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 savin...
Sep 09, 2024•19 min
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 adv...
Aug 29, 2024•39 min
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 but ...
Aug 22, 2024•29 min
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 in...
Aug 16, 2024•45 min
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...
Aug 01, 2024•31 min
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 ma...
Jul 25, 2024•24 min
This webinar explores real estate opportunities in today’s market with insights from Capital Fund. Learn about current market trends, lucrative investment strategies, and how to navigate the complexities of real estate investing. Discover tips on identifying promising properties, financing options, and maximizing returns in a dynamic market. To Learn More About Capital Fund: https://capitalfund1.com Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.e...
Jul 18, 2024•46 min
Top 10 Frequently Asked Questions About Self-Directed IRAs Welcome to the Directed IRA podcast! In this episode, we tackle the top ten most frequently asked questions about self-directed IRAs. If you're curious about investing your IRA in assets like real estate, private companies, crypto startups, or private funds, this episode is for you. Join us as we share insights from over a decade of experience in the industry. We’ve had countless discussions with clients and have honed in on the key info...
Jul 11, 2024•43 min
Mat and Mark explain how you can leverage your IRA or 401K to invest in real estate, from rental properties to private lending and syndications. Learn the ins and outs of setting up a self-directed IRA, funding it, and managing real estate investments for maximum returns. This episode is packed with valuable insights and practical steps to help you take control of your retirement savings. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirec...
Jul 04, 2024•26 min
Today, we're recording with Jamison Manwaring, co-founder of Neighborhood Ventures. We'll discuss self-directed IRAs and real estate, leveraging IRAs and 401Ks for investments, and Neighborhood Ventures' unique opportunities. Jamison shares insights on Neighborhood Ventures' investment strategy, including its REIT, crowdfunding approach, and current market trends. Topics Covered: - Self-directed IRAs and 401K investments in real estate - Neighborhood Ventures' investment offerings and strategies...
Jun 27, 2024•26 min
Unlock the secrets to long-term wealth, as we dive deep into the world of Roth IRAs. Imagine a retirement account where your investments grow tax-free, you can withdraw contributions without penalties, and your savings are protected from creditors. Sounds too good to be true? Tune in as I walk you through setting up a Roth IRA, whether you're making new contributions, rolling over an old employer Roth 401k, or converting a traditional IRA. We’ll also break down the tax implications of these conv...
Jun 14, 2024•17 min
In this special live episode, we're diving into Self-Directed IRA Summer School. Join us as we answer common questions about self-correcting your IRA and investing in alternative assets. Plus, learn about the Mega Backdoor Roth strategy and more. Don't miss out! 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/Ma...
Jun 12, 2024•56 min
Join us as we explore the benefits of Kids Roth IRAs and how to teach children financial literacy through smart savings and investment strategies. Learn why Kids Roth IRAs are ideal for college savings and retirement, the importance of earned income, and the steps to get started. We'll share practical tips and real-life examples to help you and your children build a strong financial foundation. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/Sel...
May 30, 2024•18 min
Mat sheds light on IRA LLCs, potentially known as Checkbook Control IRAs. He breaks down the intricacies of this structure, highlighting its rules, potential pitfalls, and the power it has over a self-directed IRA and how our clients at Directed IRA stay successful with them. Call a Directed IRA specialist to open your IRA/LLC account! https://directedira.com/appointment/ 🚀 Disclaimer : This podcast is for educational purposes only and does not constitute financial advice. Consult with a qualif...
May 23, 2024•21 min
In this episode, Mat Sorensen and Mark J Kohler discuss the looming crisis of Social Security running out and provide essential strategies for planning ahead. Learn how self-directing your IRA or 401k can serve as a powerful tool to safeguard your financial future amidst the potential loss of Social Security. Don't miss this crucial conversation on securing your retirement and maximizing your wealth-building opportunities. Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Lin...
May 16, 2024•25 min
At Directed IRA, we've witnessed individuals harnessing Self-Directed IRAs for unique investments. The possibilities are endless, from buying cattle to acquiring Mexican soccer teams and even investing in racehorses. With a Self-Directed retirement account, you can explore many investment opportunities. Have a question? Comment, and we'll address it in our upcoming webinar! ---- Interested in a Self Directed IRA? Schedule a New Account Call Today: https://directedira.com/appointment/ ---- Being ...
May 09, 2024•37 min
In this exclusive live audience podcast, recorded at the Self-Directed IRA Summit, @MarkJKohler and I talk about how powerful the tool of self-directing is. Joined by seasoned self-directed investors John Shekachi and Dr. David Anderson, talking about REAL DEALS, making REAL MONEY. Ask Mat: https://matsorensen.com/ask-mat/ Want to get in touch with Mark? Visit his site... https://markjkohler.com Ready to become a tax pro? Join Marks Main Street Business Tax Pros- https://markjkohler.com/the-main...
