Directed IRA Podcast
162 episodes - English - Latest episode: 12 days 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
Webinar: Self-Directed Case Study with Gary Chung
April 24, 2023 23:00 - 1 hour - 42 MBMat and Aaron will be joined by Gary Chung Our guest has experience with over 50 different deals with Self-Directed IRAs and Solo(k)s.This is the segment where we put CONCEPT into ACTION! We will discuss actual real estate IRA investments. The profits, pitfalls, and lessons in between. Learn 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 - htt...
Open Forum: Answering Your Self-Directed IRA Questions!
April 17, 2023 20:00 - 29 minutes - 20.5 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 About Mat Sorensen: Mat is the leading national authority of The Self-Directed IRA industry, CEO of Directed IRA, partne...
Ep.96 IRA & 401k Deadlines and Limits 22' & 23'
April 07, 2023 16:00 - 26 minutes - 18.3 MBMat Sorensen and Mark J. Kohler explain everything you need to know about the increased contribution limits and looming deadlines for 2023. They walk through the rules and common strategies people use to get more money into their retirement accounts. They explain that the time is now to take action on your 2022 contributions and 2023 deadlines. This episode will have you perfectly prepared to max out your retirement account! Article on Contribution Limits and Deadlines: https://directedira...
IRA & 401k Deadlines and Limits 22' & 23'
April 07, 2023 16:00 - 26 minutes - 18.3 MBMat Sorensen and Mark J. Kohler explain everything you need to know about the increased contribution limits and looming deadlines for 2023. They walk through the rules and common strategies people use to get more money into their retirement accounts. They explain that the time is now to take action on your 2022 contributions and 2023 deadlines. This episode will have you perfectly prepared to max out your retirement account! Article on Contribution Limits and Deadlines: https://directedira...
Directed IRA: Open Forum, Answering your Self-Directed Questions
March 30, 2023 15:00 - 1 hour - 41.8 MBJoin Mat Sorensen this open forum as he answer's 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. Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. https://directedira.com/appointment To submit your questions, listen, search for prior episodes, or sign up ...
Open Forum: Answering your Self-Directed Questions
March 30, 2023 15:00 - 1 hour - 41.8 MBJoin Mat Sorensen this open forum as he answer's 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. Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. https://directedira.com/appointment To submit your questions, listen, search for prior episodes, or sign up ...
WEBINAR: Banking Crisis and How to Protect Your Cash? W/ Guest Jonathan Morris CEO of Titan Bank
March 16, 2023 17:00 - 53 minutes - 36.4 MBIn this webinar Mat and Aaron will be speaking with banking expert Jonathan Morris, CEO at Titan Bank, to discuss our most current events around banks collapsing. Topics Will Include: -How can you control your financial stability -Banks collapsing due to bank runs -FDIC insurance, rules and regulations -$250k Limit and Joint Accounts -FDIC Insurance for IRA/LLCs, Solo 401(k)'s, and IRAs -What is pass-through FDIC insurance -What options you have for multiple banking accounts -Bank deposit...
Webinar 22: Banking Crisis and How to Protect Your Cash? W/ Guest Jonathan Morris CEO of Titan Bank
March 16, 2023 17:00 - 53 minutes - 36.4 MBIn this webinar Mat and Aaron will be speaking with banking expert Jonathan Morris, CEO at Titan Bank, to discuss our most current events around banks collapsing. Topics Will Include: -How can you control your financial stability -Banks collapsing due to bank runs -FDIC insurance, rules and regulations -$250k Limit and Joint Accounts -FDIC Insurance for IRA/LLCs, Solo 401(k)'s, and IRAs -What is pass-through FDIC insurance -What options you have for multiple banking accounts -Bank deposit...
Open Forum: Your Questions Answered on Self Directed Retirement Accounts
March 13, 2023 22:00 - 44 minutes - 30.3 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 ---- Connect with me online: - Instagram: https://www.instagram.com/matsorensen/ - Facebook: https://www.facebook.com/MatS...
