Directed IRA Podcast
162 episodes - English - Latest episode: about 23 hours ago - ★★★★★ - 140 ratingsA 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 (https://directedira.com) where they have provided self-directed accounts for thousands of customers. They cover and discuss Roth IRAs, solo(k)s, prohibited transactions, real estate, start-ups, notes, PPMs, PE/VC Funds, UBIT/UDFI, IRA/LLCs (aka, checkbook IRAs), and share examples and stories from their thousands of clients who have self-directed their retirement for decades.
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Episodes
51 minutes of Pure Advice on how to Build Wealth
April 25, 2024 17:00 - 51 minutes - 35.2 MBIn this exclusive live audience podcast, recorded at the Self-Directed IRA Summit, @MarkJKohler and I talk about how powerful the tool of self-directing is. Joined by seasoned self-directed investors John Shekachi and Dr. David Anderson, talking about REAL DEALS, making REAL MONEY. Ask Mat: https://matsorensen.com/ask-mat/ Want to get in touch with Mark? Visit his site... https://markjkohler.com Ready to become a tax pro? Join Marks Main Street Business Tax Pros- https://markjkohler.c...
What to do if you have an Inherited IRA.
April 11, 2024 22:00 - 19 minutes - 13.4 MBIn this episode Mark and I discuss how, Inheriting a retirement account can be overwhelming. Learn the options available for spouses and non-spouse beneficiaries, and discover how to make the most of your inheritance. Find out about the spousal rollover, investment strategies, and the importance of consulting professionals. Navigate the complexities of inherited IRAs with confidence. Don't forget to grab your tickets for the Self-Directed IRA Summit here! Learn how to take control of your ...
Who's the beneficiary of your IRA or 401K? Beware!
April 11, 2024 16:00 - 20 minutes - 13.9 MBIn this episode, Mat and Mark emphasize the importance of proper beneficiary designations for your retirement accounts. They highlight a critical story that illustrates the significance of updating your beneficiary information, emphasizing that even if you have a will or a trust, your beneficiary designation form trumps all. Don't forget to grab your tickets for the Self-Directed IRA Summit here! Learn how to take control of your retirement - https://directedira.com/ Self-directed IRA Pod...
How much you should have in your 401k by age
April 03, 2024 17:00 - 8 minutes - 6.16 MBJoin us as we explore the essential guidelines and strategies for gauging your retirement savings progress. Learn about setting clear financial goals, understanding the 4% rule, and supercharging your savings through strategic planning. We'll get into investment strategies and provide age-specific savings targets to help you achieve financial security in your golden years. Tune in to take control of your financial future Learn how to take control of your retirement - https://directedira.com...
Open Forum: The RIGHT way to Invest with your Self-Directed IRA
April 02, 2024 21:00 - 40 minutes - 27.6 MBLearn how to take control of your retirement - https://directedira.com/ Self-directed IRA Podcast - https://matsorensen.com/podcast/ Shop my products - https://shop.matsorensen.com/ Blog & Articles - https://matsorensen.com/blog/ Connect with Mat online: Instagram: https://www.instagram.com/matsorensen/ Facebook: https://www.facebook.com/mat.sorensen.1 LinkedIn: https://www.linkedin.com/in/matsorensen/ Twitter: https://twitter.com/matsorensen YouTube: https://www.youtube.com/@MatSorens...
Open Forum: Self Directed Account Questions from the Internet!
March 29, 2024 18:00 - 34 minutes - 23.5 MBLearn how to take control of your retirement - https://directedira.com/ Self-directed IRA Podcast - https://matsorensen.com/podcast/ Shop my products - https://shop.matsorensen.com/ Blog & Articles - https://matsorensen.com/blog/ Connect with Mat online: Instagram: https://www.instagram.com/matsorensen/ Facebook: https://www.facebook.com/mat.sorensen.1 LinkedIn: https://www.linkedin.com/in/matsorensen/ Twitter: https://twitter.com/matsorensen YouTube: https://www.youtube.com/@MatSorens...
