Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving deep into your questions on Self-directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcastLearn 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

We're excited to present a special webinar recording with guest expert, Kris Krohn, a seasoned real estate expert. You will discover the potential of single-family home investments in the current economic landscape. In this webinar, you will learn actionable insights, real-world case studies, the power of self-directed IRAs in the single-family-home market, and how to generate above-average real estate returns. 📲 CONNECT WITH KRIS:=================Podcast https://www.kriskrohnshow.comInstagram https://www.instagram.com/kriskrohn/Facebook https://www.facebook.com/MentorwithKrisTwitter https://twitter.com/kriskrohnmentorLinkedIn https://www.linkedin.com/in/mentorwit...Youtube Channel: https://www.youtube.com/@KrisKrohnTikTok https://vm.tiktok.com/HQYU1v/Blog http://blog.kriskrohn.comAudible http://rdrurl.com/kriskrohnaudibleTo get a copy of Kris's Real Estate track record and a custom Real Estate game plan visit:https://www.kriskrohn.com/more----Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. https://directedira.com/appointment----To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcastLearn 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

In this episode, we break down the deadlines and strategies for contributing to your Solo 401(k) plan. If you're an S Corporation owner or a sole proprietor, this information is crucial. Discover how to reduce your taxable income, set up your Solo 401(k) plan, and start building your retirement nest egg. Don't miss out on these valuable tips and strategies to secure your financial future. AND DONT FORGET, SEPTEMBER 15th IS THE LAST DAY TO CONTRIBUTE!----Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. https://directedira.com/appointment----To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcastLearn 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

In this episode, Mat goes solo to tackle the most pressing Roth IRA questions of 2023. Whether you're considering a Roth IRA or exploring self-directing options, Mat provides thorough answers and valuable insights to help you make informed decisions. Don't miss out on the essential knowledge and tools you need to secure your financial future Top 10 Roth IRA Questions:- How much can I put in? - How big can my account get? - What if I make to much money? - What is a Backdoor Roth IRA and is it legit?- What can I invest in with a Roth IRA? - How do I get my money out EARLY of my Roth, No Penalty? - When can I take all of it out? - What is the 5 year rule? - How do I move my Roth IRA? ----Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. https://directedira.com/appointment----To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcastLearn 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

 In this episode, we're diving into an intriguing topic - the unspoken advice from Michael Burry, the mastermind behind "The Big Short," who famously shorted the housing market. Our message is clear - self-direction is the antidote to the stock market's wild swings. He's shorting the S&P 500 and NASDAQ with $1.5 billion, betting that the market will go down, not up. Before you brush this off as just another signal, understand this isn't just about making a quick buck for Burry - it's about tactical investing. Invest in what you know; invest in tangible assets. Your IRA or 401(k) doesn't have to be solely tied to the stock market. Consider reallocating your funds into hard assets like real estate or private companies. Real estate can be a game-changer for your retirement account. Wall Street might say it's not possible, but it is. And it's not just real estate – startups, alternative energy, oil and gas, and more. If you have insider knowledge, you can capitalize on it without crossing into insider trading territory. Curious to learn more?   #SelfDirectionSuccess #SmartInvestingMovesLearn 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

Let's talk shop: HGTV Magic vs. the REAL grind. Beyond the glitz, it's sweat – from new builds to lavish renos, even multifamily flips. TV hypes money, but what if profit's are a no-show? Contractors go AWOL?  What better way to get to the bottom of this than hearing it from HGTV personality @amymahjoory! Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding the type of account best for you. https://directedira.com/appointmentTo submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcastLearn 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

Join Mat and Mark as they break down the 5 most common mistakes clients make when converting their Traditional IRA money to Roth! Roth conversions remain popular as many fear that tax rates will only increase in the next few years, so why not convert now at lower tax rates and let the account grow and come out tax-free at retirement? Remember, if you have a traditional IRA or 401(k), that money grows tax-deferred, but you pay tax on it as it is drawn out at retirement. If you have traditional dollars where you obtained tax deductions for those contributions, you must pay tax on the amount you want to convert to Roth.----Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. https://directedira.com/appointment----To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast.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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