Ep.91 Investing in Private Funds with your IRA
March 06, 2023 19:00 - 25 minutes - 17.6 MBMat Sorensen and Mark Kohler outline how self-directed IRAs and solo 401(k)s can invest in private funds. These types of funds Including Hege Funds, Private Equity, Venture Capital, and Private Real Estate funds. Together they discuss the dos and don'ts of the most common fund types and how to use your Self-Directed IRA with one! Learn how to take control of your retirement - https://directedira.com/ Self-directed IRA Podcast - https://matsorensen.com/podcast/ Shop my products - https://s...
Ep. 90 Lending and Notes with your Self-Directed IRA & 401K
February 28, 2023 23:00 - 38 minutes - 26.2 MBIn today's episode Mat and Mark discuss Lending and notes with your Self-Directed IRA and 401K. Real Estate is the top invested asset here at Directed IRA, and this is how you can take your retirement to the next level. Before investing your hard-earned savings or self-directed IRA into an “alternative” business or real estate investment of another, you need to ask hard questions to the person or company receiving your money. Here are some tips to keep you out of legal trouble and to help yo...
Ep. 89. Raising Private Money for Real Estate with Amy Mahjoory - Special Guest Episode
February 17, 2023 19:00 - 27 minutes - 18.8 MBAmy Mahjoory was our special guest for the Directed IRA podcast and talked about raising private money for your deals (OPM, other people's money). Amy is a frequent speaker and expert on raising private money for real estate. She's also known in the real estate space as a personality on HGTV's House Hunters. I'll be speaking at Amy's Raising Private Money event in April in Long Beach: https://www.raisingpm.com/liveevent You can also find her at: https://amymahjoory.com https://www.insta...
Ep.88 Investing in Distressed Assets
February 13, 2023 22:00 - 1 hour - 44.4 MBIn todays Webinar Mat and Aaron speak with special guest Josh McCallen on investing in Distressed Assets. Josh McCallen is a nationally recognized hospitality executive, conference speaker, innovator, builder and investor with a track record for developing exceptional resort properties and growing world-class operational teams. In 20 years, McCallen has led luxury residential and hospitality construction programs, served as president of a 400+ person hotel development and management comp...
Investing in Distressed Assets
February 13, 2023 22:00 - 1 hour - 44.4 MBIn todays Webinar Mat and Aaron speak with special guest Josh McCallen on investing in Distressed Assets. Josh McCallen is a nationally recognized hospitality executive, conference speaker, innovator, builder and investor with a track record for developing exceptional resort properties and growing world-class operational teams. In 20 years, McCallen has led luxury residential and hospitality construction programs, served as president of a 400+ person hotel development and management comp...
Ep.87 Secure 2.0 & Law Changes to IRA'S & 401K'S in 2023
February 07, 2023 17:00 - 38 minutes - 26.5 MBMat takes the new Secure 2.0 and breaks it into the most important pieces. Answering your questions on the new law changes along the way. To find out more details on Secure 2.0 and the new Law Changes to IRA's and 401K's visit the link below! ---- Secure 2.0 Podcast and Article: https://matsorensen.com/self-directed-ira-investing/huge-changes-iras-401ks-new-budget-law-affects-everyone/ https://directedira.com/ep-82-huge-change-to-iras-and-401ks-new-laws-in-affect/ Learn how to take contr...
Secure 2 0 & Law Changes to IRA'S & 401K'S in 2023
February 07, 2023 17:00 - 38 minutes - 26.5 MBMat takes the new Secure 2.0 and breaks it into the most important pieces. Answering your questions on the new law changes along the way. To find out more details on Secure 2.0 and the new Law Changes to IRA's and 401K's visit the link below! ---- Secure 2.0 Podcast and Article: https://matsorensen.com/self-directed-ira-investing/huge-changes-iras-401ks-new-budget-law-affects-everyone/ https://directedira.com/ep-82-huge-change-to-iras-and-401ks-new-laws-in-affect/ Learn how to take contr...
Ep.86 SOLO 401K VS. SEP IRA
January 31, 2023 20:00 - 35 minutes - 24.4 MBIn this episode, Mat and Mark discuss the differences between Solo 401Ks and SEP IRAs; they explain which plan is right for YOU! Article on Solo 401Ks: 2022 Solo 401(k) Contribution Deadlines: Rules, Steps, and Strategies SEP IRA can now be ROTH: EP.82 Huge Change to IRA’s and 401K’s – New Laws in Affect Learn 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/...
