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 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 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 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 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
EP 57 – Mega Backdoor ROTH Revealed
A MEGA backdoor Roth? YES! You heard that right. Investors can contribute more than $60,000 per year with this game-changing strategy. Super Charge your Roth accounts.
EP 56 – Getting a Mortgage in Your IRA or 401k
Mat and Mark break down the new SECURE Act. New information on the SEP, Simple IRA, 401ks, and Roth accounts have finally been released and investors will want to ensure they know all of the latest information!
EP 55 – SECURE Act 2.0: You’re Going to Love It!
Mat and Mark break down the new SECURE Act. New information on the SEP, Simple IRA, 401ks, and Roth accounts have finally been released and investors will want to ensure they know all of the latest information!
EP 54 – Open Forum Show – Self-Directed Retirement Plan Questions
Mark and Mat explain ways people get stuck when it comes to self-directing their retirement account (not enough money, don’t have a deal) and give ideas and strategies on how to get unstuck so that you can self-direct into the types of assets you know and want in your accounts such as real estate, notes, crypto, small businesses, LLCs, and private companies and funds.
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