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
How to Buy a Rental Property in your IRA
In this podcast, Mat breaks down how he used his retirement account to purchase a real, physical rental property—and how he paid zero taxes on the rental income and six-figure profits when he sold. Most people think their retirement is locked into Wall Street investments, but Mat shows how you can use a Self-Directed IRA to invest in assets you know and trust—like real estate.
He walks through the exact steps he took, the financial results, and how you can start taking control of your financial future by building wealth outside of traditional investments.
📚 Want to learn more? Get a copy of The Self-Directed IRA Handbook or schedule a call with the team at DirectedIRA.com.
00:00 – Intro: I Bought This Rental in My IRA
Mat introduces the surprising truth—yes, you can buy a rental property with your IRA or 401(k).
01:36 – Why Real Estate Over the Stock Market?
Explaining why Mat believes real estate provides better returns and tax advantages than stocks.
03:12 – How a Self-Directed IRA Works
An overview of what a Self-Directed IRA is and how it gives you investment control beyond Wall Street.
05:32 – The Exact Strategy I Used
Mat breaks down his real-life example—buying a 3-bed, 2-bath rental in Indianapolis through his retirement account.
07:14 – Setting Up the IRA LLC Structure
How to structure the deal using an IRA-owned LLC for control and liability protection.
10:26 – The Financial Results: Rental Income and Big Gains
Mat shares the numbers—purchase price, rental income, sale price, and the $100K profit he made tax-free.
12:17 – What I Did Next: Private Lending & More Investing
How Mat reinvested the profits into private money lending and new deals.
13:15 – Why You Should Take Control of Your Retirement
The emotional payoff—building a bigger retirement account and creating a life of freedom and choices.
15:09 – Can You Really Do This? Yes! Here’s How to Start
Learn how to take control of your retirement - https://directedira.com/
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Blog & Articles - https://matsorensen.com/blog/
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Websites:
https://directedira.com
https://matsorensen.com
https://kkoslawyers.com
https://mainstreetbusiness.com