Open Forum: The Ins and Outs of Self-Directing Your Retirement Account
February 27, 2024 23:00 - 1 hour - 45.1 MBOn this weeks Open Forum Live Webinar we talk about the basics of Self-Directing! From navigating prohibited transactions to maximizing retirement contributions, we cover it all. Learn about correction procedures, compliance protocols, and strategies for safeguarding your financial future. Have questions or need further guidance on self-directing your IRA? Reach out to my company Directed IRA, and our team of experts will provide personalized assistance tailored to your needs. Subscribe now...
Solo 401(k) - Contributions, Rules & FAQs
February 02, 2024 01:00 - 1 hour - 50.6 MBIn this webinar, Mat Sorensen, CEO, and Aaron Halderman, COO of Directed IRA discuss everything you need to know about Solo 401(k)s We cover the following topics: -New Roth Rules for 2024 and Beyond -Contributing 10 times more annually than an IRA -Understanding the necessity of an LLC for a Solo 401(k) -Qualification criteria -Avoiding common mistakes -Exploring the increased contribution limits for 2023 ($66k) and 2024 -Answering your questions Learn how to take control of your retire...
Is This a Good Deal for my IRA?
January 26, 2024 16:00 - 24 minutes - 16.7 MBJoin us as we explore the various assets your Self Directed IRA can own, from real estate to private funds and crypto. Discover the benefits and considerations of investing in different assets with your retirement account. As tax and business lawyers, we provide insights into what makes a good investment for your IRA and share examples to help you navigate your investment journey. Key Topics Covered: - Exploring alternative assets for IRAs - Benefits of using IRAs for real estate investmen...
Buying Crypto in Your IRA - Trading, Staking, and Mining
January 18, 2024 19:00 - 25 minutes - 17.5 MBIn this episode of the Directed IRA Podcast, Mark and Mat get into the resurgence of interest in cryptocurrency investing. From Bitcoin hitting new highs to the SEC's approval of ETFs, the crypto landscape is evolving. Key Topics Covered: - Breaking down the process of buying and investing in crypto through IRAs and 401(k)s. - The significance of ETF approval and the involvement of major financial players. - Exploring the growing interest in various cryptocurrencies beyond Bitcoin. - Unde...
Gettin Started with a Self-Directed IRA or 401(k)
January 12, 2024 19:00 - 1 hour - 46.7 MBOur COO Aaron Halderman and I discuss transforming old employer 401k into a Self Directed IRA or 401K, navigating the intricacies of health and education savings, and choosing the right path between Roth and Traditional IRAs. Whether you're looking to use existing retirement account money or start fresh with new contributions, we've got you covered. Join us as we break down the rules, discuss pain points, and provide practical steps to empower you to take control of your retirement. At Direc...
Turn Your Old Employer 401k into a Million Dollars
January 11, 2024 22:00 - 31 minutes - 21.4 MBIn this episode of the Directed IRA Podcast, Mark and I discuss turning your old employer's 401(k) into a million-dollar powerhouse. Learn how to escape the clutches of Wall Street, avoid high fees, and unlock the true potential of your retirement funds. Discover the Rule of 72 and how your money can double every six years, tax-free. Join the conversation on self-directed IRAs, alternative assets, and the path to financial freedom. Don't miss out on this episode – take control of your retire...
Tax-Free Investing & Contribution Deadlines: Your Self-Directed Account Questions Answered
January 02, 2024 23:00 - 35 minutes - 24.5 MBMat and Mark discuss crucial deadlines for Roth conversions, clarifying the 2023 tax implications and compliance requirements for various LLC-owned retirement accounts. Alongside holiday banter and a touch of festive attire. Discover answers to your pressing questions on self-directed retirement accounts, cost segregation strategies, and the nuances of Solo 401(k) contributions. Uncover insights into VRBO taxes, multifamily and Single Family home purchases, and how to create Tax-Free Real Es...
