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 &amp; 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

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. <a href="https://directedira.com/appointment" rel="nofollow" target="_blank">https://directedira.com/appointment</a> ---- To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit <a href="https://directedira.com/podcast" rel="nofollow" target="_blank">https://directedira.com/podcast</a>. Learn how to take control of your retirement - <a href="https://directedira.com/" rel="nofollow" target="_blank">https://directedira.com/</a> Self-directed IRA Podcast - <a href="https://matsorensen.com/podcast/" rel="nofollow" target="_blank">https://matsorensen.com/podcast/</a> Shop my products - <a href="https://shop.matsorensen.com/%20" rel="nofollow" target="_blank">https://shop.matsorensen.com/ </a> Blog &amp; Articles - <a href="https://matsorensen.com/blog/" rel="nofollow" target="_blank">https://matsorensen.com/blog/</a> ---- Connect with Mat online: - Instagram: <a href="https://www.instagram.com/matsorensen/" rel="nofollow" target="_blank">https://www.instagram.com/matsorensen/</a> - Facebook: <a href="https://www.facebook.com/mat.sorensen.1" rel="nofollow" target="_blank">https://www.facebook.com/mat.sorensen.1</a> - LinkedIn: <a href="https://www.linkedin.com/in/matsorensen/" rel="nofollow" target="_blank">https://www.linkedin.com/in/matsorensen/ </a>- Twitter: <a href="https://twitter.com/matsorensen" rel="nofollow" target="_blank">https://twitter.com/matsorensen</a> - YouTube: <a href="https://www.youtube.com/channel/UCsOSIcfV0QMTyS0iAC5BZXg" rel="nofollow" target="_blank">https://www.youtube.com/@MatSorensen</a>

5 Common Mistakes in Roth Conversions

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 portfolios with alternative assets are proving to add more yield and less volatility than traditional stock/bond portfolios. Michael Bradley &amp; Brandon Scott These are from memory and summarized. They’re 💯 but not exact quotes. Continued in comments. What were your takeaways?Don’t miss the opportunity to elevate your investment strategies and stay ahead of the competition. The 2023 Alternative Asset Summit Recording is now availLearn 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 &amp; 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

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 portfolios with alternative assets are proving to add more yield and less volatility than traditional stock/bond portfolios. Michael Bradley &amp; Brandon Scott These are from memory and summarized. They’re 💯 but not exact quotes. Continued in comments. What were your takeaways? Don’t miss the opportunity to elevate your investment strategies and stay ahead of the competition. The 2023 Alternative Asset Summit Recording is now availLearn how to take control of your retirement - <a href="https://directedira.com/" rel="nofollow" target="_blank">https://directedira.com/</a> Self-directed IRA Podcast - <a href="https://matsorensen.com/podcast/" rel="nofollow" target="_blank">https://matsorensen.com/podcast/</a> Shop my products - <a href="https://shop.matsorensen.com/%20" rel="nofollow" target="_blank">https://shop.matsorensen.com/ </a> Blog &amp; Articles - <a href="https://matsorensen.com/blog/" rel="nofollow" target="_blank">https://matsorensen.com/blog/</a> ---- Connect with Mat online: - Instagram: <a href="https://www.instagram.com/matsorensen/" rel="nofollow" target="_blank">https://www.instagram.com/matsorensen/</a> - Facebook: <a href="https://www.facebook.com/mat.sorensen.1" rel="nofollow" target="_blank">https://www.facebook.com/mat.sorensen.1</a> - LinkedIn: <a href="https://www.linkedin.com/in/matsorensen/" rel="nofollow" target="_blank">https://www.linkedin.com/in/matsorensen/ </a>- Twitter: <a href="https://twitter.com/matsorensen" rel="nofollow" target="_blank">https://twitter.com/matsorensen</a> - YouTube: <a href="https://www.youtube.com/channel/UCsOSIcfV0QMTyS0iAC5BZXg" rel="nofollow" target="_blank">https://www.youtube.com/@MatSorensen</a>

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

Join Mat &amp; 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 &amp; 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 &amp; 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 &amp; 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 &amp; 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

Join Mat &amp; 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 <a href="https://directedira.com/podcast" rel="nofollow" target="_blank">https://directedira.com/podcast</a> ---- 🔊 Found this video helpful? Click the Like button &amp; 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 <a href="https://directedira.com/appointment/" rel="nofollow" target="_blank">https://directedira.com/appointment/</a>.  * 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 <a href="https://www.kkoslawyers.com" rel="nofollow" target="_blank">https://www.kkoslawyers.com</a>.  --- Leave your questions in the comment section below!  🔊 Found this video helpful? Click the Like bottom &amp; 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 - <a href="https://directedira.com/" rel="nofollow" target="_blank">https://directedira.com/</a> Self-directed IRA Podcast - <a href="https://matsorensen.com/podcast/" rel="nofollow" target="_blank">https://matsorensen.com/podcast/</a> Be an expert/shop my products - <a href="https://shop.matsorensen.com" rel="nofollow" target="_blank">https://shop.matsorensen.com</a> Blog &amp; Articles - <a href="https://matsorensen.com/blog/" rel="nofollow" target="_blank">https://matsorensen.com/blog/</a>  ---- Connect with me online: - Instagram: <a href="https://www.instagram.com/matsorensen/" rel="nofollow" target="_blank">https://www.instagram.com/matsorensen/</a> - Facebook: <a href="https://www.facebook.com/MatSorensenS" rel="nofollow" target="_blank">https://www.facebook.com/MatSorensenS</a>... - LinkedIn: <a href="https://www.linkedin.com/in/matsorensen/" rel="nofollow" target="_blank">https://www.linkedin.com/in/matsorensen/</a> - Twitter: <a href="https://twitter.com/matsorensen----" rel="nofollow" target="_blank">https://twitter.com/matsorensen----</a> Leave your questions in the comment section below!Learn how to take control of your retirement - <a href="https://directedira.com/" rel="nofollow" target="_blank">https://directedira.com/</a> Self-directed IRA Podcast - <a href="https://matsorensen.com/podcast/" rel="nofollow" target="_blank">https://matsorensen.com/podcast/</a> Shop my products - <a href="https://shop.matsorensen.com/%20" rel="nofollow" target="_blank">https://shop.matsorensen.com/ </a> Blog &amp; Articles - <a href="https://matsorensen.com/blog/" rel="nofollow" target="_blank">https://matsorensen.com/blog/</a> ---- Connect with Mat online: - Instagram: <a href="https://www.instagram.com/matsorensen/" rel="nofollow" target="_blank">https://www.instagram.com/matsorensen/</a> - Facebook: <a href="https://www.facebook.com/mat.sorensen.1" rel="nofollow" target="_blank">https://www.facebook.com/mat.sorensen.1</a> - LinkedIn: <a href="https://www.linkedin.com/in/matsorensen/" rel="nofollow" target="_blank">https://www.linkedin.com/in/matsorensen/ </a>- Twitter: <a href="https://twitter.com/matsorensen" rel="nofollow" target="_blank">https://twitter.com/matsorensen</a> - YouTube: <a href="https://www.youtube.com/channel/UCsOSIcfV0QMTyS0iAC5BZXg" rel="nofollow" target="_blank">https://www.youtube.com/@MatSorensen</a>

