Directed IRA Podcast  Por  arte de portada

Directed IRA Podcast

De: Mat Sorensen and Mark Kohler
  • Resumen

  • 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.

    © 2024 Directed IRA Podcast
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Episodios
  • Solo 401(k) or SEP IRA: Determining the Best Retirement Strategy for the Self-Employed
    Jul 25 2024

    Welcome to the Directed IRA Podcast! This is Mat Sorensen, joined by the insatiable Mark J. Kohler. In this episode, we dive into a hot topic: Solo 401(k) vs. SEP IRA. Are you self-employed and wondering which retirement plan suits you best? We break down the differences, benefits, and unique scenarios for both options.

    Join us as we explore:

    - The origins and benefits of the SEP IRA.
    - Why the Solo 401(k) is often considered the superior choice for self-employed individuals.
    - Strategies for maximizing your contributions and making the most out of these plans.
    - How to navigate the nuances if you have part-time employees or plan to hire soon.

    Whether you’re a seasoned entrepreneur or just starting your self-employment journey, this episode is packed with valuable insights to help you make informed decisions about your retirement planning.

    Tune in and discover which plan could be the game-changer for 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/
    Ask Mat: https://matsorensen.com/ask-mat

    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/
    TikTok: https://www.tiktok.com/@sorensenmat
    YouTube: https://www.youtube.com/@MatSorensen

    Websites:
    https://directedira.com
    https://matsorensen.com
    https://kkoslawyers.com
    https://mainstreetbusiness.com...

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    24 m
  • Real Estate Opportunities in Today’s Market with Capital Fund
    Jul 18 2024

    This webinar explores real estate opportunities in today’s market with insights from Capital Fund.

    Learn about current market trends, lucrative investment strategies, and how to navigate the complexities of real estate investing. Discover tips on identifying promising properties, financing options, and maximizing returns in a dynamic market.

    To Learn More About Capital Fund:
    https://capitalfund1.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/
    Ask Mat: https://matsorensen.com/ask-mat

    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/
    TikTok: https://www.tiktok.com/@sorensenmat
    YouTube: https://www.youtube.com/@MatSorensen

    Websites:
    https://directedira.com
    https://matsorensen.com
    https://kkoslawyers.com
    https://mainstreetbusiness.com...

    Más Menos
    46 m
  • The Complete Guide to Self-Directed IRAs: Top 10 FAQs Answered
    Jul 11 2024

    Top 10 Frequently Asked Questions About Self-Directed IRAs

    Welcome to the Directed IRA podcast! In this episode, we tackle the top ten most frequently asked questions about self-directed IRAs. If you're curious about investing your IRA in assets like real estate, private companies, crypto startups, or private funds, this episode is for you.

    Join us as we share insights from over a decade of experience in the industry. We’ve had countless discussions with clients and have honed in on the key information you need to know to successfully manage a self-directed IRA.

    In this episode, you'll discover:
    - The fundamentals of self-directed IRAs
    - Various investment opportunities available
    - Benefits and common pitfalls to avoid
    - And much more!

    Tune in for expert advice and practical tips to help you navigate the world of self-directed IRAs.

    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/
    Ask Mat: https://matsorensen.com/ask-mat

    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/
    TikTok: https://www.tiktok.com/@sorensenmat
    YouTube: https://www.youtube.com/@MatSorensen

    Websites:
    https://directedira.com
    https://matsorensen.com
    https://kkoslawyers.com
    https://mainstreetbusiness.com...

    Más Menos
    43 m

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