Directed IRA Podcast

By Mat Sorensen and Mark KohlerBusiness Investing

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Directed IRA Podcast episodes

October 10, 20226 Common Mistakes Investors Make with IRA LLCs and Checkbook IRAs
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/
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
34 min
September 27, 2022Open Forum: Your Questions Answered on Real Estate in a Roth IRA, Short Term Rentals, UBIT Tax
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/
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
56 min
September 16, 2022Analyzing Investments for Retirement Accounts
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/
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
57 min
September 07, 2022Student Loan Debt Crisis and The Solution - Coverdell ESAs, 529 and Roth IRAs
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/
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
42 min
August 31, 2022Roth IRA vs. Health Savings Account (HSA): Which Is Better?
If you only had $5,000, would you put it in a Roth IRA or a Health Savings Account (HSA) account?
Watch The Great Debate between tax attorneys and bestselling authors, Mat Sorensen & Mark J. Kohler on how to best grow your money tax-free.
Some key comparisons:
ANNUAL CONTRIBUTIONS
HSA gives you a tax deduction. You can contribute Single $3,650 and Family $7,300.
Roth IRA has no tax deduction. You can contribute $6,000 per person + $1,000 if 50 or older.
Roth IRA for Kids with income.
GROWTH
Both the HSA and Roth IRA grows tax-free.
DISTRIBUTION
Health Savings Account has no tax on distribution BUT ONLY FOR QUALIFYING MEDICAL.
You can distribute contribution and growth at any age.
Roth IRA has no tax on distribution BUT ONLY AT 59.5 OF AGE.
Can distribute for anything.
Contributions can be distributed at any age.
Which account is better?
It depends on the person, their goals, health and finances.
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
This is Directed IRA Podcast: EP68.

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
20 min
August 22, 2022 Investing Strategies! What Would The Bank Do? Top 10 Due Diligence Checklist!
Is there a deal you're considering? Are you aware of the investment risks?
You need to ask yourself some hard questions to protect yourself. Here are the top 10 tips on how to minimize your risk with a simple, yet powerful list of questions that will show you how to negotiate like a serious investor and to protect you from bad deals.
In this episode, Mat Sorensen and Mark J. Kohler not only talk in detail about how to analyze if a deal is a good fit for you, we give real life examples to help you recognize if a deal has red flags!
By the end of this Directed IRA Podcast episode, you'll have an understanding of:
• How to read subscription documents
• The danger of no-risk sky high returns
• If the deal in front of you is good for you
• If the partners involved have your best interests
• The ability to take control of your self-directed IRA investments
Learn more about our upcoming Live events:
The Real Estate Tax Summit, September 29-30, 2022 in Austin, TX
https://realestatetaxsummit.com
The 9th Self-Directed IRA Summit, October 20th & 21st, 2022 in Scottsdale, AZ
https://sdirasummit.com
Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding a Real Estate IRA or a Self-Directed IRA.
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

40 min
August 16, 2022 Open Forum
Join Mat & Mark 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

57 min
July 26, 2022 6 ways to protect your IRA or 401K in a recession
In this webinar Mat Sorensen and Aaron Halderman go over the 6 ways to protect your IRA or 401K in a recession.
* Should you sell your account's assets
* When to hold cash
* Analyzing whether to sell stocks and mutual funds
* Does a Roth Conversion make sense in 2022
* Assets that perform well during a recession
* How alternative investments can help with portfolio diversification
* What are your next steps
Submit your questions, listen, search for prior episodes, and sign up for the Directed IRA 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

1 hr 7 min
July 18, 2022 Raising Capital from IRAs & 401(K)s
Whether you’re trying to raise $50,000 or $50 million, there is $30 trillion in U.S. retirement accounts.

IRAs can always self-direct. Therefore, you are allowed to invest in alternative assets like real estate with an IRA or Solo 401k.

In this video Mat Sorensen and Mark J Kohler show:

•3 Steps to Unlock Money and,

•3 Ways to Raise Capital from IRAs and 401ks.

The 3 strategies Mat and Mark explain in detail are:
Lender
Partner
Investor

Grab a pen and paper to take notes as Mat & Mark reveal many gems on how to successfully raise capital!

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

45 min
July 11, 2022 Open Forum
Join Mat & Mark 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

44 min

About Directed IRA Podcast

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…