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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:
    Getting money in and out of your IRA without screwing it up Dec 10, 2021
    Show notes

    Mat and Mark break down the procedures and rules for 'contributions' and 'distribution'.

    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



    Legislation Update and Open Forum Nov 25, 2021
    Show notes

    Join Mark and Mat as they answer difficult tax, legal, and business questions from around the nation. To listen or search for prior episodes, or sign up for their free weekly newsletter, visit: www.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



    OPEN FORUM SHOW - Self-Directed Retirement Plan Questions Nov 01, 2021
    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



    Buying and Selling Land in Your IRA Oct 04, 2021
    Show notes

    In this Podcast, we covered buying raw land in your IRA or Solo 401(k) for investment holding or to be improved and sold for profit. Mat and Mark explain the prohibited transaction issues, structuring problems, and when taxes may apply when doing certain development or improvement activities.

    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



    Fixing an Excess Roth Contribution Sep 30, 2021
    Show notes

    Mark and Mat explain when you need to fix an excess Roth contribution in the event your income exceeded Roth contribution requirements.

    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 - Roth IRAs For Everyone Sep 16, 2021
    Show notes

    Mark and Mat outline the Backdoor Roth ira process and how you can contribute to a Roth IRA even if your income exceeds the income limits and even if you max out your 401k.

    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 Flip Real Estate in an IRA Sep 08, 2021
    Show notes

    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.

    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 Mine Crypto In Your IRA Aug 26, 2021
    Show notes

    In this episode of the Directed IRA Podcast, Mat and Mark break down mining crypto in your IRA.
    Visit directedira.com for more information.

    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 Aug 11, 2021
    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



    Getting Unstuck With Self-Directing Jul 30, 2021
    Show notes

    Mark and Mat explain ways people get stuck when it comes to self-directing their retirement account (not enough money, don't have a deal) and give ideas and strategies on how to get unstuck so that you can self-direct into the types of assets you know and want in your accounts such as real estate, notes, crypto, small businesses, LLCs, and private companies and funds.

    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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