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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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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
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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
Mat Sorensen and Mark Kohler outline how self-directed IRAs and solo 401(k)s can invest in private funds. These types of funds Including Hege Funds, Private Equity, Venture Capital, and Private Real Estate funds. Together they discuss the dos and don'ts of the most common fund types and how to use your Self-Directed IRA with one!
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 today's episode Mat and Mark discuss Lending and notes with your Self-Directed IRA and 401K. Real Estate is the top invested asset here at Directed IRA, and this is how you can take your retirement to the next level. Before investing your hard-earned savings or self-directed IRA into an “alternative” business or real estate investment of another, you need to ask hard questions to the person or company receiving your money. Here are some tips to keep you out of legal trouble and to help you avoid bad investments or structures.
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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.
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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/MatSorensenSDIRA/
- 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
Amy Mahjoory was our special guest for the Directed IRA podcast and talked about raising private money for your deals (OPM, other people's money).
Amy is a frequent speaker and expert on raising private money for real estate. She's also known in the real estate space as a personality on HGTV's House Hunters.
I'll be speaking at Amy's Raising Private Money event in April in Long Beach:
https://www.raisingpm.com/liveevent
You can also find her at:
https://amymahjoory.com
https://www.instagram.com/amymahjoory/
https://www.linkedin.com/in/amy-mahjoory-bb299511/
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://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
In todays Webinar Mat and Aaron speak with special guest Josh McCallen on investing in Distressed Assets.
Josh McCallen is a nationally recognized hospitality executive, conference speaker, innovator, builder and investor with a track record for developing exceptional resort properties and growing world-class operational teams.
In 20 years, McCallen has led luxury residential and hospitality construction programs, served as president of a 400+ person hotel development and management company, and built numerous businesses and brands worth more than $150,000,000.
Topics Include:
Live Q&A
Investing in hospitality and resorts
Creating a world-class brand
The importance of core values in your business
Building a successful team to support your investing business
The importance of selling on value, not price
Why Josh sees great opportunity and value in investing in resorts today
Thinking of money as power that you can do for others
What other investors can learn and what Josh's company/fund is doing.
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 takes the new Secure 2.0 and breaks it into the most important pieces. Answering your questions on the new law changes along the way. To find out more details on Secure 2.0 and the new Law Changes to IRA's and 401K's visit the link below!
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Secure 2.0 Podcast and Article:
https://matsorensen.com/self-directed-ira-investing/huge-changes-iras-401ks-new-budget-law-affects-everyone/
https://directedira.com/ep-82-huge-change-to-iras-and-401ks-new-laws-in-affect/
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, Mat and Mark discuss the differences between Solo 401Ks and SEP IRAs; they explain which plan is right for YOU!
Article on Solo 401Ks:
2022 Solo 401(k) Contribution Deadlines: Rules, Steps, and Strategies
SEP IRA can now be ROTH:
EP.82 Huge Change to IRA’s and 401K’s – New Laws in Affect
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 in Alternative Assets with an IRA or 401k
How the Rich Invest in Alternative Assets and How you can too.
Hosted by Mat Sorensen, Aaron Halderman, and Michael Bradley of Bradley Wealth
In this webinar we’ll discuss:
What are alternative investments?
What types of alternative assets exist?
Who can invest in alternatives?
How do I get started investing in alternatives?
What counterparties are involved in the alternative investing process?
Why are investors adding alternative assets to their portfolios?
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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
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, Mat and Mark discuss Transfers and Rollovers. And practicing not leaving any money on the table.
----
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
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 discuss savings habits, matching, and how to maximize retirement account contributions.
----
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
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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