Open Forum: Answering your Self-Directed Account Questions

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 &amp; 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 &amp; 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

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. <a href="https://directedira.com/appointment" rel="nofollow" target="_blank">https://directedira.com/appointment</a> ---- To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit <a href="https://directedira.com/podcast" rel="nofollow" target="_blank">https://directedira.com/podcast</a> ---- Learn how to take control of your retirement - <a href="https://directedira.com/" rel="nofollow" target="_blank">https://directedira.com/</a> Self-directed IRA Podcast - <a href="https://matsorensen.com/podcast/" rel="nofollow" target="_blank">https://matsorensen.com/podcast/</a> Shop my products - <a href="https://shop.matsorensen.com/" rel="nofollow" target="_blank">https://shop.matsorensen.com/</a> Blog &amp; Articles - <a href="https://matsorensen.com/blog/" rel="nofollow" target="_blank">https://matsorensen.com/blog/</a> ---- Connect with Mat online: - Instagram: <a href="https://www.instagram.com/matsorensen/" rel="nofollow" target="_blank">https://www.instagram.com/matsorensen/</a> - Facebook: <a href="https://www.facebook.com/mat.sorensen.1" rel="nofollow" target="_blank">https://www.facebook.com/mat.sorensen.1</a> - LinkedIn: <a href="https://www.linkedin.com/in/matsorensen/" rel="nofollow" target="_blank">https://www.linkedin.com/in/matsorensen/</a> - Twitter: <a href="https://twitter.com/matsorensen" rel="nofollow" target="_blank">https://twitter.com/matsorensen</a> - YouTube: <a href="https://www.youtube.com/@MatSorensen" rel="nofollow" target="_blank">https://www.youtube.com/@MatSorensen</a>Learn how to take control of your retirement - <a href="https://directedira.com/" rel="nofollow" target="_blank">https://directedira.com/</a> Self-directed IRA Podcast - <a href="https://matsorensen.com/podcast/" rel="nofollow" target="_blank">https://matsorensen.com/podcast/</a> Shop my products - <a href="https://shop.matsorensen.com/%20" rel="nofollow" target="_blank">https://shop.matsorensen.com/ </a> Blog &amp; Articles - <a href="https://matsorensen.com/blog/" rel="nofollow" target="_blank">https://matsorensen.com/blog/</a> ---- Connect with Mat online: - Instagram: <a href="https://www.instagram.com/matsorensen/" rel="nofollow" target="_blank">https://www.instagram.com/matsorensen/</a> - Facebook: <a href="https://www.facebook.com/mat.sorensen.1" rel="nofollow" target="_blank">https://www.facebook.com/mat.sorensen.1</a> - LinkedIn: <a href="https://www.linkedin.com/in/matsorensen/" rel="nofollow" target="_blank">https://www.linkedin.com/in/matsorensen/ </a>- Twitter: <a href="https://twitter.com/matsorensen" rel="nofollow" target="_blank">https://twitter.com/matsorensen</a> - YouTube: <a href="https://www.youtube.com/channel/UCsOSIcfV0QMTyS0iAC5BZXg" rel="nofollow" target="_blank">https://www.youtube.com/@MatSorensen</a>

Ep.103 Kid Roth's - Summertime Savings Strategies

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 &amp; 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

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 <a href="https://directedira.com/appointment/" rel="nofollow" target="_blank">https://directedira.com/appointment/</a>.  * 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 <a href="https://www.kkoslawyers.com" rel="nofollow" target="_blank">https://www.kkoslawyers.com</a>.  Learn how to take control of your retirement - <a href="https://directedira.com/" rel="nofollow" target="_blank">https://directedira.com/</a> Self-directed IRA Podcast - <a href="https://matsorensen.com/podcast/" rel="nofollow" target="_blank">https://matsorensen.com/podcast/</a> Shop my products - <a href="https://shop.matsorensen.com/%20" rel="nofollow" target="_blank">https://shop.matsorensen.com/ </a> Blog &amp; Articles - <a href="https://matsorensen.com/blog/" rel="nofollow" target="_blank">https://matsorensen.com/blog/</a> ---- Connect with Mat online: - Instagram: <a href="https://www.instagram.com/matsorensen/" rel="nofollow" target="_blank">https://www.instagram.com/matsorensen/</a> - Facebook: <a href="https://www.facebook.com/mat.sorensen.1" rel="nofollow" target="_blank">https://www.facebook.com/mat.sorensen.1</a> - LinkedIn: <a href="https://www.linkedin.com/in/matsorensen/" rel="nofollow" target="_blank">https://www.linkedin.com/in/matsorensen/ </a>- Twitter: <a href="https://twitter.com/matsorensen" rel="nofollow" target="_blank">https://twitter.com/matsorensen</a> - YouTube: <a href="https://www.youtube.com/channel/UCsOSIcfV0QMTyS0iAC5BZXg" rel="nofollow" target="_blank">https://www.youtube.com/@MatSorensen</a>

Ep.102 How to Best Use an IRA LLC

Veena Jetti

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 &amp; 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 &amp; 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

