This podcast was hosted by Mat Sorensen, bestselling author of The Self Directed IRA Handbook, and Aaron Halderman, COO of Directed IRA with special guest Bill Predebon, Founder/President, Creative Solutions Investments, LLC. 

Creative Solutions Investments, LLC, (CSI, LLC) is a Real Estate Investing Company, specializing in Fix and Flip short-term investments, creative financing, and creative investing strategies. Ultimately, long-term buy and hold strategies.

In this podcast, they discussed:

• Funding your deals including joint ventures, partnerships, and capital investments secured by DOT, among others.
• Using other people's IRAs to invest in real estate and more.
• Expanding your existing real estate business if you are a real estate broker or investor.

They also answered deal funding questions Live!

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/

Other:

Mat Sorensen: https://matsorensen.com

Mark J. Kohler: https://markjkohler.com/ 

KKOS: https://kkoslawyers.com

Main Street Business https://mainstreetbusiness.com

Bestselling authors, Mat Sorensen of, "The Self-Directed IRA Handbook," and Mark J. Kohler, "The Tax  & Legal Playbook," answer your questions on buying alternative assets with retirement accounts including: 

• Investing in a start-up with a Roth IRA.
• What happens to a 401k or self-directed IRA that has invested in a syndication when retiring.
• How to best plan for Required Minimum Distribution (RMD).
• The difference between a Trust Company vs. Third Party Administrator (TPA).
• What you need to know about FDIC Insurance when investing in alternative assets.
• Understand the Side Door Solo 401k.

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/

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 for 2023. They walk through the rules and common strategies people use to get more money into their retirement accounts. They show how to avoid jacking up your account. This episode will have you perfectly prepared to max out your retirement account!

 Solo 401k Special 2023 - Learn more

For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

Other:

Mat Sorensen: https://matsorensen.com

Mark J. Kohler: https://markjkohler.com/ 

KKOS: https://kkoslawyers.com

Main Street Business https://mainstreetbusiness.com

As a real estate professional, you can have a major edge. There is $35 trillion in retirement accounts in the U.S. that can buy real estate! Bestselling authors, Mat Sorensen and Mark J. Kohler explain a powerful strategy to sell more real estate and walk you through the structure of it step-by-step (you can see the whiteboard diagramming via the YouTube link). Are you a realtor? Are you using a tax free bucket? There are so many gems in this podcast episode that will get you excited about real estate investing with IRAs. 

Additional Resources:

• Download ”Investing in Real Estate with an IRA” Quick Start Guide
• Listen to The Power of The Solo 401k Episode on Main Street Business Podcast 
• Solo 401k Special - Learn more

For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

Other:

Mat Sorensen: https://matsorensen.com

Mark J. Kohler: https://markjkohler.com/ 

KKOS: https://kkoslawyers.com

Main Street Business https://mainstreetbusiness.com

How can you be the best parents? Get your kids saving! 
Bestselling authors, Mat Sorensen and Mark J. Kohler share their real-life experiences of how they got their kids set up with Roth IRAs. In this podcast episode, they walk you through the exact steps to create a legacy for your children. They also provide a very useful tax tool to be able to turbo-charge saving with small steps.

When you help your kids understand money, they have the ability to build wealth. Get a pad and pen ready because you’ll want to write down the Kid’s Roth IRA strategy!

For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

Other:

Mat Sorensen: https://matsorensen.com

Mark J. Kohler: https://markjkohler.com/ 

KKOS: https://kkoslawyers.com

Main Street Business https://mainstreetbusiness.com

In this Podcast Mat Sorensen, CEO and Aaron Halderman, COO of Directed IRA discussed everything you need to know about Solo 401(k)s including:

• 4 Key Points to Consider When Using a Solo 401(k)
• Do I Need an LLC to have a Solo 401(k)
• What are the Qualifications
• What is a Side-door Solo 401(k)
• Increased Contribution Limits for 2022
• UDFI Tax
• Contribution Deadlines: Rules, Steps, and Strategies

Mat & Aaron also answered numerous Solo 401k questions regarding account qualification and  types of strategies. 