Solo 401(k) Contribution Limits and Deadlines - 2024
December 29, 2023 19:00 - 32 minutes - 22.6 MBWelcome to the Direct IRA Podcast! In this episode, we're getting into the ins and outs of Solo 401(k)s – the top self-directed account for the self-employed. Join Mat Sorensen and Nate Hare as they tear apart the complexities of contribution rules, deadlines, and benefits associated with Solo 401(k)s. ⏱️ Timestamps: 00:00:09:00 - Explaining 401(k) Contributions 00:00:43:15 - Solo 401(k) Explained: The Best Retirement Plan? 00:01:07:14 - Dive into Contribution Rules & Deadlines 00:03:31:14...
Cryptocurrency and Precious Metals in Your Retirement Account
December 28, 2023 17:00 - 28 minutes - 19.5 MBExplore IRA investments in precious metals like gold, silver, platinum, palladium, and cryptocurrencies such as Bitcoin, Ethereum, and more! Join us as we get right into the rules, qualifications, storage, and processes involved in investing your IRA in these alternative assets. Discover the distinctions between owning Crypto assets directly versus through funds, and learn about different methods, including a dedicated crypto IRA or setting up an LLC for diversified options. We simplify th...
How to take YOUR Small Business to a Publicly Traded Company Managing Alternative Assets
December 20, 2023 21:00 - 1 hour - 48.5 MBWelcome to this week's Directed IRA Special Podcast Episode! Today, we had the opportunity to speak with Chris Loeffler, the CEO of Caliber Wealth. Listen as Chris explains the story of Caliber—a journey from a private small business to a thriving publicly traded company managing Alternative Assets. Join us as Chris shares insights into Caliber's evolution, the real estate market's current landscape, and valuable lessons learned along the way. Whether you're an investor, entrepreneur, or re...
Everything You Need to Know About the Backdoor Roth IRA in 2024
December 14, 2023 16:00 - 30 minutes - 20.9 MBRoth IRAs can be established and funded for high-income earners by using what is known as the “back door” Roth IRA contribution method. Many high-income earners believe that they can’t contribute to a Roth IRA because they make too much money and/or because they participate in a company 401k plan. Fortunately, this thinking is wrong. While direct contributions to a Roth IRA are limited to taxpayers with income in excess of $146,000 ($223,000 for married taxpayers, 2024), those whose income e...
Your Questions: Roth Conversions and Backdoor Roth IRA
December 07, 2023 17:00 - 30 minutes - 21.3 MBMat and our Executive Director Nate discuss the intricacies of Roth conversions and contributions, addressing questions related to traditional IRA to Roth IRA conversions, the nuances of the five-year rule, considerations for investment opportunities, and rules governing multi-member IRA LLCs. They delve into scenarios where IRA contributions aren't tax-deductible due to high income and touch upon backdoor Roth IRA strategies. Learn how to take control of your retirement - https://directedi...
Year-End Retirement Account Tips and Tricks
November 29, 2023 21:00 - 31 minutes - 21.6 MBJoin Mat and Mark as they discuss end of year Tax Strategies, Retirement Insights & More! From retirement account considerations to last-minute wealth-building insights, discover the secrets the wealthy use to maximize their earnings before the year wraps up. - Explore key tips for keeping more of your hard-earned money while investing smartly. - Learn about tax-saving tactics and little-known nuances of retirement accounts. - Get insights into crucial decisions and actions to take before t...
Don't Do This With Your Self-Directed IRA
November 21, 2023 20:00 - 24 minutes - 17.1 MBMark and Mat provide a comprehensive breakdown of what NOT to do. From common mistakes to lesser-known pitfalls, we've got you covered! Join us as we unravel the confusing bits and provide tips to safeguard your retirement funds. This episode reveals the top ten mistakes you should avoid when managing your self-directed IRA. From misunderstandings about prohibited transactions to tricky tax implications, Mark and Mat guide you through the dos and don'ts of self-directed retirement investi...
