Directed IRA Podcast

On this weeks Open Forum Live Webinar we talk about the basics of Self-Directing! From navigating prohibited transactions to maximizing retirement contributions, we cover it all. Learn about correction procedures, compliance protocols, and strategies for safeguarding your financial future. Have questions or need further guidance on self-directing your IRA? Reach out to my company  Directed IRA, and our team of experts will provide personalized assistance tailored to your needs. Subscribe now and take control of your Retirement!

Learn how to take control of your retirement - https://directedira.com/

Self-directed IRA Podcast - https://matsorensen.com/podcast/

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Blog & Articles - https://matsorensen.com/blog/


Connect with Mat online:
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YouTube: https://www.youtube.com/@MatSorensen

In this webinar, Mat Sorensen, CEO, and Aaron Halderman, COO of Directed IRA discuss everything you need to know about Solo 401(k)s 

We cover the following topics:

-New Roth Rules for 2024 and Beyond
-Contributing 10 times more annually than an IRA
-Understanding the necessity of an LLC for a Solo 401(k)
-Qualification criteria
-Avoiding common mistakes
-Exploring the increased contribution limits for 2023 ($66k) and 2024
-Answering your questions 

Learn how to take control of your retirement - https://directedira.com/

Self-directed IRA Podcast - https://matsorensen.com/podcast/

Shop my products - https://shop.matsorensen.com/

Blog & Articles - https://matsorensen.com/blog/


Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen

Join us as we explore the various assets your Self Directed IRA can own, from real estate to private funds and crypto. Discover the benefits and considerations of investing in different assets with your retirement account. As tax and business lawyers, we provide insights into what makes a good investment for your IRA and share examples to help you navigate your investment journey.

Key Topics Covered:

- Exploring alternative assets for IRAs
- Benefits of using IRAs for real estate investment
- Understanding the asset options for IRAs
- Tips for maximizing returns with self-directed IRAs
- Considerations when choosing IRA investments
- Insights from tax and business lawyers on IRA investments
- Diversifying beyond traditional IRA assets
- Strategies for building wealth for retirement with IRAs
- Navigating the investment journey with IRAs
- Examples and case studies of successful IRA investments

Learn how to take control of your retirement - https://directedira.com/

Self-directed IRA Podcast - https://matsorensen.com/podcast/

Shop my products - https://shop.matsorensen.com/

Blog & Articles - https://matsorensen.com/blog/


Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen

In this episode of the Directed IRA Podcast, Mark and Mat get into the resurgence of interest in cryptocurrency investing. From Bitcoin hitting new highs to the SEC's approval of ETFs, the crypto landscape is evolving.

 Key Topics Covered:

- Breaking down the process of buying and investing in crypto through IRAs and 401(k)s.
- The significance of ETF approval and the involvement of major financial players.
- Exploring the growing interest in various cryptocurrencies beyond Bitcoin.
- Understanding the $33 trillion in U.S. retirement accounts and diversifying investment options.

Why Consider Crypto in Your Retirement Account?

With over 50 cryptocurrencies available, learn how to move beyond traditional assets and explore new investment opportunities. Discover the benefits of tax-advantaged strategies, especially using Roth IRAs for potential tax-free gains.

Taking Action: Setting Up Your Crypto IRA

Get practical insights into initiating the process, transferring accounts, and setting up a dedicated crypto IRA. Mat and Mark share the simplicity of working with Gemini, a trusted platform for crypto trading within your retirement account at Directed IRA. To learn more click this link! https://directedira.com/cryptocurrency/

Learn how to take control of your retirement - https://directedira.com/

Self-directed IRA Podcast - https://matsorensen.com/podcast/

Shop my products - https://shop.matsorensen.com/

Blog & Articles - https://matsorensen.com/blog/


Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen

Our COO Aaron Halderman and I discuss transforming old employer 401k into a Self Directed IRA or 401K, navigating the intricacies of health and education savings, and choosing the right path between Roth and Traditional IRAs. Whether you're looking to use existing retirement account money or start fresh with new contributions, we've got you covered. Join us as we break down the rules, discuss pain points, and provide practical steps to empower you to take control of your retirement. At Directed IRA, we assist clients in setting up 30-40 new accounts daily, and our goal is to make you experts in managing your financial future. Subscribe now for expert insights and success stories!

