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Content provided by Mat Sorensen and Mark Kohler, Mat Sorensen, and Mark Kohler. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mat Sorensen and Mark Kohler, Mat Sorensen, and Mark Kohler or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Directed IRA Podcast

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Manage series 2802157
Content provided by Mat Sorensen and Mark Kohler, Mat Sorensen, and Mark Kohler. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mat Sorensen and Mark Kohler, Mat Sorensen, and Mark Kohler or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

146 episodes

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Directed IRA Podcast

27 subscribers

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Manage series 2802157
Content provided by Mat Sorensen and Mark Kohler, Mat Sorensen, and Mark Kohler. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mat Sorensen and Mark Kohler, Mat Sorensen, and Mark Kohler or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

146 episodes

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