Apr 25, 2024•51 min
In this episode Mark and I discuss how, Inheriting a retirement account can be overwhelming. Learn the options available for spouses and non-spouse beneficiaries, and discover how to make the most of your inheritance. Find out about the spousal rollover, investment strategies, and the importance of consulting professionals. Navigate the complexities of inherited IRAs with confidence. Don't forget to grab your tickets for the Self-Directed IRA Summit here! Directed IRA Homepage: https://directedi...
Apr 11, 2024•19 min
In this episode, Mat and Mark emphasize the importance of proper beneficiary designations for your retirement accounts. They highlight a critical story that illustrates the significance of updating your beneficiary information, emphasizing that even if you have a will or a trust, your beneficiary designation form trumps all. Don't forget to grab your tickets for the Self-Directed IRA Summit here! Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/S...
Apr 11, 2024•20 min
Join us as we explore the essential guidelines and strategies for gauging your retirement savings progress. Learn about setting clear financial goals, understanding the 4% rule, and supercharging your savings through strategic planning. We'll get into investment strategies and provide age-specific savings targets to help you achieve financial security in your golden years. Tune in to take control of your financial future Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linkt...
Apr 03, 2024•9 min
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...
Apr 02, 2024•40 min
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 29, 2024•34 min
On this weeks Open Forum Live Webinar we talk about the basics of Self-Directing! From navigating prohibited transactions to maximizing retirement contributions, we cover it all. Learn about correction procedures, compliance protocols, and strategies for safeguarding your financial future. Have questions or need further guidance on self-directing your IRA? Reach out to my company Directed IRA, and our team of experts will provide personalized assistance tailored to your needs. Subscribe now and ...
Feb 27, 2024•1 hr 6 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 2024 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 -Answering your questions Directed IRA Homepage: https://directedira.com/ D...
Feb 02, 2024•1 hr 14 min
Join us as we explore the various assets your Self Directed IRA can own, from real estate to private funds and crypto. Discover the benefits and considerations of investing in different assets with your retirement account. As tax and business lawyers, we provide insights into what makes a good investment for your IRA and share examples to help you navigate your investment journey. Key Topics Covered: - Exploring alternative assets for IRAs - Benefits of using IRAs for real estate investment - Un...
Jan 26, 2024•24 min
In this episode of the Directed IRA Podcast, Mark and Mat get into the resurgence of interest in cryptocurrency investing. From Bitcoin hitting new highs to the SEC's approval of ETFs, the crypto landscape is evolving. Key Topics Covered: - Breaking down the process of buying and investing in crypto through IRAs and 401(k)s. - The significance of ETF approval and the involvement of major financial players. - Exploring the growing interest in various cryptocurrencies beyond Bitcoin. - Understandi...
Jan 18, 2024•25 min
Our COO Aaron Halderman and I discuss transforming old employer 401k into a Self Directed IRA or 401K, navigating the intricacies of health and education savings, and choosing the right path between Roth and Traditional IRAs. Whether you're looking to use existing retirement account money or start fresh with new contributions, we've got you covered. Join us as we break down the rules, discuss pain points, and provide practical steps to empower you to take control of your retirement. At Directed ...
Jan 12, 2024•1 hr 8 min
In this episode of the Directed IRA Podcast, Mark and I discuss turning your old employer's 401(k) into a million-dollar powerhouse. Learn how to escape the clutches of Wall Street, avoid high fees, and unlock the true potential of your retirement funds. Discover the Rule of 72 and how your money can double every six years, tax-free. Join the conversation on self-directed IRAs, alternative assets, and the path to financial freedom. Don't miss out on this episode – take control of your retirement...
Jan 11, 2024•31 min
Mat and Mark discuss crucial deadlines for Roth conversions, clarifying the 2023 tax implications and compliance requirements for various LLC-owned retirement accounts. Alongside holiday banter and a touch of festive attire. Discover answers to your pressing questions on self-directed retirement accounts, cost segregation strategies, and the nuances of Solo 401(k) contributions. Uncover insights into VRBO taxes, multifamily and Single Family home purchases, and how to create Tax-Free Real Estate...
Jan 02, 2024•36 min
Welcome to the Direct IRA Podcast! In this episode, we're getting into the ins and outs of Solo 401(k)s – the top self-directed account for the self-employed. Join Mat Sorensen and Nate Hare as they tear apart the complexities of contribution rules, deadlines, and benefits associated with Solo 401(k)s. ⏱️ Timestamps: 00:00:09:00 - Explaining 401(k) Contributions 00:00:43:15 - Solo 401(k) Explained: The Best Retirement Plan? 00:01:07:14 - Dive into Contribution Rules & Deadlines 00:03:31:14 -...
Dec 29, 2023•33 min
