Directed IRA Podcast

Mark and Mat provide a comprehensive breakdown of what NOT to do. From common mistakes to lesser-known pitfalls, we've got you covered! 

Join us as we unravel the confusing bits and provide tips to safeguard your retirement funds.

This episode reveals the top ten mistakes you should avoid when managing your self-directed IRA. From misunderstandings about prohibited transactions to tricky tax implications, Mark and Mat guide you through the dos and don'ts of self-directed retirement investing.

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

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 2023 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

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

Join Mat & Mark in this open forum as they answer 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.

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

In this YouTube video, we dive into the fascinating world of Self-Directed IRAs. Our hosts, Mat and Mark, are joined by special guests Randy Luebke, a financial advisor and co-author of Marks book, and John Shekarchi, an experienced Self-Directed IRA investor, Partner at Directed IRA and lawyer. They share their insights and personal experiences with Self-Directed IRAs, shedding light on the incredible possibilities these retirement accounts offer.

Randy Luebke explains the importance of working with independent fiduciary investment advisors, ensuring you get unbiased advice for your retirement investments. John Shekarchi provides valuable insights and stories from his journey with Self-Directed IRAs, giving viewers a glimpse of the exciting opportunities available.

If you're interested in taking control of your retirement funds and exploring alternative investments, this video is a must-watch. Discover how you can invest your retirement savings beyond traditional stocks and bonds. Don't miss out on the chance to learn from the experts and gain financial independence in your golden years.

For more in-depth discussions and exclusive content, be sure to visit SDIRASummit.com and consider purchasing recordings of the Self-Directed IRA Summit to further your knowledge and make informed investment decisions. Join us on this informative journey into the world of Self-Directed IRAs!

- Learn about the history of self-directed IRAs and the challenges some investors face when trying to break free from the Wall Street mold.
- Discover the importance of working with independent fiduciary investment advisors to navigate the world of self-directed IRAs.
- Get insights from John and Randy, who share their success stories and provide valuable mentorship in the self-directed IRA space.

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

Join Mat and Mark as they discuss Checkbook IRA/LLC's the structure that surrounds them and the documents needed to get it right the first time!

About IRA LLC's/Checkbook IRA

An IRA/LLC is an investment structure whereby an IRA invests capital into a newly created limited liability company (“LLC”). The IRA owns the LLC units just like your IRA can own Coca-Cola corporation stock. This IRA/LLC structure has been popular amongst real estate investors and other investors who regularly invest in alternative assets with their retirement accounts. A common IRA/LLC structure is one where the IRA invests a designated amount of cash into the LLC in exchange for 100% of the membership units of the LLC. The LLC then in turn acquires the intended investment asset. For example, a rental property. An IRA/LLC can also be formed with numerous IRAs owning the LLC with the ownership allocated between the different IRAs based on the dollars invested.

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

Join Mat Sorensen and guest expert AJ Osborne (300M+ AUM) as they discuss investing in self-storage with personal funds and an IRA or 401k.
 
In this webinar, we discuss:
- Top 3 Reasons You Should Consider Investing in Self-Storage
- Portfolio Case Studies
- What Makes a Good Self-Storage Operator
- Due Diligence, Underwriting, and Rates vs. Rents
- Vacancy and Demographics
- How Do I Get Started Investing in Self Storage?
- Can I use an IRA or Solo 401k to Invest in Self Storage?

About AJ:

AJ is an American entrepreneur, businessman, and investor who owns and manages his self-storage portfolio of over $212 million of assets through his companies Cedar Creek Wealth, Bitterroot Holdings, and Clearwater Benefits.

AJ owns and hosts the largest self-storage podcast, Self Storage Income. As an operator and private owner with over 1.2 million square feet of self-storage, AJ regularly keynotes at national conferences on operations related to investing in, buying, and managing self-storage facilities.

📲 CONNECT WITH AJ Osborne:
=================
Podcast: https://www.youtube.com/@SelfStorageIncome
Instagram: https://www.instagram.com/ajosborne/
Facebook: https://www.facebook.com/selfstorageincome/
LinkedIn: https://www.linkedin.com/in/aj-osborne-a9b8102b/
Youtube Channel:  https://www.youtube.com/@SelfStorageIncome

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

Join Mat Sorensen and guest expert Nick Fong with Ronival Real Estate, as they discuss his experiences investing internationally since 2004.

Self-Directed IRAs, 401Ks, and other qualified plans, not only can buy, own, and hold investment property here in the U.S., but they can also invest them in International Property. They discuss the in’s and out’s to investing internationally with your self-directed IRAs.

Nick Fong discusses his experiences investing internationally and what made him move his real estate operation from Chicago, Illinois to Los Cabos, Mexico.

📲 CONNECT WITH NICK FONG:
=================
Podcast: The Nick Fong Podcast
Instagram: https://www.instagram.com/nickfong_ronival/
Facebook: https://www.facebook.com/fongna
LinkedIn: https://www.linkedin.com/in/ronival/
Youtube Channel: https://www.youtube.com/watch?v=ml7bmXMmBR8&list=PLJymzBKL1plQlK-29ACgzUwM8aUlp1sQD&pp=iAQB

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

Mat and Mark answer a crucial question: Should the average person self-direct? They dissect this query, sharing their insights on who should seriously consider self-directed IRAs and why.

Discover three types of people who are excellent candidates for self-directed investing and three who might not be. Mat and Mark also emphasize the importance of knowledgeable CPAs, financial advisors, and professionals in helping clients make informed decisions about their retirement funds.

If you're curious about self-directed IRAs, want to explore alternative investment options beyond Wall Street, or simply want to gain financial freedom, this podcast episode is a must-listen. Don't miss out on learning how you can take control of your retirement with Directed IRA!

For more valuable information on self-directed IRAs, check out DirectedIRA.com and their upcoming Self-Directed IRA Summit on October 20-21st, 2023. Whether you're a seasoned investor or just getting started, this episode has something for everyone. Tune in now!

To Learn More about the Self-Directed IRA Summit Visit:
https://sdirasummit.com


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

Learn how to take control of your retirement - https://directedira.com/

Self-directed IRA Podcast - https://matsorensen.com/podcast/

Shop my products - https://shop.matsorensen.com/

Blog & Articles - https://matsorensen.com/blog/

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Connect with Mat online:
- Instagram: https://www.instagram.com/matsorensen/
- Facebook: https://www.facebook.com/mat.sorensen.1
- LinkedIn: https://www.linkedin.com/in/matsorensen/
- Twitter: https://twitter.com/matsorensen
- YouTube: https://www.youtube.com/@MatSorensen

Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions.

Diving deep into 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

We're excited to present a special webinar recording with guest expert, Kris Krohn, a seasoned real estate expert. You will discover the potential of single-family home investments in the current economic landscape.
 
In this webinar, you will learn actionable insights, real-world case studies, the power of self-directed IRAs in the single-family-home market, and how to generate above-average real estate returns.

📲 CONNECT WITH KRIS:
=================
Podcast https://www.kriskrohnshow.com
Instagram https://www.instagram.com/kriskrohn/
Facebook https://www.facebook.com/MentorwithKris
Twitter https://twitter.com/kriskrohnmentor
LinkedIn https://www.linkedin.com/in/mentorwit...
Youtube Channel: https://www.youtube.com/@KrisKrohn
TikTok https://vm.tiktok.com/HQYU1v/
Blog http://blog.kriskrohn.com
Audible http://rdrurl.com/kriskrohnaudible

To get a copy of Kris's Real Estate track record and a custom Real Estate game plan visit:

https://www.kriskrohn.com/more


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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

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To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast

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