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Directed IRA Podcast

A show dedicated to educating and informing self-directed IRA and 401(k) investors on strategies, investments, legal structures, tax rules, and pitfalls. Hosted by tax lawyers Mat Sorensen and Mark Ko... Read more

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5 Common Mistakes in Roth Conversions

5 Common Mistakes in Roth Conversions

Join Mat and Mark as they break down the 5 most common mistakes clients make when converting their Traditional IRA money... Read more

14 Aug 2023

25mins

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Ep.104 Alternative Assets in a Self-directed IRA or 401K

Ep.104 Alternative Assets in a Self-directed IRA or 401K

An Incredible Alternative Asset Summit- Here are some of the key takeaways and how it can directly apply to Self-Directi... Read more

17 Jul 2023

34mins

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Open Forum: Answering your Self-Directed Account Questions

Open Forum: Answering your Self-Directed Account Questions

Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving dee... Read more

11 Jul 2023

40mins

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Ep.103 Kid Roth's - Summertime Savings Strategies

Ep.103 Kid Roth's - Summertime Savings Strategies

How can you be the best parents? Get your kids saving! In this podcast episode, Mat and Mark walk you through the exact ... Read more

21 Jun 2023

29mins

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Ep.102 How to Best Use an IRA LLC

Ep.102 How to Best Use an IRA LLC

Join Mat and Mark as they break down how to set up the perfect structure to partner your IRA with other accounts or indi... Read more

12 Jun 2023

25mins

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Veena Jetti on Multi Family in Todays Market - Best Practices & Competitive Strategies - Webinar

Veena Jetti on Multi Family in Todays Market - Best Practices & Competitive Strategies - Webinar

Veena Jetti is our special guest in this webinar. Veena is founding partner of Vive Funds, a unique commercial real esta... Read more

8 Jun 2023

1hr 14mins

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Ep.101 ROTH IRA VS ROTH 401K - The Great Debate!

Ep.101 ROTH IRA VS ROTH 401K - The Great Debate!

Mat and Mark discuss key points you need to know in order to decide what account types are best for you based on your pe... Read more

31 May 2023

22mins

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Open Forum: Answering Your Self-Directed IRA Questions!

Open Forum: Answering Your Self-Directed IRA Questions!

Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving dee... Read more

17 May 2023

38mins

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Ep.100 How Your IRA Can Flip Real Estate?

Ep.100 How Your IRA Can Flip Real Estate?

In this episode of the Directed IRA Podcast, Mat and Mark discuss how to flip real estate in an IRA. They go over how th... Read more

5 May 2023

18mins

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Ep.99 Using an IRA or 401K to Fund a Business

Ep.99 Using an IRA or 401K to Fund a Business

Investing your IRA into a Small Business is HUGE for getting the ball rolling and staying ahead while avoiding a bank lo... Read more

1 May 2023

26mins

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