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! <a href="https://www.linkedin.com/in/veena-jetti/" rel="nofollow" target="_blank">https://www.linkedin.com/in/veena-jetti/</a> <a href="https://www.instagram.com/veenajetti/" rel="nofollow" target="_blank">https://www.instagram.com/veenajetti/</a> <a href="https://www.facebook.com/theveenajetti" rel="nofollow" target="_blank">https://www.facebook.com/theveenajetti</a> Her fund! <a href="https://vivefunds.com" rel="nofollow" target="_blank">https://vivefunds.com</a> --- 🔊 Found this video helpful? Click the Like button &amp; 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 - <a href="https://directedira.com/" rel="nofollow" target="_blank">https://directedira.com/</a> Self-directed IRA Podcast - <a href="https://matsorensen.com/podcast/" rel="nofollow" target="_blank">https://matsorensen.com/podcast/</a> Shop my products - <a href="https://shop.matsorensen.com/%20" rel="nofollow" target="_blank">https://shop.matsorensen.com/ </a> Blog &amp; Articles - <a href="https://matsorensen.com/blog/" rel="nofollow" target="_blank">https://matsorensen.com/blog/</a> ---- Connect with Mat online: - Instagram: <a href="https://www.instagram.com/matsorensen/" rel="nofollow" target="_blank">https://www.instagram.com/matsorensen/</a> - Facebook: <a href="https://www.facebook.com/mat.sorensen.1" rel="nofollow" target="_blank">https://www.facebook.com/mat.sorensen.1</a> - LinkedIn: <a href="https://www.linkedin.com/in/matsorensen/" rel="nofollow" target="_blank">https://www.linkedin.com/in/matsorensen/ </a>- Twitter: <a href="https://twitter.com/matsorensen" rel="nofollow" target="_blank">https://twitter.com/matsorensen</a> - YouTube: <a href="https://www.youtube.com/channel/UCsOSIcfV0QMTyS0iAC5BZXg" rel="nofollow" target="_blank">https://www.youtube.com/@MatSorensen</a>

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

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 &amp; 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 &amp; 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

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 &amp; 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 - <a href="https://directedira.com/" rel="nofollow" target="_blank">https://directedira.com/</a> Self-directed IRA Podcast - <a href="https://matsorensen.com/podcast/" rel="nofollow" target="_blank">https://matsorensen.com/podcast/</a> Shop my products - <a href="https://shop.matsorensen.com/%20" rel="nofollow" target="_blank">https://shop.matsorensen.com/ </a> Blog &amp; Articles - <a href="https://matsorensen.com/blog/" rel="nofollow" target="_blank">https://matsorensen.com/blog/</a> ---- Connect with Mat online: - Instagram: <a href="https://www.instagram.com/matsorensen/" rel="nofollow" target="_blank">https://www.instagram.com/matsorensen/</a> - Facebook: <a href="https://www.facebook.com/mat.sorensen.1" rel="nofollow" target="_blank">https://www.facebook.com/mat.sorensen.1</a> - LinkedIn: <a href="https://www.linkedin.com/in/matsorensen/" rel="nofollow" target="_blank">https://www.linkedin.com/in/matsorensen/ </a>- Twitter: <a href="https://twitter.com/matsorensen" rel="nofollow" target="_blank">https://twitter.com/matsorensen</a> - YouTube: <a href="https://www.youtube.com/channel/UCsOSIcfV0QMTyS0iAC5BZXg" rel="nofollow" target="_blank">https://www.youtube.com/@MatSorensen</a>

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

Join Mat &amp; 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 &amp; 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 &amp; 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 - 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 &amp; 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

Join Mat &amp; 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 <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbjl1d3Rjc2cweldOcnZIb3huSjc2UTFfRFA2Z3xBQ3Jtc0tub1ZFQkJTdUFvcFhWUlFZNThMWTZ0SFc3ZzVLbjJmUHdhM0JMWFpZa19xS3JfRzdIbTVqZWs1TW5VQnpCclcyM005TDNLRkNiLWRHSWN1d3BETUFreWJwUVNuRFEzc05HcGNza0lsTllENFdHOFBvbw&amp;q=https%3A%2F%2Fdirectedira.com%2Fpodcast&amp;v=vITE3yjcpMU" rel="nofollow" target="_blank">https://directedira.com/podcast</a> ---- 🔊 Found this video helpful? Click the Like button &amp; 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 <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbUZFYnd6a2ljMDJUUzQ4STlkVjJnTWY5RkR3QXxBQ3Jtc0tuT2pBdEdYb0FtY0JjelQ3SlBmV3VTelhRckYxSHQ0bjVzQ3kwQkRlbHh1ckRIUnA0SDhORVB4T1NJOGlWRm1jSG5zWjI5TEJpTEt3ODJqVG1XVHlSQ1haMExSUmw4MXBQLU9Ja2tNWGtUNlhkMjhNOA&amp;q=https%3A%2F%2Fdirectedira.com%2Fappointment%2F&amp;v=vITE3yjcpMU" rel="nofollow" target="_blank">https://directedira.com/appointment/</a>. * 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 <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbXpXTVlRejdaRW9PekRiemJPRmNzZlQtYlRad3xBQ3Jtc0trLUJuS2tLMW4yekVwOFROX1YxblJTVzdCUGctT0pGVU1hR0pEODBSbk5nU1NzVmJ3SV9LdXJTWTZ4RVFHM1FBTzZPRFNabDk4U0VYMFlXSFlfZ010WnZBdHJkam9LZ21ibTJlLWR6aWhQZ1ZDc0hTZw&amp;q=https%3A%2F%2Fwww.kkoslawyers.com%2F&amp;v=vITE3yjcpMU" rel="nofollow" target="_blank">https://www.kkoslawyers.com</a>. --- Leave your questions in the comment section below! 🔊 Found this video helpful? Click the Like bottom &amp; 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 - <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbDBIRDhXTTVPRHZ1ankxVVdhSlVyM2xlRlJNUXxBQ3Jtc0ttbXRVLTdSVWI0LTBHRXROYzVzSDlOUWVtYTJCY2wtekZWbDBNeFhITnBuLThfX2tERG4xcWp1UkNKc0plZTREdTlYVHRVaTFzVWFSVm9sc05rUU5jVkdKci04X2F3QkVvem9rZ2hBTllFaHd0bVpWZw&amp;q=https%3A%2F%2Fdirectedira.com%2F&amp;v=vITE3yjcpMU" rel="nofollow" target="_blank"></a>Learn how to take control of your retirement - <a href="https://directedira.com/" rel="nofollow" target="_blank">https://directedira.com/</a> Self-directed IRA Podcast - <a href="https://matsorensen.com/podcast/" rel="nofollow" target="_blank">https://matsorensen.com/podcast/</a> Shop my products - <a href="https://shop.matsorensen.com/%20" rel="nofollow" target="_blank">https://shop.matsorensen.com/ </a> Blog &amp; Articles - <a href="https://matsorensen.com/blog/" rel="nofollow" target="_blank">https://matsorensen.com/blog/</a> ---- Connect with Mat online: - Instagram: <a href="https://www.instagram.com/matsorensen/" rel="nofollow" target="_blank">https://www.instagram.com/matsorensen/</a> - Facebook: <a href="https://www.facebook.com/mat.sorensen.1" rel="nofollow" target="_blank">https://www.facebook.com/mat.sorensen.1</a> - LinkedIn: <a href="https://www.linkedin.com/in/matsorensen/" rel="nofollow" target="_blank">https://www.linkedin.com/in/matsorensen/ </a>- Twitter: <a href="https://twitter.com/matsorensen" rel="nofollow" target="_blank">https://twitter.com/matsorensen</a> - YouTube: <a href="https://www.youtube.com/channel/UCsOSIcfV0QMTyS0iAC5BZXg" rel="nofollow" target="_blank">https://www.youtube.com/@MatSorensen</a>

