-by-step (you can see the whiteboard diagramming via the YouTube link). Are you a realtor? Are you using a tax free bucket? There are so many gems in this podcast episode that will get you excited about real ...
Nov 02, 2022•27 min
How can you be the best parents? Get your kids saving! Bestselling authors, Mat Sorensen and Mark J. Kohler share their real-life experiences of how they got their kids set up with Roth IRAs. In this podcast episode, they walk you through the exact steps to create a legacy for your children. They also provide a very useful tax tool to be able to turbo-charge saving with small steps. When you help your kids understand money, they have the ability to build wealth. Get a pad and pen ready because y...
Oct 25, 2022•29 min
In this Podcast Mat Sorensen, CEO and Aaron Halderman, COO of Directed IRA discussed everything you need to know about Solo 401(k)s including: 4 Key Points to Consider When Using a Solo 401(k) Do I Need an LLC to have a Solo 401(k) What are the Qualifications What is a Side-door Solo 401(k) Increased Contribution Limits for 2022 UDFI Tax Contribution Deadlines: Rules, Steps, and Strategies Mat & Aaron also answered numerous Solo 401k questions regarding account qualification and types of str...
Oct 17, 2022•56 min
The IRA LLC and Checkbook IRA is one of the best tax savings tools. It provides many opportunities but you’ve got to know the rules to avoid making mistakes. Think of this podcast episode as your “IRA LLC Safety Class,” led by Mat Sorensen and Mark J. Kohler as they guide you past possible pitfalls including: Wrong Set up for Your IRA LLC or Checkbook IRA. Why You Must Respect The Prohibited Transaction Rules. Incorrectly Putting Money into Your IRA. Misunderstanding Taking a Distribution. The C...
Oct 10, 2022•34 min
You asked and bestselling authors, Mat Sorensen & Mark J. Kohler answered your self-directing IRA questions! Can you self-direct in a multi-family syndication with a self-directed Roth IRA? Is UBIT or UDFI due with a debt structure? Can you own an AirBnB Rental property outside the U.S. in an IRA? These were a handful of the many questions tax attorneys and bestselling authors, Mat Sorensen & Mark J. Kohler answered on self-directing with an IRA. In this Directed IRA Podcast episode they...
Sep 27, 2022•55 min
Mat Sorensen, bestselling author of "The Self Directed IRA Handbook" interviewed Jamison Manwaring, a former Goldman Sachs equity analyst turned real estate syndicator for multi-family real estate. He explained how he does investment analysis to determine when to buy, sell or hold. Jamison has bought hundreds of units as Co-Founder and CEO of Neighborhood Ventures. He clarified why real estate multi-family can be a great hedge against inflation. Mat and Jamison also talked about: Making investme...
Sep 16, 2022•57 min
This episode is a "Must listen," to for any parent! Total Student Loan Debt is $1.75 trillion. The average amount per borrower is $29,000. There are 2.4 million retirees who struggle to pay student loan debt aged 62 and older. What is the best strategy for parents to pay for their kid's college debt free? Mat Sorensen and Mark J. Kohler talk about account types you can use and how to save in a tax favored way. They explain the benefits of Coverdell ESAs, 529 and Roth IRAs and, which accounts to ...
Sep 07, 2022•42 min
If you only had $5,000, would you put it in a Roth IRA or a Health Savings Account (HSA) account? Watch The Great Debate between tax attorneys and bestselling authors, Mat Sorensen & Mark J. Kohler on how to best grow your money tax-free. Some key comparisons: ANNUAL CONTRIBUTIONS HSA gives you a tax deduction. You can contribute Single $3,650 and Family $7,300. Roth IRA has no tax deduction. You can contribute $6,000 per person + $1,000 if 50 or older. Roth IRA for Kids with income. GROWTH ...
Aug 31, 2022•20 min
Is there a deal you're considering? Are you aware of the investment risks? You need to ask yourself some hard questions to protect yourself. Here are the top 10 tips on how to minimize your risk with a simple, yet powerful list of questions that will show you how to negotiate like a serious investor and to protect you from bad deals. In this episode, Mat Sorensen and Mark J. Kohler not only talk in detail about how to analyze if a deal is a good fit for you, we give real life examples to help yo...
Aug 22, 2022•39 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...
Aug 16, 2022•56 min