Learn how to take control of your retirement - https://directedira.com/

Self-directed IRA Podcast - https://matsorensen.com/podcast/

Shop my products - https://shop.matsorensen.com/

Blog & Articles - https://matsorensen.com/blog/


Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen

In this episode of the Directed IRA Podcast, Mark and I discuss turning your old employer's 401(k) into a million-dollar powerhouse. Learn how to escape the clutches of Wall Street, avoid high fees, and unlock the true potential of your retirement funds. Discover the Rule of 72 and how your money can double every six years, tax-free. Join the conversation on self-directed IRAs, alternative assets, and the path to financial freedom. Don't miss out on this episode – take control of your retirement and start building wealth today!

Learn how to take control of your retirement - https://directedira.com/

Self-directed IRA Podcast - https://matsorensen.com/podcast/

Shop my products - https://shop.matsorensen.com/

Blog & Articles - https://matsorensen.com/blog/


Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen

Mat and Mark discuss crucial deadlines for Roth conversions, clarifying the 2023 tax implications and compliance requirements for various LLC-owned retirement accounts. Alongside holiday banter and a touch of festive attire. Discover answers to your pressing questions on self-directed retirement accounts, cost segregation strategies, and the nuances of Solo 401(k) contributions. Uncover insights into VRBO taxes, multifamily and Single Family home purchases, and how to create Tax-Free Real Estate Investments.

Learn how to take control of your retirement - https://directedira.com/

Self-directed IRA Podcast - https://matsorensen.com/podcast/

Shop my products - https://shop.matsorensen.com/

Blog & Articles - https://matsorensen.com/blog/


Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen

Welcome to the Direct IRA Podcast! In this episode, we're getting into the ins and outs of Solo 401(k)s – the top self-directed account for the self-employed. Join Mat Sorensen and Nate Hare as they tear apart the complexities of contribution rules, deadlines, and benefits associated with Solo 401(k)s.

⏱️ Timestamps:

00:00:09:00 - Explaining 401(k) Contributions
00:00:43:15 - Solo 401(k) Explained: The Best Retirement Plan?
00:01:07:14 - Dive into Contribution Rules & Deadlines
00:03:31:14 - Setting Up a Solo 401(k) by Year End Importance
00:05:33:05 - Crucial Considerations for S Corporations
00:07:24:15 - Contribution Limits for 2023 & 2024
00:09:04:01 - Advantages of S Corporations in Solo 401(k) Contributions
🔍 Exploring Employee & Employer Contributions:

- Understand the significance of making 401(k) contributions – both employee and employer segments.
- Clarifying 2023 deadlines and the criticality of setting up Solo 401(k)s by year-end.
- Contributions in S Corporations – decoding the complexities of W-2 and planning considerations.
- Detailed breakdowns of 2023 and 2024 contribution limits and potential strategies for maximum contributions.

Unlock the Potential:
The wealth-building capabilities of Solo 401(k)s, especially for small business owners, real estate investors, and those with no employees. Get insights into contribution strategies, nuances, and the impact on retirement savings.

Learn how to take control of your retirement - https://directedira.com/

Self-directed IRA Podcast - https://matsorensen.com/podcast/

Shop my products - https://shop.matsorensen.com/

Blog & Articles - https://matsorensen.com/blog/


Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen

Explore IRA investments in precious metals like gold, silver, platinum, palladium, and cryptocurrencies such as Bitcoin, Ethereum, and more! Join us as we get right into the rules, qualifications, storage, and processes involved in investing your IRA in these alternative assets. 

Discover the distinctions between owning Crypto assets directly versus through funds, and learn about different methods, including a dedicated crypto IRA or setting up an LLC for diversified options. We simplify the complexities, offer insights, and discuss our preferred platform, Gemini, ensuring a secure and regulated approach to managing your Crypto IRA.

Learn how to take control of your retirement - https://directedira.com/

Self-directed IRA Podcast - https://matsorensen.com/podcast/

Shop my products - https://shop.matsorensen.com/

Blog & Articles - https://matsorensen.com/blog/


Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen

Welcome to this week's Directed IRA Special Podcast Episode! Today, we had the opportunity to speak with Chris Loeffler, the CEO of Caliber Wealth. Listen as Chris explains the story of Caliber—a journey from a private small business to a thriving publicly traded company managing Alternative Assets.

Join us as Chris shares insights into Caliber's evolution, the real estate market's current landscape, and valuable lessons learned along the way. Whether you're an investor, entrepreneur, or real estate enthusiast, this episode is packed with wisdom. Subscribe, hit the like button, and let's take control of our financial future. For more information on Chris and Caliber Wealth, check the links below!

To download a copy of the slides used in this presentation, click the link below!
https://drive.google.com/file/d/1518oD2pBjn9tAVN5v5MAS7CE5oFNWtE7/view?usp=sharing


More about Caliber Company and where to find them!

