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:)

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

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

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

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

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

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

EP 61: Analyzing a Rental Property & Investing with your Self-Directed IRA

In this webinar/podcast episode Mat Sorensen and Aaron Halderman are Interviewing national real estate expert Marco Santarelli Wealth of Norada Real Estate on how to analyze a potential rental property, how to find a good rental property, and what you should look for⁠, how to run the numbers and analyze whether a property would be a good investment for your IRA⁠ and so much more.

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

EP 60:How to move my IRA or 401(k) around?

In this podcast episode Mat and Mark discuss how to transfer or rollover your IRA, 401(K), Coverdell, and HSA. Learn how to unlock your retirement account and invest in what you know with a Self-Directed IRA or 401(k). Visit www.directedira.com/podcast for more episodes.

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

EP 59 – Open Forum – Answering your difficult Self-Directed IRA questions

Join Mat & Mark 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 65: 6 Ways to Protect Your IRA or 401K in a Recession

EP 58 – 5 Common Mistakes when Self-Directing IRAs

5 Common Mistakes When Self-Directing IRAs

1. Buying or selling an asset between yourself and Your Self-Directed IRA.
2. Loaning money to yourself from your IRA.
3. Self-dealing, Personally making money from your IRA investments.
4.Personally Living, Using, Or Working on your IRA Property.
5. Using personal funds to pay expenses for IRA owned properties

Subscribe To Video:

Subscribe To Audio:

[class^="wpforms-"]
[class^="wpforms-"]