An Incredible Alternative Asset Summit- Here are some of the key takeaways and how it can directly apply to Self-Directing! - When vetting an investment sponsor (syndicator, fund manager) ask them about a failure or problem they’ve had on an investment/asset. If they don’t have one, they’re either not being transparent or they haven’t had enough experience in what they do to be investing with them. You want to hear about a struggle they’ve had and how they handled it. Veena Jetti - The middle market of commercial real estate has tremendous opportunity. Smaller deals below $5M are taken by wealthy individuals and entrepreneurs while large deals over say $20-50M are taken by large institutions, this leaves a huge opportunity in the “middle market” of $5M to $20M as the buyer pool is limited. Chris Loeffler - Banks are a business focused on their assets and revenues, they will be foreclosing if borrowers can’t pay and won’t be cutting deals as rates for commercial loans are resetting and rising. This is opportunity for investors. Find bank officers (eg linkedin search) and get to know bankers who handle these troubled loans and assets. Search for bankers with REO and special services in their job titles. Jonathan Morris - Find the best pros in your market (real estate agents, mortgage officers, title agents/attorneys, home builders/contractors) and network with them as someone who can solve problems and come up with your funds or private money to make creative deals and transactions work. John Shekarchi - Hospitality assets have been distressed by lack of bank lending/financing and covid restrictions but operators who can transform deeply discounted properties have significant upside (e.g. adding weddings and experiences to resorts to get rooms pre-booked and under contract over a year out). Josh McCallen - Stock market investing is about beating the person on the other end of a trade and trying to be the smartest in the market. Real estate investment success isn’t about being the smartest or beating someone else, it’s more determined by creativity and hard work on deals on properties and opportunities that are all unique. Jamison Manwaring - Angel investing requires at least 10 investment positions as many investments will fail entirely while a couple can return a modest return and you’re hoping that at least one investment brings a significant return that makes up for the failures. Lisa Walker - Investor pLearn 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast----🔊 Found this video helpful? Click the Like button & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. Don't forget to leave your questions in the comment section below!---About Mat Sorensen:Mat is the leading national authority of The Self-Directed IRA industry, CEO of Directed IRA, partner at KKOS Lawyers, and best-selling author of “The Self Directed IRA Handbook,” with 40,000+ copies sold. Mat is also a VIP Contributor at Entrepreneur and an expert author at Cryptopedia. He is a go-to guest speaker for financial, tax, and legal podcasts, Live events, and conferences.---- * Did you know you can invest assets owned by your self-directed IRA more efficiently? To Set Up Your New Account With A Specialist visit https://directedira.com/appointment/. * Discover the benefits of using an IRA/LLC, also known as a “checkbook control IRA.” Visit KKOS Lawyers to get help setting up your single-member IRA/LLC, call KKOS Lawyers at (888) 801-0010, or visit their website at https://www.kkoslawyers.com. ---Leave your questions in the comment section below! 🔊 Found this video helpful? Click the Like bottom & share with others.Subscribe to my channel and click the 🔔 icon for notifications when I post a new video.----Learn how to take control of your retirement - https://directedira.com/Self-directed IRA Podcast - https://matsorensen.com/podcast/Be an expert/shop my products - https://shop.matsorensen.comBlog & Articles - https://matsorensen.com/blog/ ----Connect with me online:- Instagram: https://www.instagram.com/matsorensen/- Facebook: https://www.facebook.com/MatSorensenS...- LinkedIn: https://www.linkedin.com/in/matsorensen/- Twitter: https://twitter.com/matsorensen----Leave your questions in the comment section below!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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

How can you be the best parents? Get your kids saving! In this podcast episode, Mat and Mark walk you through the exact steps to create a legacy for your children. They also provide a very useful tax tool to turbo-charge saving with small steps.When you help your kids understand money, they have the ability to build wealth. Get a pad and pen ready because you’ll want to write down the Kid’s Roth IRA strategy!----Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. https://directedira.com/appointment----To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast----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/@MatSorensenLearn 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

Join Mat and Mark as they break down how to set up the perfect structure to partner your IRA with other accounts or individuals and build a mega IRA account; the checkbook LLC is a unique structure many don’t understand.About Mat Sorensen:Mat is the leading national authority of The Self-Directed IRA industry, CEO of Directed IRA, partner at KKOS Lawyers, and best-selling author of “The Self Directed IRA Handbook,” with 40,000+ copies sold. Mat is also a VIP Contributor at Entrepreneur and an expert author at Cryptopedia. He is a go-to guest speaker for financial, tax, and legal podcasts, Live events, and conferences.---- * Did you know you can invest assets owned by your self-directed IRA more efficiently? To Set Up Your New Account With A Specialist, visit https://directedira.com/appointment/. * Discover the benefits of using an IRA/LLC, also known as a “checkbook control IRA.” Visit KKOS Lawyers to get help setting up your single-member IRA/LLC, call KKOS Lawyers at (888) 801-0010, or visit their website at https://www.kkoslawyers.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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

