Join Mat Sorensen this open forum as he answer's 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. 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. <a href='https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa25VWU5nWDRuWWl4ZzhIc29WOXp5ODJrcW12Z3xBQ3Jtc0tseHdSTWdPZ1hmd1NIb3l5c284ZlpVU0RFU203WVhLb1FhcWVoOENCLVJuREh6VHBqWnhkajRRc2ZPVDdWQ3ctTzBBaGdQT3h0M1BjdVVvOW1xM2pQamo0UjhDVUpSVGg2a2Z5djlScllVSjZBRk52WQ&q=https%3A%2F%2Fdirectedira.com%2Fappointment&v=pQo1po5LrAw'>https://directedira.com/appointment</a> To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit <a href='https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbXU2ZEJYV2tSTXpfNVM3SFAyT01QOW1DdTlYZ3xBQ3Jtc0trSFNzVzQ1cm56QUFZd3FoSjFtZ3RZNG1MRnFTbUo3VDVKQ19uejhBeGVQS3hjMmQzaWdQUjdtcUR3QW1mdFdoMUVGOVVXbnREaWpoakpqbXpTN1lWT212SmpHcndMQ2VjQ0U0Q0V6U2o2SnZKWTdZRQ&q=https%3A%2F%2Fdirectedira.com%2Fpodcast&v=pQo1po5LrAw'>https://directedira.com/podcast</a>

Join Mat Sorensen this open forum as he answer's 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. 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

Join Mat Sorensen this open forum as he answer's 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. 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. <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqa25VWU5nWDRuWWl4ZzhIc29WOXp5ODJrcW12Z3xBQ3Jtc0tseHdSTWdPZ1hmd1NIb3l5c284ZlpVU0RFU203WVhLb1FhcWVoOENCLVJuREh6VHBqWnhkajRRc2ZPVDdWQ3ctTzBBaGdQT3h0M1BjdVVvOW1xM2pQamo0UjhDVUpSVGg2a2Z5djlScllVSjZBRk52WQ&amp;q=https%3A%2F%2Fdirectedira.com%2Fappointment&amp;v=pQo1po5LrAw" rel="noopener noreferrer">https://directedira.com/appointment</a> To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbXU2ZEJYV2tSTXpfNVM3SFAyT01QOW1DdTlYZ3xBQ3Jtc0trSFNzVzQ1cm56QUFZd3FoSjFtZ3RZNG1MRnFTbUo3VDVKQ19uejhBeGVQS3hjMmQzaWdQUjdtcUR3QW1mdFdoMUVGOVVXbnREaWpoakpqbXpTN1lWT212SmpHcndMQ2VjQ0U0Q0V6U2o2SnZKWTdZRQ&amp;q=https%3A%2F%2Fdirectedira.com%2Fpodcast&amp;v=pQo1po5LrAw" rel="noopener noreferrer">https://directedira.com/podcast</a>

Directed IRA: Open Forum, Answering your Self-Directed Questions

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 &amp; Directed Trust Company (<a href="https://directedira.com">directedira.com</a>), 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 &amp; 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.&nbsp;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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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.

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 &amp; Directed Trust Company (<a href="https://directedira.com" rel="noopener noreferrer">directedira.com</a>), 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 &amp; 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.&nbsp;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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Directed IRA: Open Forum, Answering your Self-Directed Questions

Directed IRA: Open Forum, Answering your Self-Directed Questions

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