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    Business

    Directed IRA Podcast

    The Directed IRA Podcast, hosted by attorneys Mat Sorensen and Mark J. Kohler, is the leading source for investors navigating the world of self-directed IRAs and 401(k)s. As co-founders of Directed IRA & Directed Trust Company (directedira.com), Mat and Mark have helped thousands of clients invest in alternative assets using tax-advantaged retirement accounts.

    Episodes cover topics related to self-directing retirement accounts, such as Roth IRAs, Solo 401(k)s, real estate, private equity and venture funds, promissory notes, private placements (PPMs), start-ups, IRA/LLCs (Checkbook IRAs), and the UBIT/UDFI tax rules. The podcast also addresses prohibited transactions and shares real-world examples from investors who have successfully self-directed their retirement for decades.

    Whether you’re a seasoned investor or just getting started, this podcast offers practical, expert-level insights into building wealth through self-directed strategies.

    Mat Sorensen is an attorney, best-selling author of The Self-Directed IRA Handbook, and CEO of Directed IRA & Directed Trust Company, a leading self-directed IRA custodian with nearly $3 billion under administration. He is a national expert on self-directed retirement strategies and a Senior Partner at KKOS Lawyers. Mat also co-hosts The Main Street Business Podcast along with Mark J. Kohler. 

    Mark J. Kohler is a CPA, attorney, best-selling author of six books, and a nationally recognized authority on small business tax and legal strategies. Mark serves as a Senior Partner at KKOS Lawyers and Board Member at Directed IRA Trust Company, which manages over $3 billion in assets. As the founder of the Main Street Certified Tax Advisor Program, Mark has trained thousands of CPAs and Enrolled Agents nationwide, helping millions of small business owners better navigate tax and legal strategies. Mark also co-hosts The Main Street Business Podcast along with Mat Sorensen.

    Advertise

    Copyright: © 2023 Directed IRA Podcast

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    Latest Episodes:
    Investing in Alternative Assets with and IRA or 401k Jan 23, 2023
    Show notes

    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 their portfolios?
    ----
    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://matsorensen.com/products3/
    Blog & Articles - https://matsorensen.com/blog/
    ---
    Connect with me online:
    - Instagram: https://www.instagram.com/matsorensen/
    - Facebook: https://www.facebook.com/MatSorensenS...
    - LinkedIn: https://www.linkedin.com/in/matsorensen/
    - Twitter: https://twitter.com/matsorensen

    For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

    Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/

    Other:

    Mat Sorensen: https://matsorensen.com

    Mark J. Kohler: https://markjkohler.com/

    KKOS: https://kkoslawyers.com

    Main Street Business https://mainstreetbusiness.com



    Putting Your Sleepy IRA and 401K $ to Work: Transfer and Roll Over Rules Jan 17, 2023
    Show notes

    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 products - https://matsorensen.com/products3/
    Blog & Articles - https://matsorensen.com/blog/
    ---
    Connect with me online:
    - Instagram: https://www.instagram.com/matsorensen/
    - Facebook: https://www.facebook.com/MatSorensenS...
    - LinkedIn: https://www.linkedin.com/in/matsorensen/
    - Twitter: https://twitter.com/matsorensen

    For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

    Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/

    Other:

    Mat Sorensen: https://matsorensen.com

    Mark J. Kohler: https://markjkohler.com/

    KKOS: https://kkoslawyers.com

    Main Street Business https://mainstreetbusiness.com



    Your 2023 Savings Goal for Your IRA and 401k. Jan 06, 2023
    Show notes

    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://matsorensen.com/products3/
    Blog & Articles - https://matsorensen.com/blog/
    ---
    Connect with me online:
    - Instagram: https://www.instagram.com/matsorensen/
    - Facebook: https://www.facebook.com/MatSorensenS...
    - LinkedIn: https://www.linkedin.com/in/matsorensen/
    - Twitter: https://twitter.com/matsorensen

    For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

    Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/

    Other:

    Mat Sorensen: https://matsorensen.com

    Mark J. Kohler: https://markjkohler.com/

    KKOS: https://kkoslawyers.com

    Main Street Business https://mainstreetbusiness.com



    HUGE CHANGES TO IRA'S AND 401 K'S - NEW LAWS IN AFFECT Jan 04, 2023
    Show notes

    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/
    - Twitter: https://twitter.com/matsorensen

    For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

    Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/

    Other:

    Mat Sorensen: https://matsorensen.com

    Mark J. Kohler: https://markjkohler.com/

    KKOS: https://kkoslawyers.com

    Main Street Business https://mainstreetbusiness.com



    How much do you need in your IRA or 401k to retire? Dec 28, 2022
    Show notes

    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 account phone appointment with one of our experienced Senior Account Executives regarding a Real Estate IRA or a Self-Directed IRA.
    https://directedira.com/appointment
    ----
    🔊 Found this video helpful? Click the Like button & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. Don't forget to leave your questions in the comment section below!
    ---
    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 expert author at Cryptopedia. He is a go-to guest speaker for financial, tax, and legal podcasts, Live events, and conferences.
    ----
    * Did you know you can invest assets owned by your self-directed IRA more efficiently? To Set Up Your New Account With A Specialist visit https://directedira.com/appointment/.
    * Discover the benefits of using an IRA/LLC, also known as a “checkbook control IRA.” Visit KKOS Lawyers to get help setting up your single-member IRA/LLC, call KKOS Lawyers at (888) 801-0010, or visit their website at https://www.kkoslawyers.com.
    * Check out Mat Sorensen’s Self-Directed IRA Podcast, new episodes every Monday. Submit your questions, listen, search for prior episodes, and sign up for the Directed IRA Weekly Free Newsletter, visit https://directedira.com/podcast
    ----
    Most Popular Products:
    - The Self-directed IRA 2022 Recordings https://shop.matsorensen.com/products...
    - The Self-Directed IRA Handbook: https://matsorensen.com/products3
    - The Total SDIRA Bundle (The Self-Directed IRA Handbook, Second Edition (eBook Version), The Self-Directed IRA Handbook Video Series, SPRING 2022 SDIRA Summit Video Series, and FALL 2022 SDIRA Summit Video Series) https://shop.matsorensen.com/products...