Veena Jetti is our special guest in this webinar. Veena is founding partner of Vive Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors ($900M+). Veena has over a decade of real estate experience and over $1B+ in real estate assets over her career in both the startup world as well as the corporate world. ----Connect with Veena!https://www.linkedin.com/in/veena-jetti/https://www.instagram.com/veenajetti/https://www.facebook.com/theveenajettiHer fund!https://vivefunds.com---🔊 Found this video helpful? Click the Like button & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. Don't forget to leave your questions in the comment section below!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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

Mat and Mark discuss key points you need to know in order to decide what account types are best for you based on your personal situation and investment objectives. We’ll discuss the qualifications and requirements for each account type. Watch The Great Debate between tax attorneys and bestselling authors, Mat Sorensen & Mark J. Kohler on how to best grow your money tax-free.---Leave your questions in the comment section below! 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast----🔊 Found this video helpful? Click the Like button & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. Don't forget to leave your questions in the comment section below!---About Mat Sorensen:Mat is the leading national authority of The Self-Directed IRA industry, CEO of Directed IRA, partner at KKOS Lawyers, and best-selling author of “The Self Directed IRA Handbook,” with 40,000+ copies sold. Mat is also a VIP Contributor at Entrepreneur and an expert author at Cryptopedia. He is a go-to guest speaker for financial, tax, and legal podcasts, Live events, and conferences.---- * Did you know you can invest assets owned by your self-directed IRA more efficiently? To Set Up Your New Account With A Specialist visit https://directedira.com/appointment/. * Discover the benefits of using an IRA/LLC, also known as a “checkbook control IRA.” Visit KKOS Lawyers to get help setting up your single-member IRA/LLC, call KKOS Lawyers at (888) 801-0010, or visit their website at 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

In this episode of the Directed IRA Podcast, Mat and Mark discuss how to flip real estate in an IRA. They go over how thousands of their clients over the years have used their IRA to buy a piece of property, rehab it, and flip it for profit. That money then goes back into their retirement account, tax-free.---Leave your questions in the comment section below! 🔊 Found this video helpful? Click the Like button & share with others.Subscribe to my channel and click the 🔔 icon for notifications when I post a new video.----Learn how to take control of your retirement - https://directedira.com/Self-directed IRA Podcast - https://matsorensen.com/podcast/Be an expert/shop my products - https://shop.matsorensen.com/ Blog & Articles - https://matsorensen.com/blog/ ----Connect with me online:- Instagram: https://www.instagram.com/matsorensen/- Facebook: https://www.facebook.com/MatSorensenS...- LinkedIn: https://www.linkedin.com/in/matsorensen/- Twitter: https://twitter.com/matsorensen----Leave your questions in the comment section below!---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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

Investing your IRA into a Small Business is HUGE for getting the ball rolling and staying ahead while avoiding a bank loan. Diversify your investments and start looking into using your IRA or 401K to fund your business and get it off the ground!. Small businesses might need your money. Learn how to take control of your retirement - https://directedira.com/Self-directed IRA Podcast - https://matsorensen.com/podcast/Be an expert/shop my products - https://shop.matsorensen.com/Blog & Articles - https://matsorensen.com/blog/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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

Mat and Aaron will be joined by Gary Chung Our guest has experience with over 50 different deals with Self-Directed IRAs and Solo(k)s.This is the segment where we put CONCEPT into ACTION! We will discuss actual real estate IRA investments. The profits, pitfalls, and lessons in between. 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

Mat Sorensen and Mark J. Kohler explain everything you need to know about the increased contribution limits and looming deadlines for 2023. They walk through the rules and common strategies people use to get more money into their retirement accounts. They explain that the time is now to take action on your 2022 contributions and 2023 deadlines. This episode will have you perfectly prepared to max out your retirement account!Article on Contribution Limits and Deadlines: https://directedira.com/irs-2023-contribution-limits/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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

Join Mat Sorensen this open forum as he answer's your difficult Self-Directed retirement plan questions. Diving deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more.Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. https://directedira.com/appointmentTo submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcastLearn 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