Website: https://www.caliberco.com
Education: https://www.caliberco.com/learn
Stock Profile: CaliberCos NASDAQ: CWD

Investor Relations
Tamara Gonzalez, Financial Profiles
Tgonzalez@finprofiles.Com

How to get in contact with Chris -
Chris Loeffler, CEO
Chris.Loeffler@CaliberCo.Com

Schedule a Free 15-minute new account phone appointment to get started with your Self-Directed journey:  https://directedira.com/appointment

To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast

Learn how to take control of your retirement - https://directedira.com/

Self-directed IRA Podcast - https://matsorensen.com/podcast/

Shop my products - https://shop.matsorensen.com/

Blog & Articles - https://matsorensen.com/blog/


Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen

Roth IRAs can be established and funded for high-income earners by using what is known as the “back door” Roth IRA contribution method. Many high-income earners believe that they can’t contribute to a Roth IRA because they make too much money and/or because they participate in a company 401k plan. Fortunately, this thinking is wrong. While direct contributions to a Roth IRA are limited to taxpayers with income in excess of $146,000 ($223,000 for married taxpayers, 2024), those whose income exceeds these amounts may make annual contributions to a non-deductible traditional IRA and then convert those amounts over to a Roth IRA.

Learn how to take control of your retirement - https://directedira.com/

Self-directed IRA Podcast - https://matsorensen.com/podcast/

Shop my products - https://shop.matsorensen.com/

Blog & Articles - https://matsorensen.com/blog/


Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen

Mat and our Executive Director Nate discuss the intricacies of Roth conversions and contributions, addressing questions related to traditional IRA to Roth IRA conversions, the nuances of the five-year rule, considerations for investment opportunities, and rules governing multi-member IRA LLCs. They delve into scenarios where IRA contributions aren't tax-deductible due to high income and touch upon backdoor Roth IRA strategies.

Learn how to take control of your retirement - https://directedira.com/

Self-directed IRA Podcast - https://matsorensen.com/podcast/

Shop my products - https://shop.matsorensen.com/

Blog & Articles - https://matsorensen.com/blog/


Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen

Join Mat and Mark as they discuss end of year Tax Strategies, Retirement Insights & More! From retirement account considerations to last-minute wealth-building insights, discover the secrets the wealthy use to maximize their earnings before the year wraps up.

- Explore key tips for keeping more of your hard-earned money while investing smartly.
- Learn about tax-saving tactics and little-known nuances of retirement accounts.
- Get insights into crucial decisions and actions to take before the year ends.
----

Learn how to take control of your retirement - https://directedira.com/

Self-directed IRA Podcast - https://matsorensen.com/podcast/

Shop my products - https://shop.matsorensen.com/

Blog & Articles - https://matsorensen.com/blog/


Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen

Mark and Mat provide a comprehensive breakdown of what NOT to do. From common mistakes to lesser-known pitfalls, we've got you covered! 

Join us as we unravel the confusing bits and provide tips to safeguard your retirement funds.

This episode reveals the top ten mistakes you should avoid when managing your self-directed IRA. From misunderstandings about prohibited transactions to tricky tax implications, Mark and Mat guide you through the dos and don'ts of self-directed retirement investing.

Learn how to take control of your retirement - https://directedira.com/

Self-directed IRA Podcast - https://matsorensen.com/podcast/

Shop my products - https://shop.matsorensen.com/

Blog & Articles - https://matsorensen.com/blog/


Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen

In this webinar, Mat Sorensen, CEO, and Aaron Halderman, COO of Directed IRA discuss everything you need to know about Solo 401(k)s 

We cover the following topics:

-New Roth Rules for 2023 and Beyond
-Contributing 10 times more annually than an IRA
-Understanding the necessity of an LLC for a Solo 401(k)
-Qualification criteria
-Avoiding common mistakes
-Exploring the increased contribution limits for 2023 ($66k) and 2024

Learn how to take control of your retirement - https://directedira.com/

Self-directed IRA Podcast - https://matsorensen.com/podcast/

Shop my products - https://shop.matsorensen.com/

Blog & Articles - https://matsorensen.com/blog/


Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen

Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more.