Open Forum: Answering Your Self-Directed IRA Questions!

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 &amp; 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 &amp; 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 &amp; 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

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 &amp; 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 - <a href="https://directedira.com/" rel="nofollow" target="_blank">https://directedira.com/</a> Self-directed IRA Podcast - <a href="https://matsorensen.com/podcast/" rel="nofollow" target="_blank">https://matsorensen.com/podcast/</a> Be an expert/shop my products - <a href="https://shop.matsorensen.com/" rel="nofollow" target="_blank">https://shop.matsorensen.com/</a> Blog &amp; Articles - <a href="https://matsorensen.com/blog/" rel="nofollow" target="_blank">https://matsorensen.com/blog/</a>  ---- Connect with me online: - Instagram: <a href="https://www.instagram.com/matsorensen/" rel="nofollow" target="_blank">https://www.instagram.com/matsorensen/</a> - Facebook: <a href="https://www.facebook.com/MatSorensenS" rel="nofollow" target="_blank">https://www.facebook.com/MatSorensenS</a>... - LinkedIn: <a href="https://www.linkedin.com/in/matsorensen/" rel="nofollow" target="_blank">https://www.linkedin.com/in/matsorensen/</a> - Twitter: <a href="https://twitter.com/matsorensen----" rel="nofollow" target="_blank">https://twitter.com/matsorensen----</a> Leave your questions in the comment section below!---Learn how to take control of your retirement - <a href="https://directedira.com/" rel="nofollow" target="_blank">https://directedira.com/</a> Self-directed IRA Podcast - <a href="https://matsorensen.com/podcast/" rel="nofollow" target="_blank">https://matsorensen.com/podcast/</a> Shop my products - <a href="https://shop.matsorensen.com/%20" rel="nofollow" target="_blank">https://shop.matsorensen.com/ </a> Blog &amp; Articles - <a href="https://matsorensen.com/blog/" rel="nofollow" target="_blank">https://matsorensen.com/blog/</a> ---- Connect with Mat online: - Instagram: <a href="https://www.instagram.com/matsorensen/" rel="nofollow" target="_blank">https://www.instagram.com/matsorensen/</a> - Facebook: <a href="https://www.facebook.com/mat.sorensen.1" rel="nofollow" target="_blank">https://www.facebook.com/mat.sorensen.1</a> - LinkedIn: <a href="https://www.linkedin.com/in/matsorensen/" rel="nofollow" target="_blank">https://www.linkedin.com/in/matsorensen/ </a>- Twitter: <a href="https://twitter.com/matsorensen" rel="nofollow" target="_blank">https://twitter.com/matsorensen</a> - YouTube: <a href="https://www.youtube.com/channel/UCsOSIcfV0QMTyS0iAC5BZXg" rel="nofollow" target="_blank">https://www.youtube.com/@MatSorensen</a>

Ep.100 How Your IRA Can Flip Real Estate?

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 &amp; 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 &amp; 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

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 - <a href="https://directedira.com/" rel="nofollow" target="_blank">https://directedira.com/</a> Self-directed IRA Podcast - <a href="https://matsorensen.com/podcast/" rel="nofollow" target="_blank">https://matsorensen.com/podcast/</a> Be an expert/shop my products - <a href="https://shop.matsorensen.com/" rel="nofollow" target="_blank">https://shop.matsorensen.com/</a> Blog &amp; Articles - <a href="https://matsorensen.com/blog/" rel="nofollow" target="_blank">https://matsorensen.com/blog/</a>Learn how to take control of your retirement - <a href="https://directedira.com/" rel="nofollow" target="_blank">https://directedira.com/</a> Self-directed IRA Podcast - <a href="https://matsorensen.com/podcast/" rel="nofollow" target="_blank">https://matsorensen.com/podcast/</a> Shop my products - <a href="https://shop.matsorensen.com/%20" rel="nofollow" target="_blank">https://shop.matsorensen.com/ </a> Blog &amp; Articles - <a href="https://matsorensen.com/blog/" rel="nofollow" target="_blank">https://matsorensen.com/blog/</a> ---- Connect with Mat online: - Instagram: <a href="https://www.instagram.com/matsorensen/" rel="nofollow" target="_blank">https://www.instagram.com/matsorensen/</a> - Facebook: <a href="https://www.facebook.com/mat.sorensen.1" rel="nofollow" target="_blank">https://www.facebook.com/mat.sorensen.1</a> - LinkedIn: <a href="https://www.linkedin.com/in/matsorensen/" rel="nofollow" target="_blank">https://www.linkedin.com/in/matsorensen/ </a>- Twitter: <a href="https://twitter.com/matsorensen" rel="nofollow" target="_blank">https://twitter.com/matsorensen</a> - YouTube: <a href="https://www.youtube.com/channel/UCsOSIcfV0QMTyS0iAC5BZXg" rel="nofollow" target="_blank">https://www.youtube.com/@MatSorensen</a>

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

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 Kohler who are also co-founders of Directed IRA &amp; Directed Trust Company (https://directedira.com) where they have provided self-directed accounts for thousands of customers. They cover and discuss Roth IRAs, solo(k)s, prohibited transactions, real estate, start-ups, notes, PPMs, PE/VC Funds, UBIT/UDFI, IRA/LLCs (aka, checkbook IRAs), and share examples and stories from their thousands of clients who have self-directed their retirement for decades. 