In this webinar Mat and Aaron will be speaking with banking expert Jonathan Morris, CEO at Titan Bank, to discuss our most current events around banks collapsing. Topics Will Include:-How can you control your financial stability-Banks collapsing due to bank runs-FDIC insurance, rules and regulations-$250k Limit and Joint Accounts-FDIC Insurance for IRA/LLCs, Solo 401(k)'s, and IRAs-What is pass-through FDIC insurance-What options you have for multiple banking accounts-Bank deposit risks-What is the Bank Term Funding Program (BTFP)----🔊 Found this video helpful? Click the Like button & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. Don't forget to leave your questions in the comment section below!---About Mat Sorensen:Mat is the leading national authority of The Self-Directed IRA industry, CEO of Directed IRA, partner at KKOS Lawyers, and best-selling author of “The Self Directed IRA Handbook,” with 40,000+ copies sold. Mat is also a VIP Contributor at Entrepreneur and, an expert author at Cryptopedia. He is a go-to guest speaker for financial, tax, and legal podcasts, Live events, and conferences.---- * Did you know you can invest assets owned by your self-directed IRA more efficiently? To Set Up Your New Account With A Specialist visit https://directedira.com/appointment/. * Discover the benefits of using an IRA/LLC, also known as a “checkbook control IRA.” Visit KKOS Lawyers to get help setting up your single-member IRA/LLC, call KKOS Lawyers at (888) 801-0010, or visit their website at https://www.kkoslawyers.com. ---Leave your questions in the comment section below! 🔊 Found this video helpful? Click the Like bottom & share with others.Subscribe to my channel and click the 🔔 icon for notifications when I post a new video.----Learn how to take control of your retirement - https://directedira.com/Self-directed IRA Podcast - https://matsorensen.com/podcast/Be an expert/shop my products - https://matsorensen.com/products3/Blog & Articles - https://matsorensen.com/blog/ ----Connect with me online:- Instagram: https://www.instagram.com/matsorensen/- Facebook: https://www.facebook.com/MatSorensenS...- LinkedIn: https://www.linkedin.com/in/matsorensen/- Twitter: https://twitter.com/matsorensen-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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast ----Connect with me online:- Instagram: https://www.instagram.com/matsorensen/- Facebook: https://www.facebook.com/MatSorensenS...- LinkedIn: https://www.linkedin.com/in/matsorensen/- Twitter: https://twitter.com/matsorensen----Leave your questions in the comment section below!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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

Mat Sorensen and Mark Kohler outline how self-directed IRAs and solo 401(k)s can invest in private funds. These types of funds Including Hege Funds, Private Equity, Venture Capital, and Private Real Estate funds. Together they discuss the dos and don'ts of the most common fund types and how to use your Self-Directed IRA with one!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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

In today's episode Mat and Mark discuss Lending and notes with your Self-Directed IRA and 401K. Real Estate is the top invested asset here at Directed IRA, and this is how you can take your retirement to the next level. Before investing your hard-earned savings or self-directed IRA into an “alternative” business or real estate investment of another, you need to ask hard questions to the person or company receiving your money. Here are some tips to keep you out of legal trouble and to help you avoid bad investments or structures.---Leave your questions in the comment section below! 🔊 Found this video helpful? Click the Like bottom & share with others.Subscribe to my channel and click the 🔔 icon for notifications when I post a new video.----Learn how to take control of your retirement - https://directedira.com/Self-directed IRA Podcast - https://matsorensen.com/podcast/Be an expert/shop my products - https://shop.matsorensen.com/Blog & Articles - https://matsorensen.com/blog/ ----Connect with me online:- Instagram: https://www.instagram.com/matsorensen/- Facebook: https://www.facebook.com/MatSorensenSDIRA/- LinkedIn: https://www.linkedin.com/in/matsorensen/- Twitter: https://twitter.com/matsorensenLeave your questions in the comment section below!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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

Amy Mahjoory was our special guest for the Directed IRA podcast and talked about raising private money for your deals (OPM, other people's money). Amy is a frequent speaker and expert on raising private money for real estate. She's also known in the real estate space as a personality on HGTV's House Hunters. I'll be speaking at Amy's Raising Private Money event in April in Long Beach:https://www.raisingpm.com/liveeventYou can also find her at:https://amymahjoory.comhttps://www.instagram.com/amymahjoory/https://www.linkedin.com/in/amy-mahjoory-bb299511/Leave your questions in the comment section below! 🔊 Found this video helpful? Click the Like bottom & share with others.Subscribe to my channel and click the 🔔 icon for notifications when I post a new video.----Learn how to take control of your retirement - https://directedira.com/Self-directed IRA Podcast - https://matsorensen.com/podcast/Be an expert/shop my products - https://shop.matsorensen.com/Blog & Articles - https://matsorensen.com/blog/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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