For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

Other:

Mat Sorensen: https://matsorensen.com

Mark J. Kohler: https://markjkohler.com/ 

KKOS: https://kkoslawyers.com

Main Street Business https://mainstreetbusiness.com

The IRA LLC and Checkbook IRA is one of the best tax savings tools. It provides many opportunities but you’ve got to know the rules to avoid making mistakes.

Think of this podcast episode as your “IRA LLC Safety Class,” led by Mat Sorensen and Mark J. Kohler as they guide you past possible pitfalls including:

• Wrong Set up for Your IRA LLC or Checkbook IRA.
• Why You Must Respect The Prohibited Transaction Rules.
• Incorrectly Putting Money into Your IRA.
• Misunderstanding Taking a Distribution.
• The Consequences of Not Keeping Your LLC Up To Date.
• Operating Incorrectly Your Checkbook IRA with Case Studies.

Take notes and listen to this episode again to maximize the power of IRA LLCs and Checkbook IRAs!

We've added Expert Panels with experience in over 100 different deals on self-directing with alternative assets the 9th Self-Directed IRA Summit. Learn more at: 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

For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

Other:

Mat Sorensen: https://matsorensen.com

Mark J. Kohler: https://markjkohler.com/ 

KKOS: https://kkoslawyers.com

Main Street Business https://mainstreetbusiness.com

You asked and bestselling authors, Mat Sorensen & Mark J. Kohler answered your self-directing IRA questions!  Can you self-direct in a multi-family syndication with a self-directed Roth IRA? Is UBIT or UDFI due with a debt structure? Can you own an AirBnB Rental property outside the U.S. in an IRA? These were a handful of the many questions tax attorneys and bestselling authors, Mat Sorensen & Mark J. Kohler answered on self-directing with an IRA. In this Directed IRA Podcast episode they provided insight on:

• Real Estate in a  a Roth IRA
• Short Term Rentals
• Solo 401k Qualification
• UBIT
• Mega Backdoor Roth
• And more!

For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

Other:

Mat Sorensen: https://matsorensen.com

Mark J. Kohler: https://markjkohler.com/ 

KKOS: https://kkoslawyers.com

Main Street Business https://mainstreetbusiness.com

Mat Sorensen, bestselling author of "The Self Directed IRA Handbook" interviewed Jamison Manwaring, a former Goldman Sachs equity analyst turned real estate syndicator for multi-family real estate. He explained how he does investment analysis to determine when to buy, sell or hold.

Jamison has bought hundreds of units as Co-Founder and CEO of Neighborhood Ventures. He clarified why real estate multi-family can be a great hedge against inflation.

Mat and Jamison also talked about:

• Making investment decisions
• Comparing the stock market to real estate
• How to invest in what you know
• A rate of return formula for analyzing investments
• How to define a risk reward profile
• Dividend yields
• Resell value
• Cashflow vs. capital appreciation
• Tax benefits

Download the presentation slides here.

For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

Other:

Mat Sorensen: https://matsorensen.com

Mark J. Kohler: https://markjkohler.com/ 

KKOS: https://kkoslawyers.com

Main Street Business https://mainstreetbusiness.com

This episode is a "Must listen," to for any parent!

• Total Student Loan Debt is $1.75 trillion.
• The average amount per borrower is $29,000.
• There are 2.4 million retirees who struggle to pay student loan debt aged 62 and older.

What is the best strategy for parents to pay for their kid's college debt free?

Mat Sorensen and Mark J. Kohler talk about account types you can use and how to save in a tax favored way. They explain the benefits of Coverdell ESAs, 529 and Roth IRAs and, which accounts to use first.

Mat and Mark also shared how they helped their kids graduate with zero debt and their own personal journey of what they did to pay for their own college education.

They also explained what NOT to do with a retirement account.

For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

Other:

Mat Sorensen: https://matsorensen.com

Mark J. Kohler: https://markjkohler.com/ 

KKOS: https://kkoslawyers.com

Main Street Business https://mainstreetbusiness.com