Tax lawyers Mat Sorensen and Mark Kohler explain how you can own Bitcoin and other cryptocurrencies with a self-directed IRA. They outline the legal and tax issues when buying outside an IRA and how a retirement account such as a self-directed Roth IRA can be tax efficient. They outline the process of rolling over funds to a self-directed IRA, investing them into an LLC (IRA/LLC) and linking the LLC bank account to a wallet/exchange, and then using those dollars (fiat currency) for cryptocurrency on an exchange. They also cover the commonly asked storage questions and tax reporting items that commonly are asked.

Your IRA or solo(k) can start and fund a small business. Tax lawyers and co-founders of Directed IRA, Mat Sorensen and Mark Kohler cover the three common strategies small business owners should know when looking to start a small business with their retirement account funds. They cover using an IRA/LLC, utilizing a solo(k) or other 401(k) with a participant loan, and the Rollover on Business Start-Ups (ROBS) structure which includes a c-corp and a specialty 401(k). The right structure to use depends on the small business owner’s situation and there isn’t a one-size-fits-all strategy.

Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more.

Tax attorneys Mat Sorensen and Mark Kohler outline how self-directed IRAs and solo 401(k)s can invest in private funds and small businesses. Private funds include private equity funds, venture capital funds, real estate funds, crowding offerings, and all sorts of PPMs (private placement memorandums). Mat and Mark give examples of recent Directed IRA customer’s investments into private funds. These investment assets have become popular for self-directed investors but investors need to make sure they understand the investment docs and the IRA rules. This podcast covers IRA rules, process, and tax and legal issues to consider when investing your retirement into a private fund or small business.

Tax attorneys and hosts Mat Sorensen and Mark Kohler explain how your self-directed IRA or solo 401(k) can invest in real estate. Mat and Mark explain the process, rules, steps, and common real estate deals and investments made by self-directed investors (rentals, fix and flip, partnerships, wholesale/options).

Join mat and mark as they break down how to set up the perfect structure to partner you IRA with other accounts or other individuals and build a mega IRA account the checkbook LLC is a unique structure that many don’t understand.