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 &amp; 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

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 - <a href="https://directedira.com/" rel="nofollow" target="_blank">https://directedira.com/</a> Self-directed IRA Podcast - <a href="https://matsorensen.com/podcast/" rel="nofollow" target="_blank">https://matsorensen.com/podcast/</a> Shop my products - <a href="https://shop.matsorensen.com/%20" rel="nofollow" target="_blank">https://shop.matsorensen.com/ </a> Blog &amp; Articles - <a href="https://matsorensen.com/blog/" rel="nofollow" target="_blank">https://matsorensen.com/blog/</a> ---- Connect with Mat online: - Instagram: <a href="https://www.instagram.com/matsorensen/" rel="nofollow" target="_blank">https://www.instagram.com/matsorensen/</a> - Facebook: <a href="https://www.facebook.com/mat.sorensen.1" rel="nofollow" target="_blank">https://www.facebook.com/mat.sorensen.1</a> - LinkedIn: <a href="https://www.linkedin.com/in/matsorensen/" rel="nofollow" target="_blank">https://www.linkedin.com/in/matsorensen/ </a>- Twitter: <a href="https://twitter.com/matsorensen" rel="nofollow" target="_blank">https://twitter.com/matsorensen</a> - YouTube: <a href="https://www.youtube.com/channel/UCsOSIcfV0QMTyS0iAC5BZXg" rel="nofollow" target="_blank">https://www.youtube.com/@MatSorensen</a>

Webinar: Self-Directed Case Study with Gary Chung

Join Mat &amp; 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/podcastAbout 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. 🔊 Found this video helpful? Click the Like bottom &amp; 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 &amp; 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 &amp; 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

Join Mat &amp; 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 <a href="https://directedira.com/podcast" rel="nofollow" target="_blank">https://directedira.com/podcast</a> 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 <a href="https://directedira.com/appointment/" rel="nofollow" target="_blank">https://directedira.com/appointment/</a>. * 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 <a href="https://www.kkoslawyers.com" rel="nofollow" target="_blank">https://www.kkoslawyers.com</a>. 🔊 Found this video helpful? Click the Like bottom &amp; 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 - <a href="https://directedira.com/" rel="nofollow" target="_blank">https://directedira.com/</a> Self-directed IRA Podcast - <a href=" https://matsorensen.com/podcast/" rel="nofollow" target="_blank">https://matsorensen.com/podcast/</a> Be an expert/shop my products - <a href="https://shop.matsorensen.com/" rel="nofollow" target="_blank">https://shop.matsorensen.com/</a> Blog &amp; Articles - <a href="https://matsorensen.com/blog/" rel="nofollow" target="_blank">https://matsorensen.com/blog/</a>Learn how to take control of your retirement - <a href="https://directedira.com/" rel="nofollow" target="_blank">https://directedira.com/</a> Self-directed IRA Podcast - <a href="https://matsorensen.com/podcast/" rel="nofollow" target="_blank">https://matsorensen.com/podcast/</a> Shop my products - <a href="https://shop.matsorensen.com/%20" rel="nofollow" target="_blank">https://shop.matsorensen.com/ </a> Blog &amp; Articles - <a href="https://matsorensen.com/blog/" rel="nofollow" target="_blank">https://matsorensen.com/blog/</a> ---- Connect with Mat online: - Instagram: <a href="https://www.instagram.com/matsorensen/" rel="nofollow" target="_blank">https://www.instagram.com/matsorensen/</a> - Facebook: <a href="https://www.facebook.com/mat.sorensen.1" rel="nofollow" target="_blank">https://www.facebook.com/mat.sorensen.1</a> - LinkedIn: <a href="https://www.linkedin.com/in/matsorensen/" rel="nofollow" target="_blank">https://www.linkedin.com/in/matsorensen/ </a>- Twitter: <a href="https://twitter.com/matsorensen" rel="nofollow" target="_blank">https://twitter.com/matsorensen</a> - YouTube: <a href="https://www.youtube.com/channel/UCsOSIcfV0QMTyS0iAC5BZXg" rel="nofollow" target="_blank">https://www.youtube.com/@MatSorensen</a>

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 &amp; 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

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:  <a href="https://directedira.com/irs-2023-contribution-limits/" rel="nofollow" target="_blank">https://directedira.com/irs-2023-contribution-limits/</a>Learn how to take control of your retirement - <a href="https://directedira.com/" rel="nofollow" target="_blank">https://directedira.com/</a> Self-directed IRA Podcast - <a href="https://matsorensen.com/podcast/" rel="nofollow" target="_blank">https://matsorensen.com/podcast/</a> Shop my products - <a href="https://shop.matsorensen.com/%20" rel="nofollow" target="_blank">https://shop.matsorensen.com/ </a> Blog &amp; Articles - <a href="https://matsorensen.com/blog/" rel="nofollow" target="_blank">https://matsorensen.com/blog/</a> ---- Connect with Mat online: - Instagram: <a href="https://www.instagram.com/matsorensen/" rel="nofollow" target="_blank">https://www.instagram.com/matsorensen/</a> - Facebook: <a href="https://www.facebook.com/mat.sorensen.1" rel="nofollow" target="_blank">https://www.facebook.com/mat.sorensen.1</a> - LinkedIn: <a href="https://www.linkedin.com/in/matsorensen/" rel="nofollow" target="_blank">https://www.linkedin.com/in/matsorensen/ </a>- Twitter: <a href="https://twitter.com/matsorensen" rel="nofollow" target="_blank">https://twitter.com/matsorensen</a> - YouTube: <a href="https://www.youtube.com/channel/UCsOSIcfV0QMTyS0iAC5BZXg" rel="nofollow" target="_blank">https://www.youtube.com/@MatSorensen</a>