    For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

    Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/

    Other:

    Mat Sorensen: https://matsorensen.com

    Mark J. Kohler: https://markjkohler.com/

    KKOS: https://kkoslawyers.com

    Main Street Business https://mainstreetbusiness.com



    Backdoor Roth IRA for 2023 and Beyond Dec 09, 2022
    Show notes

    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 exceeds these amounts may make annual contributions to a non-deductible traditional IRA and then convert those amounts over to a Roth IRA.
    ----
    Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding a Real Estate IRA or a Self-Directed IRA. https://directedira.com/appointment

    For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

    Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/

    Other:

    Mat Sorensen: https://matsorensen.com

    Mark J. Kohler: https://markjkohler.com/

    KKOS: https://kkoslawyers.com

    Main Street Business https://mainstreetbusiness.com



    Roth Conversions and Chunking Before Year End Dec 01, 2022
    Show notes

    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 convert to Roth.
    ----
    Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding a Real Estate IRA or a Self-Directed IRA.
    https://directedira.com/appointment
    ----
    🔊 Found this video helpful? Click the Like button & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. Don't forget to leave your questions in the comment section below!
    ---
    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 expert author at Cryptopedia. He is a go-to guest speaker for financial, tax, and legal podcasts, Live events, and conferences.
    ----
    * Did you know you can invest assets owned by your self-directed IRA more efficiently? To Set Up Your New Account With A Specialist visit https://directedira.com/appointment/.
    * Discover the benefits of using an IRA/LLC, also known as a “checkbook control IRA.” Visit KKOS Lawyers to get help setting up your single-member IRA/LLC, call KKOS Lawyers at (888) 801-0010, or visit their website at https://www.kkoslawyers.com.
    * Check out Mat Sorensen’s Self-Directed IRA Podcast, new episodes every Monday. Submit your questions, listen, search for prior episodes, and sign up for the Directed IRA Weekly Free Newsletter, visit https://directedira.com/podcast
    ----
    Most Popular Products:
    - The Self-directed IRA 2022 Recordings https://matsorensen.com/product/sprin...
    - The Self-Directed IRA Handbook: https://matsorensen.com/products3
    - The Total SDIRA Bundle (The Self-Directed IRA Handbook, Second Edition (eBook Version), The Self-Directed IRA Handbook Video Series, SPRING 2022 SDIRA Summit Video Series, and FALL 2021 SDIRA Summit Video Series) https://matsorensen.com/product/total...
    ---
    Stay connected with Mat on:
    - Instagram: https://www.instagram.com/matsorensen
    - Facebook: https://www.facebook.com/MatSorensenS...
    - LinkedIn: https://www.linkedin.com/in/matsorensen/
    - Twitter: https://twitter.com/matsorensen
    - TikTok: https://tiktok.com/sorensenmat

    For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

    Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/

    Other:

    Mat Sorensen: https://matsorensen.com

    Mark J. Kohler: https://markjkohler.com/

    KKOS: https://kkoslawyers.com

    Main Street Business https://mainstreetbusiness.com



    How To Fund Your Deal With Other People's IRAs Nov 22, 2022
    Show notes

    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:

    • Funding your deals including joint ventures, partnerships, and capital investments secured by DOT, among others.
    • Using other people's IRAs to invest in real estate and more.
    • Expanding your existing real estate business if you are a real estate broker or investor.

    They also answered deal funding questions Live!
    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 their Weekly Free Newsletter, visit https://directedira.com/podcast

    For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

    Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/

    Other:

    Mat Sorensen: https://matsorensen.com

    Mark J. Kohler: https://markjkohler.com/

    KKOS: https://kkoslawyers.com

    Main Street Business https://mainstreetbusiness.com



    Open Forum - Self-Directed IRA Q&A on Start-Ups, Syndicates, RMD, Crypto, FDIC, Side Door Solo 401k Nov 14, 2022
    Show notes

    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 need to know about FDIC Insurance when investing in alternative assets.
    • Understand the Side Door Solo 401k.

    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 their Weekly Free Newsletter, visit https://directedira.com/podcast


    For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

    Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/

    Other:

    Mat Sorensen: https://matsorensen.com

    Mark J. Kohler: https://markjkohler.com/

    KKOS: https://kkoslawyers.com

    Main Street Business https://mainstreetbusiness.com



    New Contribution Limits 2023 Nov 07, 2022
    Show notes

    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

    For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

    Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/

    Other:

    Mat Sorensen: https://matsorensen.com

    Mark J. Kohler: https://markjkohler.com/

    KKOS: https://kkoslawyers.com

    Main Street Business https://mainstreetbusiness.com



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