In todays Webinar Mat and Aaron speak with special guest Josh McCallen on investing in Distressed Assets. Josh McCallen is a nationally recognized hospitality executive, conference speaker, innovator, builder and investor with a track record for developing exceptional resort properties and growing world-class operational teams. In 20 years, McCallen has led luxury residential and hospitality construction programs, served as president of a 400+ person hotel development and management company, and built numerous businesses and brands worth more than $150,000,000.Topics Include:Live Q&AInvesting in hospitality and resortsCreating a world-class brandThe importance of core values in your businessBuilding a successful team to support your investing businessThe importance of selling on value, not priceWhy Josh sees great opportunity and value in investing in resorts todayThinking of money as power that you can do for othersWhat other investors can learn and what Josh's company/fund is doing.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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

Mat takes the new Secure 2.0 and breaks it into the most important pieces. Answering your questions on the new law changes along the way. To find out more details on Secure 2.0 and the new Law Changes to IRA's and 401K's visit the link below! ----Secure 2.0 Podcast and Article:https://matsorensen.com/self-directed-ira-investing/huge-changes-iras-401ks-new-budget-law-affects-everyone/https://directedira.com/ep-82-huge-change-to-iras-and-401ks-new-laws-in-affect/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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

In this episode, Mat and Mark discuss the differences between Solo 401Ks and SEP IRAs; they explain which plan is right for YOU! Article on Solo 401Ks:2022 Solo 401(k) Contribution Deadlines: Rules, Steps, and StrategiesSEP IRA can now be ROTH: EP.82 Huge Change to IRA’s and 401K’s – New Laws in AffectLearn 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

Investing in Alternative Assets with an IRA or 401kHow the Rich Invest in Alternative Assets and How you can too.Hosted by Mat Sorensen, Aaron Halderman, and  Michael Bradley of   Bradley WealthIn this webinar we’ll discuss:What are alternative investments?What types of alternative assets exist?Who can invest in alternatives?How do I get started investing in alternatives?What counterparties are involved in the alternative investing process?Why are investors adding alternative assets to their portfolios?----Leave your questions in the comment section below! 🔊 Found this video helpful? Click the Like bottom & share with others.Subscribe to my channel and click the 🔔 icon for notifications when I post a new video.--- Learn how to take control of your retirement - https://directedira.com/Self-directed IRA Podcast - https://matsorensen.com/podcast/Be an expert/shop my products - https://matsorensen.com/products3/Blog & Articles - https://matsorensen.com/blog/ ---Connect with me online:- Instagram: https://www.instagram.com/matsorensen/- Facebook: https://www.facebook.com/MatSorensenS...- LinkedIn: https://www.linkedin.com/in/matsorensen/- Twitter: https://twitter.com/matsorensenLearn 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

In this episode, Mat and Mark discuss Transfers and Rollovers. And practicing not leaving any money on the table.----Leave your questions in the comment section below! 🔊 Found this video helpful? Click the Like bottom & share with others.Subscribe to my channel and click the 🔔 icon for notifications when I post a new video.--- Learn how to take control of your retirement - https://directedira.com/Self-directed IRA Podcast - https://matsorensen.com/podcast/Be an expert/shop my products - https://matsorensen.com/products3/Blog & Articles - https://matsorensen.com/blog/ ---Connect with me online:- Instagram: https://www.instagram.com/matsorensen/- Facebook: https://www.facebook.com/MatSorensenS...- LinkedIn: https://www.linkedin.com/in/matsorensen/- Twitter: https://twitter.com/matsorensenLearn 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

Mat and Mark discuss savings habits, matching, and how to maximize retirement account contributions. ----Leave your questions in the comment section below! 🔊 Found this video helpful? Click the Like bottom & share with others.Subscribe to my channel and click the 🔔 icon for notifications when I post a new video.--- Learn how to take control of your retirement - https://directedira.com/Self-directed IRA Podcast - https://matsorensen.com/podcast/Be an expert/shop my products - https://matsorensen.com/products3/Blog & Articles - https://matsorensen.com/blog/ ---Connect with me online:- Instagram: https://www.instagram.com/matsorensen/- Facebook: https://www.facebook.com/MatSorensenS...- LinkedIn: https://www.linkedin.com/in/matsorensen/- Twitter: https://twitter.com/matsorensenLearn 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

Did the Grinch or Santa Claus come to town?Biden signs the new bill...What does this mean for small business owners??Want to know all about this topic?Visit my website to read the full article - Huge Changes to IRAs and 401(k)s in New Budget Law that Affects Everyone -  https://matsorensen.com/self-directed...Connect with me online:- Instagram: https://www.instagram.com/matsorensen/- Facebook: https://www.facebook.com/MatSorensenS...- LinkedIn: https://www.linkedin.com/in/matsorensen/- Twitter: https://twitter.com/matsorLearn 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

