Welcome to the
Directed IRA Podcast
The #1 podcast on self-directing your
IRAs and taking control of your retirement™
Directed IRA Podcast Overview
Join our hosts, seasoned tax lawyers Mat Sorensen and Mark Kohler, co-founders of Directed IRA & Directed Trust Company, as they navigate the intricate landscape of strategies, investments, legal structures, tax rules, and potential pitfalls for investors in the realm of self-directed retirement accounts.
What is a Self-Directed IRA?
Getting Started (Episode 1:)
EP 75: Roth Accounts for Realtors and Brokers
As a real estate professional, you can have a major edge. There is $35 trillion in retirement accounts in the U.S. that can buy real estate! Bestselling authors, Mat Sorensen and Mark J. Kohler explain a powerful strategy to sell more real estate and walk you through the structure of it step-by-step (you can see the whiteboard diagramming via the YouTube link). Are you a realtor? Are you using a tax-free bucket? There are so many gems in this podcast episode that will get you excited about real estate investing.
Additional Resources:
- Download ”Investing in Real Estate with an IRA” Quick Start Guide
- Listen to The Power of The Solo 401k Episode on Main Street Business Podcast
- Solo 401k Special – Learn more
EP 74: How To Do a Kid’s Roth IRA
How can you be the best parents? Get your kids saving!
Bestselling authors, Mat Sorensen and Mark J. Kohler share their real-life experiences of how they got their kids set up with Roth IRAs. In this podcast episode, they walk you through the exact steps to create a legacy for your children. They also provide a very useful tax tool to be able to turbo-charge saving with small steps.
When you help your kids understand money, they have the ability to build wealth. Get a pad and pen ready because you’ll want to write down the Kid’s Roth IRA strategy!
Ep.73: Solo 401k Structure and Strategies
In this webinar Mat Sorensen, CEO, and Aaron Halderman, COO of Directed IRA discussed everything you need to know about Solo 401(k)s including:
- 4 Key Points to Consider When Using a Solo 401(k)
- Do I Need an LLC to have a Solo 401(k)
- What are the Qualifications.
- What is a Side-door Solo 401(k)
- Increased Contribution Limits for 2022.
- UDFI Tax
- Contribution Deadlines: Rules, Steps, and Strategies
Mat & Aaron also answered numerous Solo 401k questions regarding account qualification and types of strategies.
Download the presentation slides that include the Solo 401(k) Account Guide.
Ep.72: 6 Common Mistakes Investors Make with IRA LLCs and Checkbook IRAs
The IRA LLC and Checkbook IRA is one of the best tax savings tools. It provides many opportunities but you’ve got to know the rules to avoid making mistakes.
Think of this podcast episode as your “IRA LLC Safety Class,” led by Mat Sorensen and Mark J. Kohler as they guide you past possible pitfalls including
- Wrong Set up for Your IRA LLC or Checkbook IRA.
- Why You Must Respect The Prohibited Transaction Rules.
- Incorrectly Putting Money into Your IRA.
- Misunderstanding Taking a Distribution.
- The Consequences of Not Keeping Your LLC Up To Date.
- Operating Incorrectly Your Checkbook IRA with Case Studies.
Take notes and listen to this episode again to maximize the power of IRA LLCs and Checkbook IRAs!
Self-Directed IRA Versus Solo 401(k)
Many self-directed investors have the option of choosing between a self-directed IRA or a self-directed solo 401k. Both accounts can be self-directed so that you can invest in any investment allowed by law such as real estate, LLCs, precious metals, or private company...
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!
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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