Explore IRA investments in precious metals like gold, silver, platinum, palladium, and cryptocurrencies such as Bitcoin, Ethereum, and more! Join us as we get right into the rules, qualifications, storage, and processes involved in investing your IRA in these alternative assets. Discover the distinctions between owning Crypto assets directly versus through funds, and learn about different methods, including a dedicated crypto IRA or setting up an LLC for diversified options. We simplify the comp...
Dec 28, 2023•28 min
Welcome to this week's Directed IRA Special Podcast Episode! Today, we had the opportunity to speak with Chris Loeffler, the CEO of Caliber Wealth. Listen as Chris explains the story of Caliber—a journey from a private small business to a thriving publicly traded company managing Alternative Assets. Join us as Chris shares insights into Caliber's evolution, the real estate market's current landscape, and valuable lessons learned along the way. Whether you're an investor, entrepreneur, or real es...
Dec 20, 2023•1 hr 10 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 $146,000 ($223,000 for married taxpayers, 2024), those whose income excee...
Dec 14, 2023•30 min
Mat and our Executive Director Nate discuss the intricacies of Roth conversions and contributions, addressing questions related to traditional IRA to Roth IRA conversions, the nuances of the five-year rule, considerations for investment opportunities, and rules governing multi-member IRA LLCs. They delve into scenarios where IRA contributions aren't tax-deductible due to high income and touch upon backdoor Roth IRA strategies. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore ...
Dec 07, 2023•31 min
Join Mat and Mark as they discuss end of year Tax Strategies, Retirement Insights & More! From retirement account considerations to last-minute wealth-building insights, discover the secrets the wealthy use to maximize their earnings before the year wraps up. - Explore key tips for keeping more of your hard-earned money while investing smartly. - Learn about tax-saving tactics and little-known nuances of retirement accounts. - Get insights into crucial decisions and actions to take before th...
Nov 29, 2023•31 min
Mark and Mat provide a comprehensive breakdown of what NOT to do. From common mistakes to lesser-known pitfalls, we've got you covered! Join us as we unravel the confusing bits and provide tips to safeguard your retirement funds. This episode reveals the top ten mistakes you should avoid when managing your self-directed IRA. From misunderstandings about prohibited transactions to tricky tax implications, Mark and Mat guide you through the dos and don'ts of self-directed retirement investing. Dir...
Nov 21, 2023•25 min
In this webinar, Mat Sorensen, CEO, and Aaron Halderman, COO of Directed IRA discuss everything you need to know about Solo 401(k)s We cover the following topics: -New Roth Rules for 2023 and Beyond -Contributing 10 times more annually than an IRA -Understanding the necessity of an LLC for a Solo 401(k) -Qualification criteria -Avoiding common mistakes -Exploring the increased contribution limits for 2023 ($66k) and 2024 Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linkt...
Nov 15, 2023•1 hr 5 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 Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a C...
Nov 08, 2023•42 min
In this YouTube video, we dive into the fascinating world of Self-Directed IRAs. Our hosts, Mat and Mark, are joined by special guests Randy Luebke, a financial advisor and co-author of Marks book, and John Shekarchi, an experienced Self-Directed IRA investor, Partner at Directed IRA and lawyer. They share their insights and personal experiences with Self-Directed IRAs, shedding light on the incredible possibilities these retirement accounts offer. Randy Luebke explains the importance of working...
Oct 26, 2023•25 min
Join Mat and Mark as they discuss Checkbook IRA/LLC's the structure that surrounds them and the documents needed to get it right the first time! About IRA LLC's/Checkbook IRA An IRA/LLC is an investment structure whereby an IRA invests capital into a newly created limited liability company (“LLC”). The IRA owns the LLC units just like your IRA can own Coca-Cola corporation stock. This IRA/LLC structure has been popular amongst real estate investors and other investors who regularly invest in alt...
Oct 25, 2023•30 min
Join Mat Sorensen and guest expert AJ Osborne (300M+ AUM) as they discuss investing in self-storage with personal funds and an IRA or 401k. In this webinar, we discuss: - Top 3 Reasons You Should Consider Investing in Self-Storage - Portfolio Case Studies - What Makes a Good Self-Storage Operator - Due Diligence, Underwriting, and Rates vs. Rents - Vacancy and Demographics - How Do I Get Started Investing in Self Storage? - Can I use an IRA or Solo 401k to Invest in Self Storage? About AJ: AJ is...
Oct 17, 2023•1 hr 15 min
Join Mat Sorensen and guest expert Nick Fong with Ronival Real Estate, as they discuss his experiences investing internationally since 2004. Self-Directed IRAs, 401Ks, and other qualified plans, not only can buy, own, and hold investment property here in the U.S., but they can also invest them in International Property. They discuss the in’s and out’s to investing internationally with your self-directed IRAs. Nick Fong discusses his experiences investing internationally and what made him move hi...
Oct 06, 2023•54 min
Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving deep into 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: ht...
Sep 21, 2023•37 min
We're excited to present a special webinar recording with guest expert, Kris Krohn, a seasoned real estate expert. You will discover the potential of single-family home investments in the current economic landscape. In this webinar, you will learn actionable insights, real-world case studies, the power of self-directed IRAs in the single-family-home market, and how to generate above-average real estate returns. 📲 CONNECT WITH KRIS: ================= Podcast https://www.kriskrohnshow.com Instagr...