Solo 401K - The Ins and Outs
November 15, 2023 17:00 - 1 hour - 44.4 MBIn this webinar, Mat Sorensen, CEO, and Aaron Halderman, COO of Directed IRA discuss everything you need to know about Solo 401(k)s We cover the following topics: -New Roth Rules for 2023 and Beyond -Contributing 10 times more annually than an IRA -Understanding the necessity of an LLC for a Solo 401(k) -Qualification criteria -Avoiding common mistakes -Exploring the increased contribution limits for 2023 ($66k) and 2024 Learn how to take control of your retirement - https://directedira....
The Solo 401K - The Ins and Outs
November 15, 2023 17:00 - 1 hour - 44.4 MBIn this webinar, Mat Sorensen, CEO, and Aaron Halderman, COO of Directed IRA discuss everything you need to know about Solo 401(k)s We cover the following topics: -New Roth Rules for 2023 and Beyond -Contributing 10 times more annually than an IRA -Understanding the necessity of an LLC for a Solo 401(k) -Qualification criteria -Avoiding common mistakes -Exploring the increased contribution limits for 2023 ($66k) and 2024 Learn how to take control of your retirement - https://directedira....
Open Forum: 2024 Contribution Limits and Answering your Self-Directed IRA Questions!
November 08, 2023 18:00 - 42 minutes - 29 MBJoin 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 Learn how to take control of your retirement - https://directedira.com/ Self-directed IRA Podcast - https://matsorensen...
Self-Directed Case Studies: Real World Application
October 26, 2023 19:00 - 25 minutes - 17.5 MBIn this YouTube video, we dive into the fascinating world of Self-Directed IRAs. Our hosts, Mat and Mark, are joined by special guests Randy Luebke, a financial advisor and co-author of Marks book, and John Shekarchi, an experienced Self-Directed IRA investor, Partner at Directed IRA and lawyer. They share their insights and personal experiences with Self-Directed IRAs, shedding light on the incredible possibilities these retirement accounts offer. Randy Luebke explains the importance of wo...
The Power of Checkbook Control: IRA LLC Explained
October 25, 2023 21:00 - 30 minutes - 20.8 MBJoin Mat and Mark as they discuss Checkbook IRA/LLC's the structure that surrounds them and the documents needed to get it right the first time! About IRA LLC's/Checkbook IRA An IRA/LLC is an investment structure whereby an IRA invests capital into a newly created limited liability company (“LLC”). The IRA owns the LLC units just like your IRA can own Coca-Cola corporation stock. This IRA/LLC structure has been popular amongst real estate investors and other investors who regularly invest ...
Investing in Self-Storage with AJ Osborne and Mat Sorensen
October 17, 2023 00:00 - 1 hour - 51.8 MBJoin Mat Sorensen and guest expert AJ Osborne (300M+ AUM) as they discuss investing in self-storage with personal funds and an IRA or 401k. In this webinar, we discuss: - Top 3 Reasons You Should Consider Investing in Self-Storage - Portfolio Case Studies - What Makes a Good Self-Storage Operator - Due Diligence, Underwriting, and Rates vs. Rents - Vacancy and Demographics - How Do I Get Started Investing in Self Storage? - Can I use an IRA or Solo 401k to Invest in Self Storage? About AJ...
Investing in Self-Storage with Aj Osborne and Mat Sorensen
October 17, 2023 00:00 - 1 hour - 51.8 MBJoin Mat Sorensen and guest expert AJ Osborne (300M+ AUM) as they discuss investing in self-storage with personal funds and with an IRA or 401k. In this webinar we discuss: - Top 3 Reasons You Should Consider Investing in Self Storage - Portfolio Case Studies - What Makes a Good Self Storage Operator - Due Diligence, Underwriting, and Rates vs. Rents - Vacancy and Demographics - How Do I Get Started Investing in Self Storage? - Can I use an IRA or Solo 401k to Invest in Self Storage? Abou...
