Podcast Episodes
Back to SearchStrategies For Moving an Old IRA to a Self-Directed IRA
Season 2 Episode 13
Mat and Mark cover how to move your money from an old IRA and 401(k) to a Self-Directed Account. They cover some game-changing strategies including t…
5 years, 2 months ago
IRA Partnering with Individuals or Other Accounts
Season 2 Episode 12
Partnering in your IRA and other retirement accounts can be a powerful strategy that can open the doors to high-yielding investments. But, buyer bewa…
5 years, 2 months ago
OPEN FORUM SHOW - Self-Directed Retirement Plan Questions
Season 2 Episode 11
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self Di…
5 years, 3 months ago
Roth IRA Conversions and Chunking Strategies
Season 2 Episode 10
Roth IRAs and Roth 401(k)s grow and come out tax-free at retirement. Mark and Mat outline the steps to get to Roth (it's for high-income earners too)…
5 years, 3 months ago
When Does Your IRA Have to Pay Taxes?
Season 2 Episode 9
Mark and mat explain the two taxes That can apply to your IRA or other retirement accounts. These taxes, unrelated business income tax "UBIT" and Unr…
5 years, 3 months ago
How to Invest in Bitcoin and Other Cryptocurrency with a Self-Directed IRA or 401k
Season 2 Episode 8
Mat and Mark outline how you can invest in Bitcoin and other Cryptocurrency with an IRA or 401k. They go over the three strategies available which ca…
5 years, 3 months ago
How to Invest in a Private Company before they list on the Public Exchanges
Season 2 Episode 7
Special webinar episode hosted by Mat Sorensen & Aaron Halderman with Special Guest Chris Loeffler. Learn more at https://directedira.com/podcast/
Sel…
5 years, 4 months ago
OPEN FORUM SHOW - Self-Directed Retirement Plan Questions
Season 2 Episode 6
Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self Di…
5 years, 4 months ago
What Happens to an IRA or 401k When the Owner Dies?
Season 3 Episode 5
Join Mark and Mat as they discuss all the variables for the best tax, legal, and family planning situation when it comes to inheriting an IRA or 401k…
5 years, 4 months ago
Due Diligence Top Ten List When Investing
Season 2 Episode 4
Mark and Mat go over the top ten items you should consider when making an investment. Whether using a self-directed IRA or other funds, these ten ite…
5 years, 4 months ago