WEBINAR 21: Investing in Alternative Assets with and IRA or 401k
January 23, 2023 17:00 - 1 hour - 55.9 MBInvesting in Alternative Assets with an IRA or 401k How the Rich Invest in Alternative Assets and How you can too. Hosted by Mat Sorensen, Aaron Halderman, and Michael Bradley of Bradley Wealth In this webinar we’ll discuss: What are alternative investments? What types of alternative assets exist? Who can invest in alternatives? How do I get started investing in alternatives? What counterparties are involved in the alternative investing process? Why are investors adding alternative asse...
Ep.84 Putting Your Sleepy IRA and 401K $ to Work: Transfer and Roll Over Rules
January 17, 2023 16:00 - 24 minutes - 16.9 MBIn this episode, Mat and Mark discuss Transfers and Rollovers. And practicing not leaving any money on the table. ---- Leave your questions in the comment section below! 🔊 Found this video helpful? Click the Like bottom & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. --- Learn how to take control of your retirement - https://directedira.com/ Self-directed IRA Podcast - https://matsorensen.com/podcast/ Be an expert/shop my pro...
EP.83 Your 2023 Savings Goal for Your IRA and 401k.
January 06, 2023 18:00 - 23 minutes - 16.2 MBMat and Mark discuss savings habits, matching, and how to maximize retirement account contributions. ---- Leave your questions in the comment section below! 🔊 Found this video helpful? Click the Like bottom & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. --- 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 - htt...
EP.82 HUGE CHANGES TO IRA'S AND 401 K'S - NEW LAWS IN AFFECT
January 04, 2023 18:00 - 37 minutes - 25.8 MBDid the Grinch or Santa Claus come to town? Biden signs the new bill... What does this mean for small business owners?? Want to know all about this topic? Visit my website to read the full article - Huge Changes to IRAs and 401(k)s in New Budget Law that Affects Everyone - https://matsorensen.com/self-directed... Connect with me online: - Instagram: https://www.instagram.com/matsorensen/ - Facebook: https://www.facebook.com/MatSorensenS... - LinkedIn: https://www.linkedin.com/in/matsor...
WEBINAR 20: How much do you need in your IRA or 401k to retire?
December 28, 2022 16:00 - 1 hour - 43.2 MBHow much do you need in your IRA or 401k to retire? The Formula You Will Need. Hosted by Mat Sorensen, bestselling author of The Self Directed IRA Handbook, and Aaron Halderman, COO of Directed IRA. In this webinar we will discuss: Get clarity on your numbers. Know how to create an actionable retirement plan. Set yourself up for success in 2023. Register to get your questions answered Live by Mat and Aaron. in our next Webinar! https://directedira.com/webinar/ Schedule a Free 15-minut...
Ep.80 Backdoor Roth IRA for 2023 and Beyond
December 09, 2022 22:00 - 30 minutes - 20.6 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 $140,000 ($218,000 for married taxpayers, 2023), those whose income e...
EP. 79 Roth Conversions and Chunking Before Year End
December 01, 2022 20:00 - 33 minutes - 22.8 MBRoth 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), then that money grows tax-deferred, but you pay tax on the money as it is drawn out at retirement. If you have traditional dollars where you obtained tax deductions for those contributions, you then have to pay tax on the amount you want t...
EP78: How To Fund Your Deal With Other People's IRAs
November 22, 2022 15:00 - 1 hour - 46.3 MBThis podcast was hosted by Mat Sorensen, bestselling author of The Self Directed IRA Handbook, and Aaron Halderman, COO of Directed IRA with special guest Bill Predebon, Founder/President, Creative Solutions Investments, LLC. Creative Solutions Investments, LLC, (CSI, LLC) is a Real Estate Investing Company, specializing in Fix and Flip short-term investments, creative financing, and creative investing strategies. Ultimately, long-term buy and hold strategies. In this podcast, they discus...
EP 77: Open Forum - Self-Directed IRA Q&A on Start-Ups, Syndicates, RMD, Crypto, FDIC, Side Door Solo 401k
November 14, 2022 15:00 - 41 minutes - 28.5 MBBestselling authors, Mat Sorensen of, "The Self-Directed IRA Handbook," and Mark J. Kohler, "The Tax & Legal Playbook," answer your questions on buying alternative assets with retirement accounts including: • Investing in a start-up with a Roth IRA. • What happens to a 401k or self-directed IRA that has invested in a syndication when retiring. • How to best plan for Required Minimum Distribution (RMD). • The difference between a Trust Company vs. Third Party Administrator (TPA). • What yo...