How much do you need in your IRA or 401k to retire? The Formula You Will Need.Hosted by Mat Sorensen, bestselling author of The Self Directed IRA Handbook, and Aaron Halderman, COO of Directed IRA.In this webinar we will discuss:Get clarity on your numbers.Know how to create an actionable retirement plan.Set yourself up for success in 2023.Register to get your questions answered Live by Mat and Aaron. in our next Webinar! https://directedira.com/webinar/Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding a Real Estate IRA or a Self-Directed IRA.https://directedira.com/appointment----🔊 Found this video helpful? Click the Like button & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. Don't forget to leave your questions in the comment section below!---About Mat Sorensen:Mat is the leading national authority of The Self-Directed IRA industry, CEO of Directed IRA, partner at KKOS Lawyers, and best-selling author of “The Self Directed IRA Handbook,” with 40,000+ copies sold. Mat is also a VIP Contributor at Entrepreneur and, an expert author at Cryptopedia. He is a go-to guest speaker for financial, tax, and legal podcasts, Live events, and conferences.---- * Did you know you can invest assets owned by your self-directed IRA more efficiently? To Set Up Your New Account With A Specialist visit https://directedira.com/appointment/.* Discover the benefits of using an IRA/LLC, also known as a “checkbook control IRA.” Visit KKOS Lawyers to get help setting up your single-member IRA/LLC, call KKOS Lawyers at (888) 801-0010, or visit their website at https://www.kkoslawyers.com. * Check out Mat Sorensen’s Self-Directed IRA Podcast, new episodes every Monday. Submit your questions, listen, search for prior episodes, and sign up for the Directed IRA Weekly Free Newsletter, visit https://directedira.com/podcast ---- Most Popular Products: - The Self-directed IRA 2022 Recordings https://shop.matsorensen.com/products...- The Self-Directed IRA Handbook: https://matsorensen.com/products3- The Total SDIRA Bundle (The Self-Directed IRA Handbook, Second Edition (eBook Version), The Self-Directed IRA Handbook Video Series, SPRING 2022 SDIRA Summit Video Series, and FALL 2022 SDIRA SummiLearn 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

Roth IRAs can be established and funded for high-income earners by using what is known as the “back door” Roth IRA contribution method. Many high-income earners believe that they can’t contribute to a Roth IRA because they make too much money and/or because they participate in a company 401k plan. Fortunately, this thinking is wrong. While direct contributions to a Roth IRA are limited to taxpayers with income in excess of $140,000 ($218,000 for married taxpayers, 2023), those whose income exceeds these amounts may make annual contributions to a non-deductible traditional IRA and then convert those amounts over to a Roth IRA.----Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding a Real Estate IRA or a Self-Directed IRA. https://directedira.com/appointmentLearn 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

Roth conversions remain popular as many fear that tax rates will only increase in the next few years, so why not convert now at lower tax rates and let the account grow and come out tax-free at retirement? Remember, if you have a traditional IRA or 401(k), then that money grows tax-deferred, but you pay tax on the money as it is drawn out at retirement. If you have traditional dollars where you obtained tax deductions for those contributions, you then have to pay tax on the amount you want to convert to Roth.----Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding a Real Estate IRA or a Self-Directed IRA.https://directedira.com/appointment----🔊 Found this video helpful? Click the Like button & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. Don't forget to leave your questions in the comment section below!---About Mat Sorensen:Mat is the leading national authority of The Self-Directed IRA industry, CEO of Directed IRA, partner at KKOS Lawyers, and best-selling author of “The Self Directed IRA Handbook,” with 40,000+ copies sold. Mat is also a VIP Contributor at Entrepreneur and, an expert author at Cryptopedia. He is a go-to guest speaker for financial, tax, and legal podcasts, Live events, and conferences.---- * Did you know you can invest assets owned by your self-directed IRA more efficiently? To Set Up Your New Account With A Specialist visit https://directedira.com/appointment/.* Discover the benefits of using an IRA/LLC, also known as a “checkbook control IRA.” Visit KKOS Lawyers to get help setting up your single-member IRA/LLC, call KKOS Lawyers at (888) 801-0010, or visit their website at https://www.kkoslawyers.com. * Check out Mat Sorensen’s Self-Directed IRA Podcast, new episodes every Monday. Submit your questions, listen, search for prior episodes, and sign up for the Directed IRA Weekly Free Newsletter, visit https://directedira.com/podcast ---- Most Popular Products: - The Self-directed IRA 2022 Recordings https://matsorensen.com/product/sprin...- The Self-Directed IRA Handbook: https://matsorensen.com/products3- The Total SDIRA Bundle (The Self-Directed IRA Handbook, Second Edition (eBook Version), The Self-Directed IRA Handbook Video Series, SPRING 2022 SDIRA Summit Video Series, and FALL 2021 SDIRA 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