Buying International Real Estate
October 06, 2023 15:00 - 53 minutes - 36.9 MBJoin Mat Sorensen and guest expert Nick Fong with Ronival Real Estate, as they discuss his experiences investing internationally since 2004. Self-Directed IRAs, 401Ks, and other qualified plans, not only can buy, own, and hold investment property here in the U.S., but they can also invest them in International Property. They discuss the in’s and out’s to investing internationally with your self-directed IRAs. Nick Fong discusses his experiences investing internationally and what made him m...
Why The Average American Should Consider Self-Directing Their IRAs
October 02, 2023 20:00 - 22 minutes - 15.2 MBMat and Mark answer a crucial question: Should the average person self-direct? They dissect this query, sharing their insights on who should seriously consider self-directed IRAs and why. Discover three types of people who are excellent candidates for self-directed investing and three who might not be. Mat and Mark also emphasize the importance of knowledgeable CPAs, financial advisors, and professionals in helping clients make informed decisions about their retirement funds. If you're cur...
Open Forum: Answering your Self-Directed Account Questions!
September 21, 2023 23:00 - 36 minutes - 25.2 MBJoin Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving deep into 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 Learn how to take control of your retirement - https://directedira.com/ Self-directed IRA Podcast - https://matsorensen.com/...
Debate: Mat and Kris Krohn debate whether to grow wealth in real estate or in an IRA or 401k
September 14, 2023 20:00 - 1 hour - 62.5 MBWe're excited to present a special webinar recording with guest expert, Kris Krohn, a seasoned real estate expert. You will discover the potential of single-family home investments in the current economic landscape. In this webinar, you will learn actionable insights, real-world case studies, the power of self-directed IRAs in the single-family-home market, and how to generate above-average real estate returns. 📲 CONNECT WITH KRIS: ================= Podcast https://www.kriskrohnshow.com ...
Don't Miss the Solo 401K Deadline - They're Here
September 13, 2023 22:00 - 26 minutes - 18.2 MBIn this episode, we break down the deadlines and strategies for contributing to your Solo 401(k) plan. If you're an S Corporation owner or a sole proprietor, this information is crucial. Discover how to reduce your taxable income, set up your Solo 401(k) plan, and start building your retirement nest egg. Don't miss out on these valuable tips and strategies to secure your financial future. AND DONT FORGET, SEPTEMBER 15th IS THE LAST DAY TO CONTRIBUTE! ---- Schedule a Free 15-minute new acco...
Top 10 Roth IRA Questions and Answers 2023
September 11, 2023 18:00 - 23 minutes - 16.3 MBIn this episode, Mat goes solo to tackle the most pressing Roth IRA questions of 2023. Whether you're considering a Roth IRA or exploring self-directing options, Mat provides thorough answers and valuable insights to help you make informed decisions. Don't miss out on the essential knowledge and tools you need to secure your financial future Top 10 Roth IRA Questions: - How much can I put in? - How big can my account get? - What if I make to much money? - What is a Backdoor Roth IRA an...
Is Michael Burry telling you to Self-Direct your IRA?
August 24, 2023 21:00 - 16 minutes - 11.5 MBIn this episode, we're diving into an intriguing topic - the unspoken advice from Michael Burry, the mastermind behind "The Big Short," who famously shorted the housing market. Our message is clear - self-direction is the antidote to the stock market's wild swings. He's shorting the S&P 500 and NASDAQ with $1.5 billion, betting that the market will go down, not up. Before you brush this off as just another signal, understand this isn't just about making a quick buck for Burry - it's about...
