Directed IRA Podcast
A show dedicated to educating and informing self-directed IRA and 401(k) investors on strategies, investments, legal structures, tax rules, and pitfalls. Hosted by tax lawyers Mat Sorensen and Mark Kohler who are also co-founders of Directed IRA & 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.
Directed IRA Podcast
Open Forum: Listeners Questions Answered!
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/
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Websites:
https://directedira.com
https://matsorensen.com
https://kkoslawyers.com
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