This podcast was hosted by Mat Sorensen, bestselling author of The Self Directed IRA Handbook, and Aaron Halderman, COO of Directed IRA with special guest Bill Predebon, Founder/President, Creative Solutions Investments, LLC. Creative Solutions Investments, LLC, (CSI, LLC) is a Real Estate Investing Company, specializing in Fix and Flip short-term investments, creative financing, and creative investing strategies. Ultimately, long-term buy and hold strategies.In this podcast, they discussed:Funding your deals including joint ventures, partnerships, and capital investments secured by DOT, among others.Using other people's IRAs to invest in real estate and more.Expanding your existing real estate business if you are a real estate broker or investor.They also answered deal funding questions Live!Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. https://directedira.com/appointmentTo submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcastLearn 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

Bestselling authors, Mat Sorensen of, "The Self-Directed IRA Handbook," and Mark J. Kohler, "The Tax  & Legal Playbook," answer your questions on buying alternative assets with retirement accounts including: • Investing in a start-up with a Roth IRA.• What happens to a 401k or self-directed IRA that has invested in a syndication when retiring.• How to best plan for Required Minimum Distribution (RMD).• The difference between a Trust Company vs. Third Party Administrator (TPA).• What you need to know about FDIC Insurance when investing in alternative assets.• Understand the Side Door Solo 401k.Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. https://directedira.com/appointmentTo submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcastLearn 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

Mat Sorensen and Mark J. Kohler explain everything you need to know about the increased contribution limits for 2023. They walk through the rules and common strategies people use to get more money into their retirement accounts. They show how to avoid jacking up your account. This episode will have you perfectly prepared to max out your retirement account! Solo 401k Special 2023 - Learn moreLearn 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

As a real estate professional, you can have a major edge. There is $35 trillion in retirement accounts in the U.S. that can buy real estate! Bestselling authors, Mat Sorensen and Mark J. Kohler explain a powerful strategy to sell more real estate and walk you through the structure of it step-by-step (you can see the whiteboard diagramming via the YouTube link). Are you a realtor? Are you using a tax free bucket? There are so many gems in this podcast episode that will get you excited about real estate investing with IRAs. Additional Resources:Download ”Investing in Real Estate with an IRA” Quick Start GuideListen to The Power of The Solo 401k Episode on Main Street Business Podcast Solo 401k Special - Learn moreLearn 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

How can you be the best parents? Get your kids saving! Bestselling authors, Mat Sorensen and Mark J. Kohler share their real-life experiences of how they got their kids set up with Roth IRAs. In this podcast episode, they walk you through the exact steps to create a legacy for your children. They also provide a very useful tax tool to be able to turbo-charge saving with small steps.When you help your kids understand money, they have the ability to build wealth. Get a pad and pen ready because you’ll want to write down the Kid’s Roth IRA 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

In this Podcast Mat Sorensen, CEO and Aaron Halderman, COO of Directed IRA discussed everything you need to know about Solo 401(k)s including:4 Key Points to Consider When Using a Solo 401(k)Do I Need an LLC to have a Solo 401(k)What are the QualificationsWhat is a Side-door Solo 401(k)Increased Contribution Limits for 2022UDFI TaxContribution Deadlines: Rules, Steps, and StrategiesMat & Aaron also answered numerous Solo 401k questions regarding account qualification and  types of strategies. 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

The IRA LLC and Checkbook IRA is one of the best tax savings tools. It provides many opportunities but you’ve got to know the rules to avoid making mistakes.Think of this podcast episode as your “IRA LLC Safety Class,” led by Mat Sorensen and Mark J. Kohler as they guide you past possible pitfalls including:Wrong Set up for Your IRA LLC or Checkbook IRA.Why You Must Respect The Prohibited Transaction Rules.Incorrectly Putting Money into Your IRA.Misunderstanding Taking a Distribution.The Consequences of Not Keeping Your LLC Up To Date.Operating Incorrectly Your Checkbook IRA with Case Studies.Take notes and listen to this episode again to maximize the power of IRA LLCs and Checkbook IRAs!We've added Expert Panels with experience in over 100 different deals on self-directing with alternative assets the 9th Self-Directed IRA Summit. Learn more at: https://sdirasummit.com/Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. https://directedira.com/appointmentLearn 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

