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Directed IRA Podcast

Mat Sorensen and Mark Kohler
Self-Directed IRA
Roth IRA
Real Estate Investment
Real Estate
Cryptocurrency
401(k)
Solo 401(k)
Self-Directed Iras
Prohibited Transactions
Tax Strategies
Health Savings Account
Investment Strategies
Backdoor Roth IRA
Retirement Accounts
Mega Backdoor Roth
IRA LLC
IRA
Directed IRA
Traditional IRA
Precious Metals

The Directed IRA Podcast, hosted by attorneys Mat Sorensen and Mark J. Kohler, is the leading source for investors navigating the world of self-directed IRAs and 401(k)s. As co-founders of Directed IRA & Directed Trust Company (directedira.com), Mat and Mark have helped thousands of clients invest in alternative assets using tax-advantaged retirement accounts.

Episodes cover topics related to sel... more

PublishesWeeklyEpisodes237Founded6 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Directed IRA Podcast

Latest Episodes

Download your free Beginner’s Guide to Self-Directing an IRA to learn how you can use retirement funds to invest in real estate, private businesses, private funds, and other alternative assets.

Need help with your tax and legal strategy? Schedule a ... more

If you're ready to take greater control of your retirement investments, Directed IRA can help you open a self-directed IRA or Solo 401(k) and explore investment opportunities beyond the traditional stock market, including real estate, private lending... more

Download our free guide to Self-Directing an IRA to learn the basics of self-directed investing, explore your alternative investment options, and understand how a self-directed IRA can be a long-term wealth-building strategy. Whether you're intereste... more

If you’re ready to invest in venture or a startup with your IRA, book a call with Directed IRA today to learn more!: directedira.com/appointment/

Tell USVC about your situation and their team will follow up individually with the right path: ... more

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Recent Guests

Ankur Nagpal
Founder/Executive at USVC, AngelList Asset Management
USVC / AngelList Asset Management
Episode: Investing in Venture or Startups with a Self-directed IRA
Kris Kjolberg
In-studio guest from Pravati Capital
Pravati Capital
Episode: Investing in Litigation Finance with Your IRA
Ryan Tosto
Senior attorney who has prepared hundreds of estate plans
KKOS Lawyers
Episode: Passing Down Your IRA or 401(k) Tax-Free with an Inherited IRA
Ashley Burr
Senior attorney at KKOS Lawyers
KKOS Lawyers
Episode: When Should You Use an IRA/LLC or Checkbook IRA?
John Ciccarchi
Board member mentioned in the video clips
Director/Board member at Directed IRA
Episode: Real Self-Directed IRA Deals (Show and Tell with Mat and Mark)
Bridger Pennington
Founder, CEO of Fund Launch Live; runs private funds and teaches capital-raising
Fund Launch Live
Episode: How to Find, Vet, and Invest in Private Funds with a SDIRA (ft. Bridger Pennington)
Tillman Holloway
CEO of Arch Public
Arch Public
Episode: Crypto Market Reset: What To Do Now
Andrew Parish
Co-founder of Arch Public
Arch Public
Episode: Crypto Market Reset: What To Do Now
Troy Eckard
Pro in oil and gas investing and mineral rights
Eckard Enterprises
Episode: What You Need to Know When Buying Oil & Gas With an IRA

Hosts

Mat Sorensen
Attorney, author and CEO of Directed IRA & Directed Trust Company
Mark J. Kohler
CPA, attorney, author and Senior Partner at KKOS Lawyers

Reviews

4.8 out of 5 stars from 215 ratings
  • So Informative

    I love listening to an audio on the topic of SDIRA’s. I had no idea this was even an option and love that Matt and Mark take the time to discuss real life examples of what is possible as alternative ways of diversifying your retirement portfolio.

    Audible
    5
    Ann Marie Davis
    United Statesa year ago
  • I love listening to an audio on the topic of SDIRA’s. I had no idea this was even an option and love that Matt and Mark take the time to discuss real life examples of what is possible as alternative ways of diversifying your retirement portfolio.

    Audible
    5
    Ann Marie Davis
    United Statesa year ago
  • Better explanation

    I really like the content and strategies they discuss. However, they often leave out one major detail, that you can’t move your current employer 401k money into a self-directed IRA account, which is often times where most of your retirement money is. Ultimately making all the strategies they’re discussing irrelevant.

    Apple Podcasts
    1
    Alaskabadger
    United States3 years ago
  • Just another salesman podcast

    Every 5 minutes these guys are just pitching you on their services. I educated myself on how to do this and was looking for a podcast that would talk about all the creative ways people are using these investment tools. But sadly they just ramble on and fluff up their services and make it seem your doing it wrong if you go anywhere else.

