Directed IRA Podcast

The Coverdell ESA - or Educational Savings Account - is one of the best options to save for college expenses tax-free. Like a Roth IRA or Health Savings Account any investments inside the ESA will grow tax-free, and come out tax-free, but only for any qualified education expense.  In this episode, Mark and Mat cover all things Coverdell ESA from the origin and history to the many benefits a Coverdell ESA can provide for you! 
To learn more visit: https://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

Yes, your IRA can own real estate. From the rental down the street, to a flip in another city, to a short-term vacation rental - these are all investments you can own with a Self-Directed IRA at Directed IRA. Mat and Mark break down the rules and structures for these common investments.

If you would like to learn more or would like to start your Self-Directed retirement account, visit https://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

Mat and Mark cover how to move your money from an old IRA and 401(k) to a Self-Directed Account. They cover some game-changing strategies including the In-Kind Rollover strategy, which will help you maximize the returns in your retirement. 

If you would like to learn more or would like to start your Self-Directed retirement account, visit https://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

Partnering in your IRA and other retirement accounts can be a powerful strategy that can open the doors to high-yielding investments. But, buyer beware, there are some unique rules that come with these types of partnerships. Mat and Mark break down all the rules to help you stay up to date with these industry-leading strategies. Take control of your retirement by investing in what you know.

Learn more at https://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

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

Roth IRAs and Roth 401(k)s grow and come out tax-free at retirement. Mark and Mat outline the steps to get to Roth (it's for high-income earners too) from traditional IRA or 401(ks) and cover the sweet spots to keep the tax burden low when converting to Roth.

Learn more at https://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

Mark and mat explain the two taxes That can apply to your IRA or other retirement accounts. These taxes, unrelated business income tax "UBIT" and Unrelated Debt-Financed Income Tax "UDFI" are the two taxes that can apply to your retirement account. Mat and Mark Explain how they apply and the strategies on how to minimize or avoid them.

Learn more at https://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

Mat and Mark outline how you can invest in Bitcoin and other Cryptocurrency with an IRA or 401k. They go over the three strategies available which can all be accomplished at Directed IRA. 1. Having your IRA directly own a crypto trading account at Gemini through our special strategic relationship (no IRA/LLC required). 2. Using an IRA/LLC where the LLC bank checking account is linked to a wallet/exchange of your choice. 3. Buying Bitcoin Trusts or ETF (Grayscale/Osprey). They also discuss tax benefits of using a retirement account, cold storage options, and fees to expect in the process. Learn more at https://directedira.com/cryptocurrency/ 

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

Special webinar episode hosted by Mat Sorensen & Aaron Halderman with Special Guest Chris Loeffler. Learn more at https://directedira.com/podcast/

Self-Directed Investing in Private Stock & Real Estate

• From the chair of a market participant, a seasoned investor, and an experienced sponsor we will explore the following:
• Why are investors seeking alternatives to traditional stocks and bonds and how does venture capital (VC) and real estate fit into the equation?
• What is an online investment platform and what deals are being done currently?
• How can an Accredited and Non-Accredited self-directed IRA investor get involved
• What are the merits of matching SD IRA funds with these private, illiquid investments?

Chris Loeffler is the CEO and Co-Founder of Caliber (https://www.caliberco.com/) and serves as Chairman of the Company’s Board of Directors. As CEO, Chris directs and executes the global strategy, oversees investments and fund management, and contributes to private and public capital formation.

Prior to forming Caliber, Chris served as a Senior Associate in the audit and assurance practice for PwC in Phoenix, Arizona, Some of Chris' clients included Honeywell International, Inc., CSK Auto Inc., Verizon Communications, Inc., Republic Services, Inc., Car Wash Partners, Inc., and the Arizona Diamondbacks

Chris earned a Bachelor of Science degree in Business Administration with a concentration in Accounting from California Polytechnic State University, San Luis Obispo.

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

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