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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.

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    Copyright: © 2023 Directed IRA Podcast

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    Latest Episodes:
    OPEN FORUM SHOW - Self-Directed Retirement Plan Questions Mar 25, 2022
    Show notes

    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


    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



    Real Estate Development in an IRA Mar 22, 2022
    Show notes

    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

    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



    Deadlines for 2021 Contributions: There's Still Time Mar 04, 2022
    Show notes

    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

    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



    IRA/LLC for Staking, Defi, & Crypto Feb 25, 2022
    Show notes

    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

    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 SHOW - Self-Directed Retirement Plan Questions Feb 22, 2022
    Show notes

    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

    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



    Invest Your IRA in a Start-up or Small Business Feb 10, 2022
    Show notes

    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

    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



    Saving for College: 529 v Coverdell v ROTH IRA Jan 24, 2022
    Show notes

    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

    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 SHOW - Self-Directed Retirement Plan Questions Jan 14, 2022
    Show notes

    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

    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



    The Truth about IRA/LLCs: Alive and Well Jan 01, 2022
    Show notes

    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.


    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 before Year-End: Live Free or Die Hard Dec 20, 2021
    Show notes

    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.

    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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