Ep.96 IRA & 401k Deadlines and Limits 22' & 23'

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 &amp; 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

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. <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbXFjWWZjc0RMQndVM1VyaVhnYTVCRXA4MUZmZ3xBQ3Jtc0ttTXR1QXlqS2pTZDJYc2M5UFYtYW5SNEZTUVZnWEROX0tfTVNaN3MtQ0ZVZE14c2s5T25ONk85bGdjZUIxYmFHeE9oMzE1N1lqQnYyQklFR05xRHRsM0hYZlZJb2NPeVc0YnJqRGJPZ1pwaFktOHMwNA&amp;q=https%3A%2F%2Fdirectedira.com%2Fappointment&amp;v=pQo1po5LrAw" rel="nofollow" target="_blank">https://directedira.com/appointment</a> To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqa0JhV0k4aWE1WHdWbGZvTWEtSXZibHJPUkM2Z3xBQ3Jtc0tranY5NEg3b1VWSHpkdGtmUmlBYVE2NkFlV0FSMnZKaTB1VXZLM01wMVZPUmpYalVVXzhGUXVEbFc1Q2tKdkt0ZnhiWmZmWk9nU1RRWERnVExCYTRVVFl2ZEJxdW5SR0tMWi1oU2szMFIyM0U4T2c1UQ&amp;q=https%3A%2F%2Fdirectedira.com%2Fpodcast&amp;v=pQo1po5LrAw" rel="nofollow" target="_blank">https://directedira.com/podcast</a>Learn how to take control of your retirement - <a href="https://directedira.com/" rel="nofollow" target="_blank">https://directedira.com/</a> Self-directed IRA Podcast - <a href="https://matsorensen.com/podcast/" rel="nofollow" target="_blank">https://matsorensen.com/podcast/</a> Shop my products - <a href="https://shop.matsorensen.com/%20" rel="nofollow" target="_blank">https://shop.matsorensen.com/ </a> Blog &amp; Articles - <a href="https://matsorensen.com/blog/" rel="nofollow" target="_blank">https://matsorensen.com/blog/</a> ---- Connect with Mat online: - Instagram: <a href="https://www.instagram.com/matsorensen/" rel="nofollow" target="_blank">https://www.instagram.com/matsorensen/</a> - Facebook: <a href="https://www.facebook.com/mat.sorensen.1" rel="nofollow" target="_blank">https://www.facebook.com/mat.sorensen.1</a> - LinkedIn: <a href="https://www.linkedin.com/in/matsorensen/" rel="nofollow" target="_blank">https://www.linkedin.com/in/matsorensen/ </a>- Twitter: <a href="https://twitter.com/matsorensen" rel="nofollow" target="_blank">https://twitter.com/matsorensen</a> - YouTube: <a href="https://www.youtube.com/channel/UCsOSIcfV0QMTyS0iAC5BZXg" rel="nofollow" target="_blank">https://www.youtube.com/@MatSorensen</a>

Open Forum: Answering your Self-Directed Questions

Jonathan Morris

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 &amp; 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 &amp; 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 &amp; 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 &amp; 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

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 &amp; 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 <a href="https://directedira.com/appointment/" rel="nofollow" target="_blank">https://directedira.com/appointment/</a>.  * 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 <a href="https://www.kkoslawyers.com" rel="nofollow" target="_blank">https://www.kkoslawyers.com</a>.  --- Leave your questions in the comment section below!  🔊 Found this video helpful? Click the Like bottom &amp; 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 - <a href="https://directedira.com/" rel="nofollow" target="_blank">https://directedira.com/</a> Self-directed IRA Podcast - <a href="https://matsorensen.com/podcast/" rel="nofollow" target="_blank">https://matsorensen.com/podcast/</a> Be an expert/shop my products - <a href="https://matsorensen.com/products3/" rel="nofollow" target="_blank">https://matsorensen.com/products3/</a> Blog &amp; Articles - <a href="https://matsorensen.com/blog/" rel="nofollow" target="_blank">https://matsorensen.com/blog/</a>  ---- Connect with me online: - Instagram: <a href="https://www.instagram.com/matsorensen/" rel="nofollow" target="_blank">https://www.instagram.com/matsorensen/</a> - Facebook: <a href="https://www.facebook.com/MatSorensenS" rel="nofollow" target="_blank">https://www.facebook.com/MatSorensenS</a>... - LinkedIn: <a href="https://www.linkedin.com/in/matsorensen/" rel="nofollow" target="_blank">https://www.linkedin.com/in/matsorensen/</a> - Twitter: <a href="https://twitter.com/matsorensen----" rel="nofollow" target="_blank">https://twitter.com/matsorensen----</a> Leave your questions in the comment section below!Learn how to take control of your retirement - <a href="https://directedira.com/" rel="nofollow" target="_blank">https://directedira.com/</a> Self-directed IRA Podcast - <a href="https://matsorensen.com/podcast/" rel="nofollow" target="_blank">https://matsorensen.com/podcast/</a> Shop my products - <a href="https://shop.matsorensen.com/%20" rel="nofollow" target="_blank">https://shop.matsorensen.com/ </a> Blog &amp; Articles - <a href="https://matsorensen.com/blog/" rel="nofollow" target="_blank">https://matsorensen.com/blog/</a> ---- Connect with Mat online: - Instagram: <a href="https://www.instagram.com/matsorensen/" rel="nofollow" target="_blank">https://www.instagram.com/matsorensen/</a> - Facebook: <a href="https://www.facebook.com/mat.sorensen.1" rel="nofollow" target="_blank">https://www.facebook.com/mat.sorensen.1</a> - LinkedIn: <a href="https://www.linkedin.com/in/matsorensen/" rel="nofollow" target="_blank">https://www.linkedin.com/in/matsorensen/ </a>- Twitter: <a href="https://twitter.com/matsorensen" rel="nofollow" target="_blank">https://twitter.com/matsorensen</a> - YouTube: <a href="https://www.youtube.com/channel/UCsOSIcfV0QMTyS0iAC5BZXg" rel="nofollow" target="_blank">https://www.youtube.com/@MatSorensen</a>

