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 retireme ..read more

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 ..read more

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 & Arti ..read more

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 ..read more

On this weeks Open Forum Live Webinar we talk about the basics of Self-Directing! From navigating prohibited transactions to maximizing retirement contributions, we cover it all. Learn about correction procedures, compliance protocols, and strategies for safeguarding your financial future. Have questions or need further guidance on self-directing your IRA? Reach out to my company  Directed IRA, and our team of experts will provide personalized assistance tailored to your needs. Subscribe now and take control of your Retirement! Learn how to take control of your retirement - https://direct ..read more

In this webinar, Mat Sorensen, CEO, and Aaron Halderman, COO of Directed IRA discuss everything you need to know about Solo 401(k)s  We cover the following topics: -New Roth Rules for 2024 and Beyond -Contributing 10 times more annually than an IRA -Understanding the necessity of an LLC for a Solo 401(k) -Qualification criteria -Avoiding common mistakes -Exploring the increased contribution limits for 2023 ($66k) and 2024 -Answering your questions  Learn how to take control of your retirement - https://directedira.com/ Self-directed IRA Podcast - https://matsorensen.com/podcast ..read more

Join us as we explore the various assets your Self Directed IRA can own, from real estate to private funds and crypto. Discover the benefits and considerations of investing in different assets with your retirement account. As tax and business lawyers, we provide insights into what makes a good investment for your IRA and share examples to help you navigate your investment journey. Key Topics Covered: - Exploring alternative assets for IRAs - Benefits of using IRAs for real estate investment - Understanding the asset options for IRAs - Tips for maximizing returns with self-directed IRAs - Con ..read more

In this episode of the Directed IRA Podcast, Mark and Mat get into the resurgence of interest in cryptocurrency investing. From Bitcoin hitting new highs to the SEC's approval of ETFs, the crypto landscape is evolving.  Key Topics Covered: - Breaking down the process of buying and investing in crypto through IRAs and 401(k)s. - The significance of ETF approval and the involvement of major financial players. - Exploring the growing interest in various cryptocurrencies beyond Bitcoin. - Understanding the $33 trillion in U.S. retirement accounts and diversifying investment options. Why Co ..read more

Our COO Aaron Halderman and I discuss transforming old employer 401k into a Self Directed IRA or 401K, navigating the intricacies of health and education savings, and choosing the right path between Roth and Traditional IRAs. Whether you're looking to use existing retirement account money or start fresh with new contributions, we've got you covered. Join us as we break down the rules, discuss pain points, and provide practical steps to empower you to take control of your retirement. At Directed IRA, we assist clients in setting up 30-40 new accounts daily, and our goal is to make you experts i ..read more

In this episode of the Directed IRA Podcast, Mark and I discuss turning your old employer's 401(k) into a million-dollar powerhouse. Learn how to escape the clutches of Wall Street, avoid high fees, and unlock the true potential of your retirement funds. Discover the Rule of 72 and how your money can double every six years, tax-free. Join the conversation on self-directed IRAs, alternative assets, and the path to financial freedom. Don't miss out on this episode – take control of your retirement and start building wealth today! Learn how to take control of your retirement - https://directedira ..read more