You asked and bestselling authors, Mat Sorensen & Mark J. Kohler answered your self-directing IRA questions!  Can you self-direct in a multi-family syndication with a self-directed Roth IRA? Is UBIT or UDFI due with a debt structure? Can you own an AirBnB Rental property outside the U.S. in an IRA? These were a handful of the many questions tax attorneys and bestselling authors, Mat Sorensen & Mark J. Kohler answered on self-directing with an IRA. In this Directed IRA Podcast episode they provided insight on:Real Estate in a  a Roth IRAShort Term RentalsSolo 401k QualificationUBITMega Backdoor RothAnd 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/Ask Mat: https://matsorensen.com/ask-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

Mat Sorensen, bestselling author of "The Self Directed IRA Handbook" interviewed Jamison Manwaring, a former Goldman Sachs equity analyst turned real estate syndicator for multi-family real estate. He explained how he does investment analysis to determine when to buy, sell or hold.Jamison has bought hundreds of units as Co-Founder and CEO of Neighborhood Ventures. He clarified why real estate multi-family can be a great hedge against inflation.Mat and Jamison also talked about:Making investment decisionsComparing the stock market to real estateHow to invest in what you knowA rate of return formula for analyzing investmentsHow to define a risk reward profileDividend yieldsResell valueCashflow vs. capital appreciationTax benefitsDownload the presentation slides 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 & Articles - https://matsorensen.com/blog/Ask Mat: https://matsorensen.com/ask-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

This episode is a "Must listen," to for any parent!Total Student Loan Debt is $1.75 trillion.The average amount per borrower is $29,000.There are 2.4 million retirees who struggle to pay student loan debt aged 62 and older.What is the best strategy for parents to pay for their kid's college debt free?Mat Sorensen and Mark J. Kohler talk about account types you can use and how to save in a tax favored way. They explain the benefits of Coverdell ESAs, 529 and Roth IRAs and, which accounts to use first.Mat and Mark also shared how they helped their kids graduate with zero debt and their own personal journey of what they did to pay for their own college education.They also explained what NOT to do with a retirement account.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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

If you only had $5,000, would you put it in a Roth IRA or a Health Savings Account (HSA) account?Watch The Great Debate between tax attorneys and bestselling authors, Mat Sorensen & Mark J. Kohler on how to best grow your money tax-free.Some key comparisons:ANNUAL CONTRIBUTIONSHSA gives you a tax deduction. You can contribute Single $3,650 and Family $7,300.Roth IRA has no tax deduction. You can contribute $6,000 per person + $1,000 if 50 or older.Roth IRA for Kids with income.GROWTHBoth the HSA and Roth IRA grows tax-free.DISTRIBUTIONHealth Savings Account has no tax on distribution BUT ONLY FOR QUALIFYING MEDICAL.You can distribute contribution and growth at any age.Roth IRA has no tax on distribution BUT ONLY AT 59.5 OF AGE.Can distribute for anything.Contributions can be distributed at any age.Which account is better?It depends on the person, their goals, health and finances.Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. https://directedira.com/appointmentThis is Directed IRA Podcast: EP68.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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

Is there a deal you're considering? Are you aware of the investment risks? You need to ask yourself some hard questions to protect yourself. Here are the top 10 tips on how to minimize your risk with a simple, yet powerful list of questions that will show you how to negotiate like a serious investor and to protect you from bad deals.In this episode, Mat Sorensen and Mark J. Kohler not only talk in detail about how to analyze if a deal is a good fit for you, we give real life examples to help you recognize if a deal has red flags!By the end of this Directed IRA Podcast episode, you'll have an understanding of:• How to read subscription documents• The danger of no-risk sky high returns• If the deal in front of you is good for you• If the partners involved have your best interests• The ability to take control of your self-directed IRA investmentsLearn more about our upcoming Live events: The Real Estate Tax Summit, September 29-30, 2022 in Austin, TXhttps://realestatetaxsummit.comThe 9th Self-Directed IRA Summit, October 20th & 21st, 2022 in Scottsdale, AZhttps://sdirasummit.comSchedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding a Real Estate IRA or a Self-Directed IRA.https://directedira.com/appointmentTo submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcastLearn 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

Join Mat & Mark as they answer your difficult Self-Directed retirement plan questions. Diving deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcastLearn 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

In this webinar Mat Sorensen and Aaron Halderman go over the 6 ways to protect your IRA or 401K in a recession. * Should you sell your account's assets* When to hold cash* Analyzing whether to sell stocks and mutual funds* Does a Roth Conversion make sense in 2022* Assets that perform well during a recession* How alternative investments can help with portfolio diversification* What are your next steps Submit your questions, listen, search for prior episodes, and sign up for the Directed IRA Weekly Free Newsletter, visit https://directedira.com/podcastLearn 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-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...