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Mat and Mark discuss key points you need to know in order to decide what account types are best for you based on your personal situation and investment objectives. We’ll discuss the qualifications and requirements for each account type. Watch The Great Debate between tax attorneys and bestselling authors, Mat Sorensen & Mark J. Kohler on how to best grow your money tax-free.
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Leave your questions in the comment section below!
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
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🔊 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!
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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.
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* 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.
---
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 -
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 episode of the Directed IRA Podcast, 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.
---
Leave your questions in the comment section below!
🔊 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.
----
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://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/
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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----
Leave your questions in the comment section below!---
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
Investing your IRA into a Small Business is HUGE for getting the ball rolling and staying ahead while avoiding a bank loan. Diversify your investments and start looking into using your IRA or 401K to fund your business and get it off the ground!. Small businesses might need your money.
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://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/
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 Aaron will be joined by Gary Chung for this Webinar recording. Gary has experience with over 50 different deals with Self-Directed IRAs and Solo(k)s. This is the segment where we put CONCEPT into ACTION! We will discuss actual real estate IRA investments. The profits, pitfalls, and lessons in between.
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
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.
🔊 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://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/
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 Sorensen and Mark J. Kohler explain everything you need to know about the increased contribution limits and looming deadlines for 2023. They walk through the rules and common strategies people use to get more money into their retirement accounts. They explain that the time is now to take action on your 2022 contributions and 2023 deadlines. This episode will have you perfectly prepared to max out your retirement account!
Article on Contribution Limits and Deadlines:
https://directedira.com/irs-2023-contribution-limits/
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 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
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 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
In this webinar Mat and Aaron will be speaking with banking expert Jonathan Morris, CEO at Titan Bank, to discuss our most current events around banks collapsing.
Topics Will Include:
-How can you control your financial stability
-Banks collapsing due to bank runs
-FDIC insurance, rules and regulations
-$250k Limit and Joint Accounts
-FDIC Insurance for IRA/LLCs, Solo 401(k)'s, and IRAs
-What is pass-through FDIC insurance
-What options you have for multiple banking accounts
-Bank deposit risks
-What is the Bank Term Funding Program (BTFP)
----
🔊 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.
---
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----
Leave your questions in the comment section below!
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
From the publisher's feed
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…
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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