Directed IRA Podcast

By Mat Sorensen and Mark KohlerBusiness Investing

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Typical duration
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Directed IRA Podcast episodes

June 28, 2022 EP 62: Solo 401(k) Required Filings and Avoiding Common Mistakes.
Mat and Mark outline common mistakes made in solo 401(k)s (aka, QRPs) when it comes to creation, documentation, contributions, handling of funds, and filings. They cover plan documents and update requirements (required every 6 years) as well as 5500-EZ solo 401(k) tax return filings.
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

37 min
June 22, 2022 Ep 61: Analyzing a Rental Property & Investing with your Self-Directed IRA
In this webinar/podcast episode Mat Sorensen and Aaron Halderman are Interviewing national real estate expert Marco Santarelli of Norada Real Estate on how to analyze a potential rental property. ⁠
⁠
In this virtual broadcast/webinar we will discuss:⁠
- How to find a good rental property and what you should look for⁠
- How to run the numbers and analyze whether a property would be a good investment for your IRA⁠
- What property types and markets are popular⁠
- How do you get started with as little as $50k in your IRA, and what are your next steps.⁠

Do you need a Real Estate IRA? Open a new account with us at www.directedira.com
Learn how to take control of your retirement - https://directedira.com/
Shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/

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/
TikTok: https://www.tiktok.com/@sorensenmat
YouTube: https://www.youtube.com/@MatSorensen

Websites:
https://directedira.com
https://matsorensen.com
https://kkoslawyers.com
https://mainstreetbusiness.com

1 hr 5 min
June 20, 2022 Ep 61: Analyzing a Rental Property & Investing with your Self-Directed IRA
In this webinar/podcast episode Mat Sorensen and Aaron Halderman are Interviewing national real estate expert Marco Santarelli of Norada Real Estate on how to analyze a potential rental property. ⁠
⁠
In this virtual broadcast/webinar we will discuss:⁠
- How to find a good rental property and what you should look for⁠
- How to run the numbers and analyze whether a property would be a good investment for your IRA⁠
- What property types and markets are popular⁠
- How do you get started with as little as $50k in your IRA, and what are your next steps.⁠

Do you need a Real Estate IRA? Open a new account with us at www.directedira.com
1 hr 5 min
June 06, 2022 How to move my IRA and 401(K) around?
In this podcast episode Mat and Mark discuss how to transfer or rollover your IRA, 401(K), Coverdell, and HSA. Learn how to unlock your retirement account and invest in what you know with a Self-Directed IRA or 401(k). Also, check out: Can I rollover or transfer my existing retirement account to a self-directed IRA? https://directedira.com/faq/#num2
And visit www.directedira.com/podcast for more episodes.
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

32 min
June 01, 2022 Open Forum - Answering your difficult Self-Directed IRA questions
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

46 min
May 07, 2022 5 Common Mistakes when Self-Directing
New to self-directing your retirement accounts? Here are 5 mistakes that most people make. For more info make sure to check out DirectedIRA.com

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

26 min
April 15, 2022 Mega Back Door Roth Revealed
A MEGA backdoor Roth? YES! You heard that right. Investors can contribute more than $60,000 per year with this game-changing strategy. Super Charge your Roth accounts. For more info make sure to check out DirectedIRA.com
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

33 min
April 11, 2022 Leveraging your IRA Investment with Debt
Mat and Mark talk about the ins and outs of getting the most out of your IRA. Being smart with your good debt is crucial in this financial landscape. Leveraging your IRA investments rather than using your own equity is possible and can be a huge asset. For more info make sure to check out DirectedIRA.com
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

49 min
April 01, 2022 SECURE Act 2.0: You're going to Love It!
Mat and Mark break down the new SECURE Act. New information on the SEP, Simple IRA, 401ks, and Roth accounts have finally been released and investors will want to ensure they know all of the latest information!
For more info make sure to check out DirectedIRA.com
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
March 25, 2022 OPEN FORUM SHOW - Self-Directed Retirement Plan Questions
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive 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

29 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…