Are you wondering how to spot a great investment opportunity in today’s real estate market? In this video, we dive into the current state of the real estate industry, focusing on multifamily properties, interest rate impacts, and strategies to navigate a challenging market.Join us as we discuss: ✔️ Why Arizona’s multifamily market is facing unique challenges and opportunities. ✔️ The effects of rising interest rates on property values. ✔️ How distressed opportunities are creati...
Did you know you can use your IRA to invest in cryptocurrency? In this video, I’ll walk you through how to buy crypto like Bitcoin, Solana, and XRP using your IRA and explain the incredible tax benefits that come with it. Whether you're looking to diversify your portfolio, capitalize on crypto's growth potential, or take advantage of the tax-free or tax-deferred benefits of an IRA, this strategy can be a game-changer. Ready to get started? Open a crypto IRA account today: https://...
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 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 you...
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 practic...
Join Mat Sorensen and special guest David Feingold, CEO of Broad Street Private Equity, for an insightful discussion on private equity investing. In this Directed IRA webinar, they break down what private equity is, how it works, and why it's becoming a popular asset class for self-directed IRA investors. With over 100 accounts investing in Broad Street deals, David shares his 34 years of experience and expertise in managing private businesses and navigating the world of alternative investmen...
Discover the journey of real estate developer and entrepreneur Cody Sperber as he joins Mat Sorensen to discuss the art of scaling businesses, real estate development, and thriving in competitive markets. In this episode, Cody reveals his transition from wholesaling and flipping houses to tackling luxury home developments and his strategic pivot into commercial and manufactured housing.Learn how Cody leveraged partnerships to break into development, built eco-friendly homes tied to charitable...
In this episode of the Directed IRA Podcast, Mat Sorensen joins forces with Mark J. Kohler to break down essential retirement strategies for high-income earners. They discuss the critical $2.5 million retirement target, the importance of "employee after-tax contributions," and how to maximize retirement accounts with over $100,000 in contributions annually—even for W-2 employees. Mat and Mark debunk common myths about retirement planning and explain why growing your retirement account doesn’t...
In this episode of the Directed IRA Podcast, Mat and Mark explore the hidden benefits of the Roth IRA that many investors overlook. While most people know about the tax-free growth advantage, there’s much more to this retirement account that makes it a must-have for any financial strategy. From the backdoor Roth IRA to the flexibility of withdrawing contributions without penalty, Mat and Mark unpack five surprising benefits that can help you maximize your retirement savings. Tune in to ...
In this episode of the Directed IRA podcast, Mat and Mark give unique strategies to supercharge your 401(k) and take control of your retirement savings.They explore how self-directing your 401(k) can open up investment opportunities beyond stocks and mutual funds, such as real estate, private businesses, and even cryptocurrency. Plus, they discuss the powerful "match and out" strategy to maximize your employer's contributions and why it’s crucial to take control of your retirement funds. Whet...
In this episode, Mat dives into one of his favorite retirement strategies—the Solo 401(k). Whether you're a full-time entrepreneur or running a side hustle, this account is designed specifically for self-employed individuals with no employees. The Solo 401(k) allows you to contribute up to $69,000 per year, with options for both Roth and traditional dollars.We'll break down everything you need to know, from qualifying for a Solo 401(k) to setting it up and managing it. How does it compare to ...
In this special episode, Mat is joined by Kris Krohn, a real estate expert with a massive following, for a debate on the best way to build wealth—investing in real estate or focusing on your IRA/401k. 💥We dive into the numbers, the pros and cons of each strategy, and why Kris thinks IRAs and 401ks are underperforming for most investors. I share my perspective on the power of self-directed IRAs and how they can offer a more dynamic approach to building retirement wealth.Tune in for some surpri...
In this episode, Mat Sorensen and Mark J. Kohler dive into a critical yet often overlooked topic: Asset Protection for your 401(k) and IRA. Many people focus on the tax benefits of retirement accounts, but did you know these accounts offer powerful protections from lawsuits and bankruptcy?Mark and Mat discuss real-life examples, including how even O.J. Simpson has managed to keep his 401(k) intact despite a massive civil lawsuit judgment. If you're worried about protecting your retirement sav...
Welcome to the Directed IRA Podcast! In this episode, we're diving into an open forum where we answer your questions about retirement accounts, including how to sell assets in your account, operate a Solo 401(k), and more. We’re breaking down what you can and can’t do so that you can make the most out of your retirement planning.Got questions? Head over to DirectedIRA.com/podcast and submit yours for future episodes. We’re here to help you navigate the complexities of retirement with expert a...
In this episode, Mat Sorensen and Mark J. Kohler discuss a topic crucial for freelancers, independent contractors, and all those hustling to make a living without the traditional benefits of a 401(k). If you're a freelancer who has ever felt left out of retirement planning, this episode is for you.Mat and Mark dive into the unique opportunities available to freelancers when it comes to retirement savings. They explore why being your own boss is not only great for flexibility and creativity bu...
Welcome to a special Directed IRA webinar episode! I'm Mat Sorensen, and today we're diving into the critical world of venture capital investing. While many are familiar with real estate and private equity, venture capital is a powerful asset class with its own unique risks and rewards. To guide us through this, I'm joined by Chris Lustrino, CEO and Founder of Kingscrowd. Chris is an expert in venture analytics and fund performance, and together, we'll explore how you can navigate and succeed...
Welcome to another episode of the Directed IRA Podcast! In this episode, Mat Sorensen and Mark J. Kohler dive into funding college education without relying on student loans. Whether you're a parent of young children or teens, understanding how to use Coverdell Education Savings Accounts, Roth IRAs, and 529 Plans can save your family from the burden of student loan debt.Key Discussion Points:- The pros and cons of using 529 Plans for college savings.- How Coverdell ESA's can offer flexibility...
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 max...
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.comLearn how to take control of your retirement - https://directedira.com/Self-directed IRA Pod...
Top 10 Frequently Asked Questions About Self-Directed IRAsWelcome 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 inf...