New Contribution Limits 2023
November 07, 2022 21:00 - 30 minutes - 21.2 MBMat Sorensen and Mark J. Kohler explain everything you need to know about the increased contribution limits for 2023. They walk through the rules and common strategies people use to get more money into their retirement accounts. They show how to avoid jacking up your account. This episode will have you perfectly prepared to max out your retirement account! Solo 401k Special 2023 - Learn more Learn how to take control of your retirement - https://directedira.com/ Self-directed IRA Podcast...
EP 75: Roth Accounts for Realtors and Brokers
November 02, 2022 14:00 - 27 minutes - 18.7 MBAs 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 r...
EP 74: How To Do A Kid's Roth IRA
October 25, 2022 00:00 - 28 minutes - 19.8 MBHow 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 bec...
Ep.73: Solo 401(k) Structures and Strategies
October 17, 2022 20:00 - 56 minutes - 38.5 MBIn this Podcast 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 typ...
Ep.72: 6 Common Mistakes Investors Make with IRA LLCs and Checkbook IRAs
October 10, 2022 22:00 - 33 minutes - 23.1 MBThe 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 Distributi...
EP71 Open Forum: Your Questions Answered on Real Estate in a Roth IRA, Short Term Rentals, UBIT Tax
September 27, 2022 23:00 - 55 minutes - 38.1 MBYou asked and bestselling authors, Mat Sorensen & Mark J. Kohler answered your self-directing IRA questions! Can you self-direct in a 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 pr...
EP 70: Analyzing Investments for Retirement Accounts
September 16, 2022 14:00 - 56 minutes - 38.9 MBMat 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 inflation. Mat and Jamison also talked about: Making i...
EP 69: Student Loan Debt Crisis and The Solution - Coverdell ESAs, 529 and Roth IRAs
September 07, 2022 01:00 - 41 minutes - 28.8 MBThis episode is a "Must listen," to 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 acc...
Roth IRA vs. Health Savings Account (HSA): Which Is Better?
August 31, 2022 00:00 - 19 minutes - 13.6 MBIf you only had $5,000, would you put it in a Roth IRA or a Health Savings Account (HSA) account? Watch The Great Debate between tax attorneys and bestselling authors, Mat Sorensen & Mark J. Kohler on how to best grow your money tax-free. Some key comparisons: ANNUAL CONTRIBUTIONS HSA gives you a tax deduction. You can contribute Single $3,650 and Family $7,300. Roth IRA has no tax deduction. You can contribute $6,000 per person + $1,000 if 50 or older. Roth IRA for Kids with income. ...
Investing Strategies! What Would The Bank Do? Top 10 Due Diligence Checklist!
August 22, 2022 15:00 - 39 minutes - 27 MBIs there a deal you're considering? Are you aware of the investment risks? You need to ask yourself some hard questions to protect yourself. Here are the top 10 tips on how to minimize your risk with a simple, yet powerful list of questions that will show you how to negotiate like a serious investor and to protect you from bad deals. In this episode, Mat Sorensen and Mark J. Kohler not only talk in detail about how to analyze if a deal is a good fit for you, we give real life examples to ...
67: Due Diligence | Ten Important Steps.
August 22, 2022 15:00 - 39 minutes - 27 MBJoin Mat and Mark as they discuss how important due diligence is. Listen as they discuss 10 important steps to help guide you through your successful journey as a business owner. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast
Investing in Real Estate? What Would The Bank Do? Top 10 Due Diligence Checklist!
August 22, 2022 15:00 - 39 minutes - 27 MBIs there a deal you're considering? Are you aware of the investment risks? You need to ask yourself some hard questions to protect yourself. Here are my top 10 tips on how to minimize your risk with a simple, yet powerful list of questions that will show you how to negotiate like a serious investor and to protect you from bad deals. In this episode, Mark J. Kohler and I not only talk in detail about how to analyze if a deal is a good fit for you, we give real life examples to help you rec...