Sep 14, 2023•1 hr 31 min
In this episode, we break down the deadlines and strategies for contributing to your Solo 401(k) plan. If you're an S Corporation owner or a sole proprietor, this information is crucial. Discover how to reduce your taxable income, set up your Solo 401(k) plan, and start building your retirement nest egg. Don't miss out on these valuable tips and strategies to secure your financial future. AND DONT FORGET, SEPTEMBER 15th IS THE LAST DAY TO CONTRIBUTE! ---- Schedule a Free 15-minute new account ph...
Sep 13, 2023•26 min
In this episode, Mat goes solo to tackle the most pressing Roth IRA questions of 2023. Whether you're considering a Roth IRA or exploring self-directing options, Mat provides thorough answers and valuable insights to help you make informed decisions. Don't miss out on the essential knowledge and tools you need to secure your financial future Top 10 Roth IRA Questions: - How much can I put in? - How big can my account get? - What if I make to much money? - What is a Backdoor Roth IRA and is it le...
Sep 11, 2023•24 min
In this episode, we're diving into an intriguing topic - the unspoken advice from Michael Burry, the mastermind behind "The Big Short," who famously shorted the housing market. Our message is clear - self-direction is the antidote to the stock market's wild swings. He's shorting the S&P 500 and NASDAQ with $1.5 billion, betting that the market will go down, not up. Before you brush this off as just another signal, understand this isn't just about making a quick buck for Burry - it's about ta...
Aug 24, 2023•17 min
Let's talk shop: HGTV Magic vs. the REAL grind. Beyond the glitz, it's sweat – from new builds to lavish renos, even multifamily flips. TV hypes money, but what if profit's are a no-show? Contractors go AWOL? What better way to get to the bottom of this than hearing it from HGTV personality @amymahjoory ! Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding the type of account best for you. https://directedira.com/appointment To ...
Aug 21, 2023•39 min
Join Mat and Mark as they break down the 5 most common mistakes clients make when converting their Traditional IRA money to Roth! 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), that money grows tax-deferred, but you pay tax on it as it is drawn out at retirement. If you have traditional do...
Aug 14, 2023•25 min
An Incredible Alternative Asset Summit- Here are some of the key takeaways and how it can directly apply to Self-Directing! - When vetting an investment sponsor (syndicator, fund manager) ask them about a failure or problem they’ve had on an investment/asset. If they don’t have one, they’re either not being transparent or they haven’t had enough experience in what they do to be investing with them. You want to hear about a struggle they’ve had and how they handled it. Veena Jetti - The middle ma...
Jul 17, 2023•35 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 ---- 🔊 Found this video helpful? Click the Like button & share with others. Subscribe to my channel and click the 🔔 i...
Jul 11, 2023•41 min
How can you be the best parents? Get your kids saving! In this podcast episode, Mat and Mark walk you through the exact steps to create a legacy for your children. They also provide a very useful tax tool 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 you’ll want to write down the Kid’s Roth IRA strategy! ---- Schedule a Free 15-minute new account phone appointment with one of our experienc...
Jun 21, 2023•29 min
Join Mat and Mark as they break down how to set up the perfect structure to partner your IRA with other accounts or individuals and build a mega IRA account; the checkbook LLC is a unique structure many don’t understand. About Mat Sorensen: Mat is the leading national authority of The Self-Directed IRA industry, CEO of Directed IRA, partner at KKOS Lawyers, and best-selling author of “The Self Directed IRA Handbook,” with 40,000+ copies sold. Mat is also a VIP Contributor at Entrepreneur and an ...
Jun 12, 2023•26 min
Veena Jetti is our special guest in this webinar. Veena is founding partner of Vive Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors ($900M+). Veena has over a decade of real estate experience and over $1B+ in real estate assets over her career in both the startup world as well as the corporate world. ---- Connect with Veena! https://www.linkedin.com/in/veena-jetti/ https://www.instagram.com/veenajetti/ https://www.facebook.com/the...
Jun 08, 2023•1 hr 14 min
Mat and Mark discuss key points you need to know in order to decide what account types are best for you based on your personal situation and investment objectives. We’ll discuss the qualifications and requirements for each account type. Watch The Great Debate between tax attorneys and bestselling authors, Mat Sorensen & Mark J. Kohler on how to best grow your money tax-free. --- Leave your questions in the comment section below! Directed IRA Homepage: https://directedira.com/ Directed IRA Ex...
May 31, 2023•23 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 ---- 🔊 Found this video helpful? Click the Like button & share with others. Subscribe to my channel and click the 🔔 i...
May 17, 2023•38 min
In this episode of the Directed IRA Podcast, 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. --- Leave your questions in the comment section below! 🔊 Found this video helpful? Click the Like button & share with others. Subscribe to my channel and click the 🔔 icon for notificati...
May 05, 2023•18 min
Investing your IRA into a Small Business is HUGE for getting the ball rolling and staying ahead while avoiding a bank loan. Diversify your investments and start looking into using your IRA or 401K to fund your business and get it off the ground!. Small businesses might need your money. 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://shop.matsorensen.com/ Blog & Article...
May 01, 2023•26 min
Mat and Aaron will be joined by Gary Chung Our guest has experience with over 50 different deals with Self-Directed IRAs and Solo(k)s.This is the segment where we put CONCEPT into ACTION! We will discuss actual real estate IRA investments. The profits, pitfalls, and lessons in between. 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 &a...
Apr 24, 2023•1 hr 1 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 About Mat Sorensen: Mat is the leading national authority of The Self-Directed IRA industry, CEO of Directed IRA, partner a...
Apr 17, 2023•30 min
