Directed IRA Podcast

Directed IRA Podcast

By Mat Sorensen and Mark KohlerBusinessInvesting
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    26 min

    per episode

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Directed IRA Podcast episodes

  • Real Estate Development in an IRA

    Mark and Mat discuss ways to purchase, develop, and sell real estate in your retirement account. Get tax savings and keep more of your profits. They'll also talk about if and when UBIT comes into play. Learn more at 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



    41 min
  • Deadlines for 2021 Contributions: There's Still Time

    Check out this week's episode as Mat and Mark give you dates and strategies for making contributions to your retirement accounts. For more info get over to 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



    43 min
  • IRA/LLC for Staking, Defi, & Crypto

    Mat and Mark talk about using IRAs and 401ks with LLCs to do the following crypto strategies: Defi, Altcoin, Staking, and how to use a hardware wallet off-exchange. 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



    31 min
  • 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



    48 min
  • Invest Your IRA in a Start-up or Small Business

    Investing your IRA into a Start-up is HUGE for getting great returns on your money. Diversify your investments and start looking into start-ups that could make you big money for your retirement. 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
  • Saving for College: 529 v Coverdell v ROTH IRA

    Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat weigh the pros and cons of the 529, Roth IRA, and Coverdale when saving for college. 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



    30 min
  • 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



    1 hr 3 min
  • The Truth about IRA/LLCs: Alive and Well

    Attorneys Mat Sorensen and Mark Kohler discuss the IRA LLC (AKA, Checkbook IRA) structure and dispel the myths being promoted by others as a result of the recent tax court case, McNulty v. Commissioner. This case involved an IRA LLC that held precious metals and Mat and Mark explain what the court ruled and what self-directed IRA investors should know.

    For Mat’s article and the courts ruling please read his article

    Sign up for the First EVER "Crypto Taxation Summit" at www.cryptotaxsummit.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
  • Roth Conversions before Year-End: Live Free or Die Hard

    Join Mark and Mat as they discuss why and how to convert IRA money to Roth before year-end. What will President Biden's new law do to Roth Conversions in the future? Learn your options and how to build wealth tax-free.

    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



    24 min
  • Getting money in and out of your IRA without screwing it up

    Mat and Mark break down the procedures and rules for 'contributions' and 'distribution'.

    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



    53 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…

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