Webinar 22: Banking Crisis and How to Protect Your Cash? W/ Guest Jonathan Morris CEO of Titan Bank

Join Mat &amp; 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 &amp; 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

Join Mat &amp; 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 <a href="https://directedira.com/podcast" rel="nofollow" target="_blank">https://directedira.com/podcast</a>  ---- Connect with me online: - Instagram: <a href="https://www.instagram.com/matsorensen/" rel="nofollow" target="_blank">https://www.instagram.com/matsorensen/</a> - Facebook: <a href="https://www.facebook.com/MatSorensenS" rel="nofollow" target="_blank">https://www.facebook.com/MatSorensenS</a>... - LinkedIn: <a href="https://www.linkedin.com/in/matsorensen/" rel="nofollow" target="_blank">https://www.linkedin.com/in/matsorensen/</a> - Twitter: <a href="https://twitter.com/matsorensen" rel="nofollow" target="_blank">https://twitter.com/matsorensen</a> ---- Leave your questions in the comment section below!Learn how to take control of your retirement - <a href="https://directedira.com/" rel="nofollow" target="_blank">https://directedira.com/</a> Self-directed IRA Podcast - <a href="https://matsorensen.com/podcast/" rel="nofollow" target="_blank">https://matsorensen.com/podcast/</a> Shop my products - <a href="https://shop.matsorensen.com/%20" rel="nofollow" target="_blank">https://shop.matsorensen.com/ </a> Blog &amp; Articles - <a href="https://matsorensen.com/blog/" rel="nofollow" target="_blank">https://matsorensen.com/blog/</a> ---- Connect with Mat online: - Instagram: <a href="https://www.instagram.com/matsorensen/" rel="nofollow" target="_blank">https://www.instagram.com/matsorensen/</a> - Facebook: <a href="https://www.facebook.com/mat.sorensen.1" rel="nofollow" target="_blank">https://www.facebook.com/mat.sorensen.1</a> - LinkedIn: <a href="https://www.linkedin.com/in/matsorensen/" rel="nofollow" target="_blank">https://www.linkedin.com/in/matsorensen/ </a>- Twitter: <a href="https://twitter.com/matsorensen" rel="nofollow" target="_blank">https://twitter.com/matsorensen</a> - YouTube: <a href="https://www.youtube.com/channel/UCsOSIcfV0QMTyS0iAC5BZXg" rel="nofollow" target="_blank">https://www.youtube.com/@MatSorensen</a>

Open Forum: Your Questions Answered on Self Directed Retirement Accounts

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 &amp; 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

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 - <a href="https://directedira.com/" rel="nofollow" target="_blank">https://directedira.com/</a> Self-directed IRA Podcast - <a href="https://matsorensen.com/podcast/" rel="nofollow" target="_blank">https://matsorensen.com/podcast/</a> Shop my products - <a href="https://shop.matsorensen.com/%20" rel="nofollow" target="_blank">https://shop.matsorensen.com/ </a> Blog &amp; Articles - <a href="https://matsorensen.com/blog/" rel="nofollow" target="_blank">https://matsorensen.com/blog/</a> ---- Connect with Mat online: - Instagram: <a href="https://www.instagram.com/matsorensen/" rel="nofollow" target="_blank">https://www.instagram.com/matsorensen/</a> - Facebook: <a href="https://www.facebook.com/mat.sorensen.1" rel="nofollow" target="_blank">https://www.facebook.com/mat.sorensen.1</a> - LinkedIn: <a href="https://www.linkedin.com/in/matsorensen/" rel="nofollow" target="_blank">https://www.linkedin.com/in/matsorensen/ </a>- Twitter: <a href="https://twitter.com/matsorensen" rel="nofollow" target="_blank">https://twitter.com/matsorensen</a> - YouTube: <a href="https://www.youtube.com/channel/UCsOSIcfV0QMTyS0iAC5BZXg" rel="nofollow" target="_blank">https://www.youtube.com/@MatSorensen</a>

Ep.91 Investing in Private Funds with your IRA

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 &amp; 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 &amp; 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 &amp; 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

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 &amp; 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 - <a href="https://directedira.com/" rel="nofollow" target="_blank">https://directedira.com/</a> Self-directed IRA Podcast - <a href="https://matsorensen.com/podcast/" rel="nofollow" target="_blank">https://matsorensen.com/podcast/</a> Be an expert/shop my products - <a href="https://shop.matsorensen.com/" rel="nofollow" target="_blank">https://shop.matsorensen.com/</a> Blog &amp; Articles - <a href="https://matsorensen.com/blog/" rel="nofollow" target="_blank">https://matsorensen.com/blog/</a> ---- Connect with me online: - Instagram: <a href="https://www.instagram.com/matsorensen/" rel="nofollow" target="_blank">https://www.instagram.com/matsorensen/</a> - Facebook: <a href="https://www.facebook.com/MatSorensenSDIRA/" rel="nofollow" target="_blank">https://www.facebook.com/MatSorensenSDIRA/</a> - LinkedIn: <a href="https://www.linkedin.com/in/matsorensen/" rel="nofollow" target="_blank">https://www.linkedin.com/in/matsorensen/</a> - Twitter: <a href="https://twitter.com/matsorensen" rel="nofollow" target="_blank">https://twitter.com/matsorensen</a> Leave your questions in the comment section below!Learn how to take control of your retirement - <a href="https://directedira.com/" rel="nofollow" target="_blank">https://directedira.com/</a> Self-directed IRA Podcast - <a href="https://matsorensen.com/podcast/" rel="nofollow" target="_blank">https://matsorensen.com/podcast/</a> Shop my products - <a href="https://shop.matsorensen.com/%20" rel="nofollow" target="_blank">https://shop.matsorensen.com/ </a> Blog &amp; Articles - <a href="https://matsorensen.com/blog/" rel="nofollow" target="_blank">https://matsorensen.com/blog/</a> ---- Connect with Mat online: - Instagram: <a href="https://www.instagram.com/matsorensen/" rel="nofollow" target="_blank">https://www.instagram.com/matsorensen/</a> - Facebook: <a href="https://www.facebook.com/mat.sorensen.1" rel="nofollow" target="_blank">https://www.facebook.com/mat.sorensen.1</a> - LinkedIn: <a href="https://www.linkedin.com/in/matsorensen/" rel="nofollow" target="_blank">https://www.linkedin.com/in/matsorensen/ </a>- Twitter: <a href="https://twitter.com/matsorensen" rel="nofollow" target="_blank">https://twitter.com/matsorensen</a> - YouTube: <a href="https://www.youtube.com/channel/UCsOSIcfV0QMTyS0iAC5BZXg" rel="nofollow" target="_blank">https://www.youtube.com/@MatSorensen</a>

