Directed IRA Podcast

Don't Miss These Year-End Retirement Deadlines! In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J Kohler break down the five crucial actions you need to take before December 31st to maximize your retirement and tax strategy. From Roth conversions to required minimum distributions (RMDs), we cover what you must know to avoid missing out on key opportunities and facing unnecessary penalties. Highlights: - Roth Conversions: Why you should act before year-end to lock in your tax bracket and optimize your retirement savings. - Year-End Tax Planning:Avoid scrambling on December 30th—get ahead with smart, actionable steps. - Avoid Tax Bracket Pitfalls: How to strategically "chunk" your Roth conversions to stay in a favorable tax bracket. - Required Minimum Distributions (RMDs): Important rules if you're 73 or older to ensure compliance and avoid penalties. Whether you're a seasoned investor or new to retirement planning, this episode is packed with actionable advice to help you make the most of your year-end planning. Subscribe for more tips on maximizing your retirement strategy! Learn how to take control of your retirement - https://directedira.com/ Self-directed IRA Podcast - https://matsorensen.com/podcast/ Shop my products - https://shop.matsorensen.com/ Blog & Articles - https://matsorensen.com/blog/ Ask Mat: https://matsorensen.com/ask-mat 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/ TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensen Websites: https://directedira.com https://matsorensen.com https://kkoslawyers.com https://mainstreetbusiness.com...

Podcast Description: In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler answer listener-submitted questions in an open forum! They cover key topics like managing Required Minimum Distributions (RMDs) within IRA LLCs, strategies for Roth conversions, and the ins and outs of rolling over a Roth 401(k) to a solo 401(k). They also discuss critical considerations for maximizing Social Security benefits and avoiding Medicare penalties. Tune in for expert insights and practical tips on self-directed retirement accounts, tax strategies, and more—straight from real questions submitted by our audience! Have questions? Submit them at directedira.com/podcast for a chance to be featured in a future episode! Learn how to take control of your retirement - https://directedira.com/ Self-directed IRA Podcast - https://matsorensen.com/podcast/ Shop my products - https://shop.matsorensen.com/ Blog & Articles - https://matsorensen.com/blog/ Ask Mat: https://matsorensen.com/ask-mat 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/ TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensen Websites: https://directedira.com https://matsorensen.com https://kkoslawyers.com https://mainstreetbusiness.com...

Discover the journey of real estate developer and entrepreneur Cody Sperber as he joins Mat Sorensen to discuss the art of scaling businesses, real estate development, and thriving in competitive markets. In this episode, Cody reveals his transition from wholesaling and flipping houses to tackling luxury home developments and his strategic pivot into commercial and manufactured housing. Learn how Cody leveraged partnerships to break into development, built eco-friendly homes tied to charitable causes, and adapted to challenges during market downturns. Cody also dives into the booming manufactured housing market and shares innovative strategies for creating affordable housing at scale. Whether you're an investor, entrepreneur, or curious about real estate trends, this conversation is packed with insights on scaling businesses, finding opportunities in niche markets, and future-proofing investments. 🔑 Key Topics Covered: - Scaling businesses and adapting in uncertain markets - Cody’s shift from luxury home building to commercial real estate - The rise of manufactured housing and land development strategies - Balancing purpose-driven business with profitability Subscribe for more expert interviews and business strategies! Learn how to take control of your retirement - https://directedira.com/ Self-directed IRA Podcast - https://matsorensen.com/podcast/ Shop my products - https://shop.matsorensen.com/ Blog & Articles - https://matsorensen.com/blog/ Ask Mat: https://matsorensen.com/ask-mat 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/ TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensen Websites: https://directedira.com https://matsorensen.com https://kkoslawyers.com https://mainstreetbusiness.com...

In this episode of the Directed IRA Podcast, Mat Sorensen joins forces with Mark J. Kohler to break down essential retirement strategies for high-income earners. They discuss the critical $2.5 million retirement target, the importance of "employee after-tax contributions," and how to maximize retirement accounts with over $100,000 in contributions annually—even for W-2 employees. Mat and Mark debunk common myths about retirement planning and explain why growing your retirement account doesn’t have to mean locking up your funds in Wall Street products. Learn how to take control of your retirement - https://directedira.com/ Self-directed IRA Podcast - https://matsorensen.com/podcast/ Shop my products - https://shop.matsorensen.com/ Blog & Articles - https://matsorensen.com/blog/ Ask Mat: https://matsorensen.com/ask-mat 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/ TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensen Websites: https://directedira.com https://matsorensen.com https://kkoslawyers.com https://mainstreetbusiness.com...

