Directed IRA Podcast

著者： Mat Sorensen and Mark Kohler
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  • サマリー

  • 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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あらすじ・解説

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
個人ファイナンス 経済学
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エピソード
  • Buying Crypto with your IRA - Step by Step

    Buying Crypto with your IRA - Step by Step
    2024/12/16

    In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down everything you need to know about using a crypto IRA or crypto 401(k) to invest in top tokens like Bitcoin, Solana, and XRP. Learn the step-by-step process to open an account, fund it, and start trading—all within tax-advantaged vehicles like a Roth IRA. Discover why thousands of investors trust Directed IRA to streamline this process and how you can achieve tax-free gains on your crypto investments. Don’t miss this expert guide to securing your financial future with alternative assets!

    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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    17 分
  • Roth Chunking and Year-End Deadlines & Strategies

    Roth Chunking and Year-End Deadlines & Strategies
    2024/12/02

    Don't Miss These Year-End Retirement Deadlines!

    In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J Kohler break down the five crucial actions you need to take before December 31st to maximize your retirement and tax strategy. From Roth conversions to required minimum distributions (RMDs), we cover what you must know to avoid missing out on key opportunities and facing unnecessary penalties.

    Highlights:
    - Roth Conversions: Why you should act before year-end to lock in your tax bracket and optimize your retirement savings.
    - Year-End Tax Planning:Avoid scrambling on December 30th—get ahead with smart, actionable steps.
    - Avoid Tax Bracket Pitfalls: How to strategically "chunk" your Roth conversions to stay in a favorable tax bracket.
    - Required Minimum Distributions (RMDs): Important rules if you're 73 or older to ensure compliance and avoid penalties.

    Whether you're a seasoned investor or new to retirement planning, this episode is packed with actionable advice to help you make the most of your year-end planning.

    Subscribe for more tips on maximizing your retirement strategy!

    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 分
  • Open Forum: Listeners Questions Answered!

    Open Forum: Listeners Questions Answered!
    2024/11/25

    Podcast Description:

    In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler answer listener-submitted questions in an open forum! They cover key topics like managing Required Minimum Distributions (RMDs) within IRA LLCs, strategies for Roth conversions, and the ins and outs of rolling over a Roth 401(k) to a solo 401(k). They also discuss critical considerations for maximizing Social Security benefits and avoiding Medicare penalties.

    Tune in for expert insights and practical tips on self-directed retirement accounts, tax strategies, and more—straight from real questions submitted by our audience!

    Have questions? Submit them at directedira.com/podcast for a chance to be featured in a future episode!

    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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    49 分

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