Ep. 90 Lending and Notes with your Self-Directed IRA & 401K

Amy Mahjoory

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 &amp; 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 &amp; 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 &amp; 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

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: <a href="https://www.raisingpm.com/liveevent" rel="nofollow" target="_blank">https://www.raisingpm.com/liveevent</a> You can also find her at: <a href="https://amymahjoory.com" rel="nofollow" target="_blank">https://amymahjoory.com</a> <a href="https://www.instagram.com/amymahjoory/" rel="nofollow" target="_blank">https://www.instagram.com/amymahjoory/</a> <a href="https://www.linkedin.com/in/amy-mahjoory-bb299511/" rel="nofollow" target="_blank">https://www.linkedin.com/in/amy-mahjoory-bb299511/</a> Leave your questions in the comment section below! 🔊 Found this video helpful? Click the Like bottom &amp; 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 - <a href="https://directedira.com/" rel="nofollow" target="_blank">https://directedira.com/</a> Self-directed IRA Podcast - <a href="https://matsorensen.com/podcast/" rel="nofollow" target="_blank">https://matsorensen.com/podcast/</a> Be an expert/shop my products - <a href="https://shop.matsorensen.com/" rel="nofollow" target="_blank">https://shop.matsorensen.com/</a> Blog &amp; Articles - <a href="https://matsorensen.com/blog/" rel="nofollow" target="_blank">https://matsorensen.com/blog/</a>Learn how to take control of your retirement - <a href="https://directedira.com/" rel="nofollow" target="_blank">https://directedira.com/</a> Self-directed IRA Podcast - <a href="https://matsorensen.com/podcast/" rel="nofollow" target="_blank">https://matsorensen.com/podcast/</a> Shop my products - <a href="https://shop.matsorensen.com/%20" rel="nofollow" target="_blank">https://shop.matsorensen.com/ </a> Blog &amp; Articles - <a href="https://matsorensen.com/blog/" rel="nofollow" target="_blank">https://matsorensen.com/blog/</a> ---- Connect with Mat online: - Instagram: <a href="https://www.instagram.com/matsorensen/" rel="nofollow" target="_blank">https://www.instagram.com/matsorensen/</a> - Facebook: <a href="https://www.facebook.com/mat.sorensen.1" rel="nofollow" target="_blank">https://www.facebook.com/mat.sorensen.1</a> - LinkedIn: <a href="https://www.linkedin.com/in/matsorensen/" rel="nofollow" target="_blank">https://www.linkedin.com/in/matsorensen/ </a>- Twitter: <a href="https://twitter.com/matsorensen" rel="nofollow" target="_blank">https://twitter.com/matsorensen</a> - YouTube: <a href="https://www.youtube.com/channel/UCsOSIcfV0QMTyS0iAC5BZXg" rel="nofollow" target="_blank">https://www.youtube.com/@MatSorensen</a>

Ep. 89. Raising Private Money for Real Estate with Amy Mahjoory - Special Guest Episode

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&amp;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 &amp; 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

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&amp;A Investing in hospitality and resorts Creating a world-class brand The importance of core values in your business Building a successful team to support your investing business The importance of selling on value, not price Why Josh sees great opportunity and value in investing in resorts today Thinking of money as power that you can do for others What other investors can learn and what Josh's company/fund is doing.Learn how to take control of your retirement - <a href="https://directedira.com/" rel="nofollow" target="_blank">https://directedira.com/</a> Self-directed IRA Podcast - <a href="https://matsorensen.com/podcast/" rel="nofollow" target="_blank">https://matsorensen.com/podcast/</a> Shop my products - <a href="https://shop.matsorensen.com/%20" rel="nofollow" target="_blank">https://shop.matsorensen.com/ </a> Blog &amp; Articles - <a href="https://matsorensen.com/blog/" rel="nofollow" target="_blank">https://matsorensen.com/blog/</a> ---- Connect with Mat online: - Instagram: <a href="https://www.instagram.com/matsorensen/" rel="nofollow" target="_blank">https://www.instagram.com/matsorensen/</a> - Facebook: <a href="https://www.facebook.com/mat.sorensen.1" rel="nofollow" target="_blank">https://www.facebook.com/mat.sorensen.1</a> - LinkedIn: <a href="https://www.linkedin.com/in/matsorensen/" rel="nofollow" target="_blank">https://www.linkedin.com/in/matsorensen/ </a>- Twitter: <a href="https://twitter.com/matsorensen" rel="nofollow" target="_blank">https://twitter.com/matsorensen</a> - YouTube: <a href="https://www.youtube.com/channel/UCsOSIcfV0QMTyS0iAC5BZXg" rel="nofollow" target="_blank">https://www.youtube.com/@MatSorensen</a>

Ep.88 Investing in Distressed Assets

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 Kohler who are also co-founders of Directed IRA &amp; Directed Trust Company (<a href="https://directedira.com" rel="nofollow" target="_blank">https://directedira.com</a>) where they have provided self-directed accounts for thousands of customers. They cover and discuss Roth IRAs, solo(k)s, prohibited transactions, real estate, start-ups, notes, PPMs, PE/VC Funds, UBIT/UDFI, IRA/LLCs (aka, checkbook IRAs), and share examples and stories from their thousands of clients who have self-directed their retirement for decades.

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