Real Estate Deals on TV vs. Real Life: Behind-the-Scenes with Amy Mahjoory from HGTV
August 21, 2023 17:00 - 38 minutes - 26.7 MBLet's talk shop: HGTV Magic vs. the REAL grind. Beyond the glitz, it's sweat – from new builds to lavish renos, even multifamily flips. TV hypes money, but what if profit's are a no-show? Contractors go AWOL? What better way to get to the bottom of this than hearing it from HGTV personality @amymahjoory! Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding the type of account best for you. https://directedira.com/appoint...
5 Common Mistakes in Roth Conversions
August 14, 2023 22:00 - 25 minutes - 17.4 MBJoin Mat and Mark as they break down the 5 most common mistakes clients make when converting their Traditional IRA money to Roth! Roth conversions remain popular as many fear that tax rates will only increase in the next few years, so why not convert now at lower tax rates and let the account grow and come out tax-free at retirement? Remember, if you have a traditional IRA or 401(k), that money grows tax-deferred, but you pay tax on it as it is drawn out at retirement. If you have trad...
Ep.104 Alternative Assets in a Self-directed IRA or 401K
July 17, 2023 15:00 - 34 minutes - 23.8 MBAn Incredible Alternative Asset Summit- Here are some of the key takeaways and how it can directly apply to Self-Directing! - When vetting an investment sponsor (syndicator, fund manager) ask them about a failure or problem they’ve had on an investment/asset. If they don’t have one, they’re either not being transparent or they haven’t had enough experience in what they do to be investing with them. You want to hear about a struggle they’ve had and how they handled it. Veena Jetti - The mi...
Alternative Assets in a Self-directed IRA or 401K
July 17, 2023 15:00 - 34 minutes - 23.8 MBAn Incredible Alternative Asset Summit- Here are some of the key takeaways and how it can directly apply to Self-Directing! - When vetting an investment sponsor (syndicator, fund manager) ask them about a failure or problem they’ve had on an investment/asset. If they don’t have one, they’re either not being transparent or they haven’t had enough experience in what they do to be investing with them. You want to hear about a struggle they’ve had and how they handled it. Veena Jetti - The mi...
Open Forum: Answering your Self-Directed Account Questions
July 11, 2023 18:00 - 40 minutes - 28.2 MBJoin 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 ---- 🔊 Found this video helpful? Click the Like button & share with others. Subscribe to my channel and click the 🔔 icon fo...
Ep.103 Kid Roth's - Summertime Savings Strategies
June 21, 2023 16:00 - 29 minutes - 20.2 MBHow can you be the best parents? Get your kids saving! In this podcast episode, Mat and Mark walk you through the exact steps to create a legacy for your children. They also provide a very useful tax tool 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! ---- Schedule a Free 15-minute new account phone appointment with one of our exp...
Kid Roth's - Summertime Savings Strategies
June 21, 2023 16:00 - 29 minutes - 20.2 MBHow can you be the best parents? Get your kids saving! In this podcast episode, Mat and Mark walk you through the exact steps to create a legacy for your children. They also provide a very useful tax tool 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! ---- Schedule a Free 15-minute new account phone appointment with one of our exp...
Ep.102 How to Best Use an IRA LLC
June 12, 2023 19:00 - 25 minutes - 17.6 MBJoin Mat and Mark as they break down how to set up the perfect structure to partner your IRA with other accounts or individuals and build a mega IRA account; the checkbook LLC is a unique structure many don’t understand. About Mat Sorensen: Mat is the leading national authority of The Self-Directed IRA industry, CEO of Directed IRA, partner at KKOS Lawyers, and best-selling author of “The Self Directed IRA Handbook,” with 40,000+ copies sold. Mat is also a VIP Contributor at Entrepreneur an...
How to Best Use an IRA LLC
June 12, 2023 19:00 - 25 minutes - 17.6 MBJoin Mat and Mark as they break down how to set up the perfect structure to partner your IRA with other accounts or individuals and build a mega IRA account; the checkbook LLC is a unique structure many don’t understand. About Mat Sorensen: Mat is the leading national authority of The Self-Directed IRA industry, CEO of Directed IRA, partner at KKOS Lawyers, and best-selling author of “The Self Directed IRA Handbook,” with 40,000+ copies sold. Mat is also a VIP Contributor at Entrepreneur an...
