Directed IRA Podcast
Directed IRA Podcast

Directed IRA Podcast

Mat Sorensen and Mark Kohler

Overview
Episodes

Details

A 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. 

Recent Episodes

51 minutes of Pure Advice on how to Build Wealth
APR 25, 2024
51 minutes of Pure Advice on how to Build Wealth

In 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.com/the-main-street-tax-pro-certification/
 

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.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen

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51 MIN
What to do if you have an Inherited IRA.
APR 11, 2024
What to do if you have an Inherited IRA.

In 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 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/@MatSorensen

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19 MIN
Who's the beneficiary of your IRA or 401K? Beware!
APR 11, 2024
Who's the beneficiary of your IRA or 401K? Beware!

In 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 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/@MatSorensen

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20 MIN
How much you should have in your 401k by age
APR 3, 2024
How much you should have in your 401k by age

Join 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/

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/@MatSorensen

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8 MIN
Open Forum: The RIGHT way to Invest with your Self-Directed IRA
APR 2, 2024
Open Forum: The RIGHT way to Invest with your Self-Directed IRA

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.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen

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40 MIN