In this episode of the Directed IRA Podcast, Mat and Mark explore the hidden benefits of the Roth IRA that many investors overlook. While most people know about the tax-free growth advantage, there’s much more to this retirement account that makes it a must-have for any financial strategy. From the backdoor Roth IRA to the flexibility of withdrawing contributions without penalty, Mat and Mark unpack five surprising benefits that can help you maximize your retirement savings. Tune in to learn why the Roth IRA is often referred to as the "Cadillac" of retirement planning and discover some unique strategies to make the most of it! Learn how to take control of your retirement - https://directedira.com/ Self-directed IRA Podcast - https://matsorensen.com/podcast/ Shop my products - https://shop.matsorensen.com/ Blog & Articles - https://matsorensen.com/blog/ Ask Mat: https://matsorensen.com/ask-mat 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/ TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensen Websites: https://directedira.com https://matsorensen.com https://kkoslawyers.com https://mainstreetbusiness.com...

In this episode of the Directed IRA podcast, Mat and Mark give unique strategies to supercharge your 401(k) and take control of your retirement savings. They explore how self-directing your 401(k) can open up investment opportunities beyond stocks and mutual funds, such as real estate, private businesses, and even cryptocurrency. Plus, they discuss the powerful "match and out" strategy to maximize your employer's contributions and why it’s crucial to take control of your retirement funds. Whether you have a traditional or Solo 401(k), these strategies can help you grow wealth like never before. Subscribe for more insights on how to optimize your IRAs and 401(k)s, and share this episode with anyone looking to think outside the box for their retirement planning! Learn how to take control of your retirement - https://directedira.com/ Self-directed IRA Podcast - https://matsorensen.com/podcast/ Shop my products - https://shop.matsorensen.com/ Blog & Articles - https://matsorensen.com/blog/ Ask Mat: https://matsorensen.com/ask-mat 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/ TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensen Websites: https://directedira.com https://matsorensen.com https://kkoslawyers.com https://mainstreetbusiness.com...

Mat and Mark answer a crucial question: Should the average person self-direct? They dissect this query, sharing their insights on who should seriously consider self-directed IRAs and why. Discover three types of people who are excellent candidates for self-directed investing and three who might not be. Mat and Mark also emphasize the importance of knowledgeable CPAs, financial advisors, and professionals in helping clients make informed decisions about their retirement funds. If you're curious about self-directed IRAs, want to explore alternative investment options beyond Wall Street, or simply want to gain financial freedom, this podcast episode is a must-listen. Don't miss out on learning how you can take control of your retirement with Directed IRA! For more valuable information on self-directed IRAs, check out DirectedIRA.com and their upcoming Self-Directed IRA Summit on October 20-21st, 2023. Whether you're a seasoned investor or just getting started, this episode has something for everyone. Tune in now! To Learn More about the Self-Directed IRA Summit Visit: https://sdirasummit.com Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. https://directedira.com/appointment To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast Learn how to take control of your retirement - https://directedira.com/ Self-directed IRA Podcast - https://matsorensen.com/podcast/ Shop my products - https://shop.matsorensen.com/ Blog & Articles - https://matsorensen.com/blog/ ---- Connect with Mat online: - Instagram: https://www.instagram.com/matsorensen/ - Facebook: https://www.facebook.com/mat.sorensen.1 - LinkedIn: https://www.linkedin.com/in/matsorensen/ - Twitter: https://twitter.com/matsorensen - YouTube: https://www.youtube.com/@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. https://directedira.com/appointment To submit your questions, listen, search for prior episodes, or sign up...

In this webinar/podcast episode Mat Sorensen and Aaron Halderman are Interviewing national real estate expert Marco Santarelli of Norada Real Estate on how to analyze a potential rental property. ⁠ ⁠ In this virtual broadcast/webinar we will discuss:⁠ - How to find a good rental property and what you should look for⁠ - How to run the numbers and analyze whether a property would be a good investment for your IRA⁠ - What property types and markets are popular⁠ - How do you get started...