#2 Investment Options with a Self-Directed IRA and 401k | Directed IRA Podcast |

  Рет қаралды 6,411

Mat Sorensen - Wealth Lawyer & Entrepreneur

Mat Sorensen - Wealth Lawyer & Entrepreneur

Күн бұрын

Hosts and Tax Lawyers Mat Sorensen and Mark Kohler go into detail about all the investment options available when Self Directing a Retirement account. These include real estate (rental and flip), IRA/LLCs (aka checkbook control IRAs), LP and LLCs, private small businesses, loans and notes, cryptocurrency, and precious metals. Mat and Mark both self-direct their own retirement accounts and co-founded Directed IRA, where they have assisted thousands of clients with their self-directed accounts. Their law firm KKOS Lawyers has worked with over 10,000 self-directed IRA clients and has two decades of experience.
The Directed IRA podcast is an educational resource provided by Directed IRA & Directed Trust Company directedira.com/.
Directed IRA has helped thousands of self-directed investors and has processed over half a billion in self-directed transactions. It is the highest-rated self-directed IRA custodian based on verified google reviews and takes pride in providing knowledgeable and helpful service to its customers.
Self-directed accounts can be fully opened within 5 minutes using Directed’s online e-sign application. directedira.com/open-accounts/
The Self-Directed IRA Summit is an annual educational event (1 ½ days) providing live self-directed IRA education and networking and is hosted by Directed IRA. You can register for the upcoming Summit or can buy the recording of prior years at sdirasummit.com/
Mat Sorensen’s book, The Self-Directed IRA Handbook, is the number one book on self-directed IRAs and has sold over 30,000 copies. You can purchase the book and follow important updates at sdirahandbook.com/

Пікірлер: 16
@trigger455
@trigger455 2 жыл бұрын
real estae, land, livestock, stocks, precious metals, crypto, i-savings bond, ee-savings bond, treasury notes.....list goes on
@tomparsons9509
@tomparsons9509 3 жыл бұрын
I gifted my Pippen chalk drawing picture that I had growing up to my oldest son. I think one of the few 8 year olds that knows who Pippen is! Keep pushing out he great info guys!!
@MatSorensen
@MatSorensen Жыл бұрын
That's awesome!
@montytanner966
@montytanner966 3 жыл бұрын
Can btc in a self directed roth ira be held in a hardwallet? Or does it need to stay in the exchange account
@nymphasorrera5167
@nymphasorrera5167 Жыл бұрын
What is the state that your clients have the most IRA LLC in real estate?
@brianpeterson3752
@brianpeterson3752 2 жыл бұрын
Mat looks like he might have taken a fat hit of that controlled substance! Nice work boys!! Very helpful.
@MatSorensen
@MatSorensen Жыл бұрын
Thanks Brian, keep enjoying our podcast and if you have questions, visit our site www.directedira.com
@Cardroid
@Cardroid 3 жыл бұрын
Thanks!
@donireland6218
@donireland6218 3 жыл бұрын
Regarding Mark's example of buying the house using his HSA, he said that he put down $4k and had a $36k note. But then hebsaid the HSA doesn't file a tax return. Doesn't the note create a need to pay tax on UDFI? So how do you do that if no tax return os filed?
@elizabethmoore6913
@elizabethmoore6913 3 жыл бұрын
A lot of people are not financially stable this period and it's not easy, I always advise people, don't just waste your stimulus checks or salary, invest it in something that will yield more, even if it is a part of it. We can't keep relying on a paycheck that is already half-spent before we even receive it, there are investment opportunities that have helped a lot of people especially in the financial market. Having different streams of income is essential in this pandemic, especially now most of us have to earn and work from home. I've made impressive progress so far this year and it has helped me sort out a lot of bills and I do that through a registered investment company. You can get in touch with the manager via Instagram @nicholas__fxtrade he will guide you properly.......
@MatSorensen
@MatSorensen Жыл бұрын
Thanks Don. There is UDFI on gains from the loan. did you figure out what to do?
@keishawilliams869
@keishawilliams869 9 ай бұрын
​@@MatSorensenis this discussed in your book? I have a HSA and would like to know more
@mariacifuentesmarrero8938
@mariacifuentesmarrero8938 Жыл бұрын
can one join $ from Roth and HSA?
@MatSorensen
@MatSorensen Жыл бұрын
Yes, we cover that in the episode on partnering IRA and other funds (roth and HSA). This is usually done via a multi-member IRA/LLC (I also have some other videos and a chapter in my book on this).
@dasfahrer8187
@dasfahrer8187 2 жыл бұрын
Reasons for why this could or couldn't happen aside, is the gold held in by the custodian/depository/etc protected from confiscation if the US declares it illegal for private citizens to own gold again?
#3 Self-Directing your IRA, What are the Rules? | Directed IRA Podcast |
52:52
Mat Sorensen - Wealth Lawyer & Entrepreneur
Рет қаралды 9 М.
# 18 Roth IRA Conversions and Chunking Strategies
54:17
Mat Sorensen - Wealth Lawyer & Entrepreneur
Рет қаралды 8 М.
100❤️
00:19
MY💝No War🤝
Рет қаралды 6 МЛН
1❤️
00:17
Nonomen ノノメン
Рет қаралды 13 МЛН
Wait for the last one! 👀
00:28
Josh Horton
Рет қаралды 152 МЛН
3M❤️ #thankyou #shorts
00:16
ウエスP -Mr Uekusa- Wes-P
Рет қаралды 14 МЛН
What is a Self Directed IRA? Getting Started
47:53
Mat Sorensen - Wealth Lawyer & Entrepreneur
Рет қаралды 16 М.
The Value-Investing Expert: The Life and Money Lessons I Learned Working with Charlie Munger
2:38:01
Crowdfunding Real Estate: Inside a Self-Directed IRA or 401K
26:26
Mat Sorensen - Wealth Lawyer & Entrepreneur
Рет қаралды 391
Roth IRA vs. Health Savings Account (HSA): Which Is Better?
19:49
Mat Sorensen - Wealth Lawyer & Entrepreneur
Рет қаралды 15 М.
The Influence Expert: 7 Ways to Get People to Do What You Want (Even When They Don't Want To)
1:08:46
The RIGHT way to Invest with your Self-Directed IRA [QnA]
40:06
Mat Sorensen - Wealth Lawyer & Entrepreneur
Рет қаралды 3,3 М.
Webinar: Self-Directed Solo 401(k) Beginner & Advanced Strategies
1:05:58
Mat Sorensen - Wealth Lawyer & Entrepreneur
Рет қаралды 6 М.
Morgan Housel: What You Need to Master (And Avoid) to Get Rich, Stay Rich, and Build Wealth
1:34:19
Corporate Transparency Act: How do you file your BOI Report? (everything you need to know)
54:07
Mat Sorensen - Wealth Lawyer & Entrepreneur
Рет қаралды 439
Top 5 Audit Proof Tax Loopholes for Small Business Owners
44:24
Mat Sorensen - Wealth Lawyer & Entrepreneur
Рет қаралды 816
100❤️
00:19
MY💝No War🤝
Рет қаралды 6 МЛН