EP 66: Open Forum
August 16, 2022 16:00 - 56 minutes - 38.7 MBJoin 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 Learn how to take control of your retirement - https://directedira.com/ Self-directed IRA Podcast - https://matsorensen.com/podcast/ Shop m...
Ep 65/Webinar: 6 ways to protect your IRA or 401K in a recession
July 26, 2022 17:00 - 1 hour - 45.8 MBIn this webinar Mat Sorensen and Aaron Halderman go over the 6 ways to protect your IRA or 401K in a recession. * Should you sell your account's assets * When to hold cash * Analyzing whether to sell stocks and mutual funds * Does a Roth Conversion make sense in 2022 * Assets that perform well during a recession * How alternative investments can help with portfolio diversification * What are your next steps Submit your questions, listen, search for prior episodes, and sign up for the Direc...
Ep. 64 Raising Capital from IRAs & 401(K)s
July 18, 2022 17:00 - 44 minutes - 30.5 MBWhether you’re trying to raise $50,000 or $50 million, there is $30 trillion in U.S. retirement accounts. IRAs can always self-direct. Therefore, you are allowed to invest in alternative assets like real estate with an IRA or Solo 401k. In this video Mat Sorensen and Mark J Kohler show: •3 Steps to Unlock Money and, •3 Ways to Raise Capital from IRAs and 401ks. The 3 strategies Mat and Mark explain in detail are: Lender Partner Investor Grab a pen and paper to take notes as Mat & Mar...
EP 63: Open Forum
July 11, 2022 16:00 - 43 minutes - 29.8 MBJoin 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 Learn how to take control of your retirement - https://directedira.com/ Self-directed IRA Podcast - https://matsorensen.com/podcast/ Shop m...
EP 62: Solo 401(k) Required Filings and Avoiding Common Mistakes.
June 28, 2022 15:00 - 36 minutes - 25.4 MBMat and Mark outline common mistakes made in solo 401(k)s (aka, QRPs) when it comes to creation, documentation, contributions, handling of funds, and filings. They cover plan documents and update requirements (required every 6 years) as well as 5500-EZ solo 401(k) tax return filings. Learn 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...
Ep 61: Analyzing a Rental Property & Investing with your Self-Directed IRA
June 22, 2022 16:00 - 1 hour - 44.2 MBIn this webinar/podcast episode Mat Sorensen and Aaron Halderman are Interviewing national real estate expert Marco Santarelli of Norada Real Estate on how to analyze a potential rental property. In this virtual broadcast/webinar we will discuss: - 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 - What property types and markets are popular - How do you get started with as ...
EP 60: How to move my IRA and 401(K) around?
June 06, 2022 16:00 - 31 minutes - 21.9 MBIn 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). Also, check out: Can I rollover or transfer my existing retirement account to a self-directed IRA? https://directedira.com/faq/#num2 And visit www.directedira.com/podcast for more episodes.
EP 60: How to move my IRA and 401(K) around?
June 06, 2022 16:00 - 31 minutes - 21.9 MBIn 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). Also, check out: Can I rollover or transfer my existing retirement account to a self-directed IRA? https://directedira.com/faq/#num2 And visit www.directedira.com/podcast for more episodes. Learn how to take control of your retirement - https://directedira.com/ Self-direct...
Open Forum - Answering your difficult Self-Directed IRA questions
June 01, 2022 01:00 - 45 minutes - 31 MBJoin 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 Learn how to take control of your retirement - https://directedira.com/ Self-directed IRA Podcast - https://matsorensen.com/podcast/ Shop m...
Ep 58- 5 Common Mistakes when Self-Directing
May 07, 2022 06:00 - 25 minutes - 17.8 MBNew to self-directing your retirement accounts? Here are 5 mistakes that most people make. For more info make sure to check out DirectedIRA.com
Ep 58- 5 Common Mistakes when Self-Directing
May 07, 2022 06:00 - 25 minutes - 17.8 MBNew to self-directing your retirement accounts? Here are 5 mistakes that most people make. For more info make sure to check out DirectedIRA.com Learn 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.so...
Ep 57- Mega Back Door Roth Revealed
April 15, 2022 17:00 - 32 minutes - 22.6 MBA 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. For more info make sure to check out DirectedIRA.com Learn 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: htt...