Welcome to the
Directed IRA Podcast
The #1 podcast on self-directing your
IRAs and taking control of your retirement™
Directed IRA Podcast Overview
What is a Self-Directed IRA?
Getting Started (Episode 1:)
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.
Tax attorneys Mat Sorensen and Mark Kohler break down the top 10 rules you should know when you self-direct your IRA and explain common structures, strategies, and IRS/legal issues self-directed IRA and solo(k) investors should know.
In this episode, we go into detail about all the investment options available when Self-Directing a retirement account. They include real estate (rental and flip), IRA/LLCs (aka checkbook control IRAs), LP and LLCs, private small business, loans and notes, cryptocurrency, and precious metals.
We answer the most common questions about Self-Directed IRAs (SDIRA) and explain the account set-up and transfer process. We introduce the rules every investor should know before they self-direct an IRA and much more…