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The #1 education source on self-directing your
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Podcast
A show dedicated to educating and informing self-directed IRA and 401(k) investors on strategies, investments, legal structures, tax rules, and pitfalls. Hosted by tax lawyers Mat Sorensen and Mark Kohler who are also co-founders of Directed IRA & Directed Trust Company.
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EP71: Open 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 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 Roth IRA
- Short Term Rentals
- Solo 401k Qualification
- UBIT
- Mega Backdoor Roth
- And more!
Can I Use a SEP IRA If I Have Employees?
A SEP IRA is a powerful retirement account used by many self-employed persons and business owners. It is particularly attractive as you can contribute up to $61,000 into it annually. That's in comparison to a Traditional IRA, where you can only contribute up to $6,000...
EP 70: Analyzing 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
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
EP 69: Student Loan Debt Crisis and The Solution – Coverdell ESAs, 529 and Roth IRAs
This episode is a must-listen 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.
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