Directed IRA Podcast

Opening a Self-Directed IRA And Understanding Prohibited Transactions (Webinar)


Listen Later

For the full video webinar visit: https://directedira.com/opening-a-self-directed-ira/
For more details on prohibited transactions download the Self-Directed IRA Handbook (look for chapters 4, 5, 6, and 7): https://directedira.com/the-self-directed-ira-handbook/


Most Self-Directed IRA investors worry about choosing the right asset, but the real danger is accidentally breaking an IRS rule you didn’t even know existed. Watch Mat Sorensen (CEO, Directed IRA) and Lindsay Mersino (Executive Director of Operations) host a brand-new session that breaks these rules down clearly, simply, and with real examples you won’t find anywhere else.
     
You’ll Learn
- What a Self-Directed IRA can invest in
- The three investments IRAs cannot hold
- How IRS prohibited transaction rules actually work and the real mistakes that cause penalties
- Who counts as a “disqualified person” and why this matters for every deal you structure
- The three types of prohibited transactions
- Deal examples that stay compliant vs. deals that disqualify an IRA
- How to safely structure alternative investments through your SDIRA

Why Directed IRA?
At Directed IRA, we’ve helped thousands of investors put over $3 billion into real estate, private funds, notes, and more, all inside tax-advantaged retirement accounts. Our team of experts and streamlined platform make it easy to invest with confidence.

Directed IRA Homepage: https://directedira.com/

Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA

Book a Call: https://directedira.com/appointment/


Other:
Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com



...more
View all episodesView all episodes
Download on the App Store

Directed IRA PodcastBy Mat Sorensen and Mark Kohler

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

163 ratings


More shows like Directed IRA Podcast

View all
BiggerPockets Real Estate Podcast by BiggerPockets

BiggerPockets Real Estate Podcast

16,725 Listeners

The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action by The Real Estate Guys

The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action

704 Listeners

The Best Ever CRE Show by Joe Fairless

The Best Ever CRE Show

991 Listeners

Rental Income Podcast With Dan Lane by Rental Income Podcast

Rental Income Podcast With Dan Lane

833 Listeners

Main Street Business by Mark J Kohler and Mat Sorensen

Main Street Business

580 Listeners

Passive Real Estate Investing by Real Estate Investing with Marco Santarelli, Investor and Entrepreneur.

Passive Real Estate Investing

970 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

429 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,079 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

261 Listeners

Real Estate Investing with Coach Carson by Chad Coach Carson

Real Estate Investing with Coach Carson

618 Listeners

Ken McElroy Show by Ken McElroy

Ken McElroy Show

722 Listeners

Real Estate Rookie by BiggerPockets

Real Estate Rookie

1,831 Listeners

BiggerPockets Daily by BiggerPockets

BiggerPockets Daily

324 Listeners

On The Market by BiggerPockets

On The Market

893 Listeners

The BetterLife Podcast by Brandon Turner and Cam Cathcart

The BetterLife Podcast

850 Listeners