Veena Jetti on Multi Family in Todays Market - Best Practices & Competitive Strategies - Webinar
June 08, 2023 20:00 - 1 hour - 51 MBVeena Jetti is our special guest in this webinar. Veena is founding partner of Vive Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors ($900M+). Veena has over a decade of real estate experience and over $1B+ in real estate assets over her career in both the startup world as well as the corporate world. ---- Connect with Veena! https://www.linkedin.com/in/veena-jetti/ https://www.instagram.com/veenajetti/ https://www.facebook....
Ep.101 ROTH IRA VS ROTH 401K - The Great Debate!
May 31, 2023 15:00 - 22 minutes - 15.5 MBMat and Mark discuss key points you need to know in order to decide what account types are best for you based on your personal situation and investment objectives. We’ll discuss the qualifications and requirements for each account type. Watch The Great Debate between tax attorneys and bestselling authors, Mat Sorensen & Mark J. Kohler on how to best grow your money tax-free. --- Leave your questions in the comment section below! Learn how to take control of your retirement - https://direct...
ROTH IRA VS ROTH 401K - The Great Debate!
May 31, 2023 15:00 - 22 minutes - 15.5 MBMat and Mark discuss key points you need to know in order to decide what account types are best for you based on your personal situation and investment objectives. We’ll discuss the qualifications and requirements for each account type. Watch The Great Debate between tax attorneys and bestselling authors, Mat Sorensen & Mark J. Kohler on how to best grow your money tax-free. --- Leave your questions in the comment section below! Learn how to take control of your retirement - https://direct...
Ep.100 How Your IRA Can Flip Real Estate?
May 05, 2023 17:00 - 18 minutes - 12.4 MBIn this episode of the Directed IRA Podcast, Mat and Mark discuss how to flip real estate in an IRA. They go over how thousands of their clients over the years have used their IRA to buy a piece of property, rehab it, and flip it for profit. That money then goes back into their retirement account, tax-free. --- Leave your questions in the comment section below! 🔊 Found this video helpful? Click the Like button & share with others. Subscribe to my channel and click the 🔔 icon for notificati...
How Your IRA Can Flip Real Estate?
May 05, 2023 17:00 - 18 minutes - 12.4 MBIn this episode of the Directed IRA Podcast, Mat and Mark discuss how to flip real estate in an IRA. They go over how thousands of their clients over the years have used their IRA to buy a piece of property, rehab it, and flip it for profit. That money then goes back into their retirement account, tax-free. --- Leave your questions in the comment section below! 🔊 Found this video helpful? Click the Like button & share with others. Subscribe to my channel and click the 🔔 icon for notificati...
Ep.99 Using an IRA or 401K to Fund a Business
May 01, 2023 18:00 - 26 minutes - 18.1 MBInvesting your IRA into a Small Business is HUGE for getting the ball rolling and staying ahead while avoiding a bank loan. Diversify your investments and start looking into using your IRA or 401K to fund your business and get it off the ground!. Small businesses might need your money. Learn how to take control of your retirement - https://directedira.com/ Self-directed IRA Podcast - https://matsorensen.com/podcast/ Be an expert/shop my products - https://shop.matsorensen.com/ Blog & Ar...
Using an IRA or 401K to Fund a Business
May 01, 2023 18:00 - 26 minutes - 18.1 MBInvesting your IRA into a Small Business is HUGE for getting the ball rolling and staying ahead while avoiding a bank loan. Diversify your investments and start looking into using your IRA or 401K to fund your business and get it off the ground!. Small businesses might need your money. Learn how to take control of your retirement - https://directedira.com/ Self-directed IRA Podcast - https://matsorensen.com/podcast/ Be an expert/shop my products - https://shop.matsorensen.com/ Blog & Ar...