    Schwab offers this now but their just going to tell you to not go their too.

    I purchased all my documents and a course from a lawyer and set everything up a... more

    Apple Podcasts
    1
    BigRich_21
    United States3 years ago
  • Great tips but ….

    Overall the information is excellent, but the constant unnecessary banter and jokes is extremely frustrating. It’s kind of like being in a really great class in school with a 12-year-old boy who keeps making stupid jokes and you just want him to shut up and let the teacher explain. I listened to one podcast that was 10 rules on disallowed transactions and it was 45 minutes, because there was so much unnecessary dribble. I can’t figure out why they do this. Is their audience this undereducate... more

    Apple Podcasts
    3
    Missy Scarlett
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

A recurring criticism is that service promotions can feel frequent and detract from educational content.
Listeners value the practical guidance on self-directed IRAs, 401(k)s, tax strategies and alternative investments.
Some listeners find the banter and jokes distracting, and want tighter, more focused explanations.
Some listeners say the explanations make unfamiliar retirement-account strategies accessible and actionable.

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Talking Points

Recent interactions between the hosts and their guests.

Passing Down Your IRA or 401(k) Tax-Free with an Inherited IRA
Q: How does my self-directed IRA that holds real estate do RMDs?
Rental income can generally be used to meet the RMD, and distributions from another IRA may also satisfy the requirement. If there is no cash or other account available, the owner may need to sell the asset or consider an in-kind distribution of a portion of the property.
Passing Down Your IRA or 401(k) Tax-Free with an Inherited IRA
Q: Do you recommend putting the living trust as the IRA beneficiary, and does the trust have to file tax returns every year if the beneficiary is not supposed to get the inheritance until 10 years later?
They say the choice depends on the estate plan, though a common arrangement is to name a spouse first and a trust as contingent beneficiary. A trust that retains assets after the account owner's death may need to file tax returns; if assets pass directly to beneficiaries, the trust generally does not hold them or report income from them.
Roth IRA vs Roth 401(k) - Where Should You Put Your Money?
Q: How do you move money from a Roth 401(k) to a Roth IRA, and are there limitations?
You can generally move money from a Roth 401(k) to a Roth IRA when you are no longer an employee or have reached retirement plan ages (59.5 or older in many plans). In-service rollovers or other exceptions exist, but the standard path is an exit from employment or retirement age.
Roth IRA vs Roth 401(k) - Where Should You Put Your Money?
Q: Can I do a backdoor Roth IRA if my husband and I file as married filing separately?
Yes. The backdoor Roth IRA remains available and can be used even when filing separately, though the tax treatment can be more complicated due to separate filing status.
Roth IRA vs Roth 401(k) - Where Should You Put Your Money?
Q: Can I get a low-interest asset-backed loan from a regular Roth IRA, not a self-directed Roth IRA?
No. A regular (non-self-directed) Roth IRA cannot lend money to the owner or be used as collateral for a loan to the owner. Prohibited transactions prevent self-dealing; only a self-directed Roth IRA can act as a private lender.

Audience Metrics

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Frequently Asked Questions About Directed IRA Podcast

What is Directed IRA Podcast about and what kind of topics does it cover?

Practical guidance on using self-directed IRAs and 401(k)s to invest in assets beyond conventional stocks and bonds. Attorneys Mat Sorensen and Mark J. Kohler explain account rules, tax treatment, contribution strategies, prohibited transactions and investment structures, often using examples involving real estate, private funds, startups, private lending and cryptocurrency. Episodes combine host-led explainers and comparisons with live questions and conversations with legal, tax and investment specialists. The focus is on actionable decisions, from choosing and funding an account to understanding compliance and coordinating retirement savings with business or estate plans. The distinctive angle is the close attention to how alternative inv... more

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Which podcasts are similar to Directed IRA Podcast?

These podcasts share a similar audience with Directed IRA Podcast:

1. Main Street Business
2. Tax Smart Real Estate Investors Podcast
3. Real Wealth Show: Real Estate Investing Podcast
4. Ken McElroy Show
5. Small Business Tax Savings Podcast

How many episodes of Directed IRA Podcast are there?

Directed IRA Podcast launched 6 years ago and published 237 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Directed IRA Podcast?

Recent guests on Directed IRA Podcast include:

1. Ankur Nagpal
2. Kris Kjolberg
3. Ryan Tosto
4. Ashley Burr
5. John Ciccarchi
6. Bridger Pennington
7. Tillman Holloway
8. Andrew Parish

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