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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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Videos
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Latest
![EP 64: Raise Capital from IRAs & 401Ks](https://directedira.com/wp-content/uploads/2020/10/podcast_250x250.jpg)
EP 64: Raise Capital from IRAs & 401Ks
Whether you’re trying to raise $50,000 or $50 million, there is $30 trillion in U.S. retirement accounts. IRAs can always self-direct. Therefore, you are allowed to invest in alternative assets like real estate with an IRA or Solo 401k.In this episode Mat Sorensen and Mark J Kohler show: 3 Steps to Unlock Money and, 3 Ways to Raise Capital from IRAs and 401ks. The 3 strategies Mat and Mark explain in detail are: Lender, Partner, Investor. Grab a pen and paper to take notes as Mat & Mark reveal many gems on how to successfully raise capital! To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast
![EP 64: Raise Capital from IRAs & 401Ks](https://directedira.com/wp-content/uploads/2020/10/podcast_250x250.jpg)
EP 63: Open Forum
Join Mat & Mark in this open forum 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
![EP 64: Raise Capital from IRAs & 401Ks](https://directedira.com/wp-content/uploads/2020/10/podcast_250x250.jpg)
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. To learn more check out Mat’s article: Solo 401K Form 5500 Tax Filing and Five-Point Compliance Checklist at www.matsorensen.com
![Solo 401K Form 5500 Tax Filing and Five-Point Compliance Checklist](https://directedira.com/wp-content/uploads/2022/06/01_Compliance_725x310px.jpg)
Solo 401K Form 5500 Tax Filing and Five-Point Compliance Checklist
Solo 401(k)s have become a popular retirement plan option for self-employed persons. These plans put the business owner in control of the plan but with that control also comes responsibility. Unfortunately, many solo 401(k) plans are not...