Welcome to the
Directed IRA Podcast

The #1 podcast on self-directing your
IRAs and taking control of your retirement™

Directed IRA Podcast Overview

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.

What is a Self-Directed IRA?
Getting Started (Episode 1:)

EP71: Open Forum – Your Questions Answered on Real Estate in a Roth IRA, Short Term Rentals, UBIT Tax

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 a Roth IRA
  • Short Term Rentals
  • Solo 401k Qualification
  • UBIT
  • Mega Backdoor Roth
  • And more!
EP 70: Analyzing Investments for Retirement Accounts

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

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.

EP 68: Roth IRA vs. Health Savings Account (HSA): Which Is Better?

EP 67: Investing Strategies! What Would The Bank Do? Top 10 Due Diligence Checklist!

Is there a deal you’re considering? Are you aware of the investment risks?

You need to ask yourself some hard questions to protect yourself. Here are the top 10 tips on how to minimize your risk with a simple, yet powerful list of questions that will show you how to negotiate like a serious investor and protect you from bad deals.

In this episode, Mat Sorensen and Mark J. Kohler not only talk in detail about how to analyze if a deal is a good fit for you, they give real-life examples to help you recognize if a deal has red flags!

By the end of this Directed IRA Podcast episode, you’ll have an understanding of • How to read subscription documents • The danger of no-risk sky-high returns • If the deal in front of you is good for you • If the partners involved have your best interests • The ability to take control of your self-directed IRA investments

EP 68: Roth IRA vs. Health Savings Account (HSA): Which Is Better?

EP 66: 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.

EP 68: Roth IRA vs. Health Savings Account (HSA): Which Is Better?

EP 65: 6 Ways to Protect Your IRA or 401K in a Recession

In this webinar Mat Sorensen and Aaron Halderman covered 6 ways to protect your IRA or 401K in a recession.

We discussed:
Should you ever sell your assets
When to hold cash
Analyzing whether to sell stocks and mutual funds
Does a Roth Conversion make sense in 2022?
Assets that perform well during a recession
How alternative investments can help with portfolio diversification

EP 68: Roth IRA vs. Health Savings Account (HSA): Which Is Better?

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

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