To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast

Learn how to take control of your retirement - https://directedira.com/

Self-directed IRA Podcast - https://matsorensen.com/podcast/

Shop my products - https://shop.matsorensen.com/

Blog & Articles - https://matsorensen.com/blog/


Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen

In this YouTube video, we dive into the fascinating world of Self-Directed IRAs. Our hosts, Mat and Mark, are joined by special guests Randy Luebke, a financial advisor and co-author of Marks book, and John Shekarchi, an experienced Self-Directed IRA investor, Partner at Directed IRA and lawyer. They share their insights and personal experiences with Self-Directed IRAs, shedding light on the incredible possibilities these retirement accounts offer.

Randy Luebke explains the importance of working with independent fiduciary investment advisors, ensuring you get unbiased advice for your retirement investments. John Shekarchi provides valuable insights and stories from his journey with Self-Directed IRAs, giving viewers a glimpse of the exciting opportunities available.

If you're interested in taking control of your retirement funds and exploring alternative investments, this video is a must-watch. Discover how you can invest your retirement savings beyond traditional stocks and bonds. Don't miss out on the chance to learn from the experts and gain financial independence in your golden years.

For more in-depth discussions and exclusive content, be sure to visit SDIRASummit.com and consider purchasing recordings of the Self-Directed IRA Summit to further your knowledge and make informed investment decisions. Join us on this informative journey into the world of Self-Directed IRAs!

- Learn about the history of self-directed IRAs and the challenges some investors face when trying to break free from the Wall Street mold.
- Discover the importance of working with independent fiduciary investment advisors to navigate the world of self-directed IRAs.
- Get insights from John and Randy, who share their success stories and provide valuable mentorship in the self-directed IRA space.

Learn how to take control of your retirement - https://directedira.com/

Self-directed IRA Podcast - https://matsorensen.com/podcast/

Shop my products - https://shop.matsorensen.com/

Blog & Articles - https://matsorensen.com/blog/


Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen

Join Mat and Mark as they discuss Checkbook IRA/LLC's the structure that surrounds them and the documents needed to get it right the first time!

About IRA LLC's/Checkbook IRA

An IRA/LLC is an investment structure whereby an IRA invests capital into a newly created limited liability company (“LLC”). The IRA owns the LLC units just like your IRA can own Coca-Cola corporation stock. This IRA/LLC structure has been popular amongst real estate investors and other investors who regularly invest in alternative assets with their retirement accounts. A common IRA/LLC structure is one where the IRA invests a designated amount of cash into the LLC in exchange for 100% of the membership units of the LLC. The LLC then in turn acquires the intended investment asset. For example, a rental property. An IRA/LLC can also be formed with numerous IRAs owning the LLC with the ownership allocated between the different IRAs based on the dollars invested.

Learn how to take control of your retirement - https://directedira.com/

Self-directed IRA Podcast - https://matsorensen.com/podcast/

Shop my products - https://shop.matsorensen.com/

Blog & Articles - https://matsorensen.com/blog/


Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen

Join Mat Sorensen and guest expert AJ Osborne (300M+ AUM) as they discuss investing in self-storage with personal funds and an IRA or 401k.
 
In this webinar, we discuss:
- Top 3 Reasons You Should Consider Investing in Self-Storage
- Portfolio Case Studies
- What Makes a Good Self-Storage Operator
- Due Diligence, Underwriting, and Rates vs. Rents
- Vacancy and Demographics
- How Do I Get Started Investing in Self Storage?
- Can I use an IRA or Solo 401k to Invest in Self Storage?

About AJ:

AJ is an American entrepreneur, businessman, and investor who owns and manages his self-storage portfolio of over $212 million of assets through his companies Cedar Creek Wealth, Bitterroot Holdings, and Clearwater Benefits.

AJ owns and hosts the largest self-storage podcast, Self Storage Income. As an operator and private owner with over 1.2 million square feet of self-storage, AJ regularly keynotes at national conferences on operations related to investing in, buying, and managing self-storage facilities.

📲 CONNECT WITH AJ Osborne:
=================
Podcast: https://www.youtube.com/@SelfStorageIncome
Instagram: https://www.instagram.com/ajosborne/
Facebook: https://www.facebook.com/selfstorageincome/
LinkedIn: https://www.linkedin.com/in/aj-osborne-a9b8102b/
Youtube Channel:  https://www.youtube.com/@SelfStorageIncome

Learn how to take control of your retirement - https://directedira.com/

Self-directed IRA Podcast - https://matsorensen.com/podcast/

Shop my products - https://shop.matsorensen.com/

Blog & Articles - https://matsorensen.com/blog/


Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen

Join Mat Sorensen and guest expert Nick Fong with Ronival Real Estate, as they discuss his experiences investing internationally since 2004.

Self-Directed IRAs, 401Ks, and other qualified plans, not only can buy, own, and hold investment property here in the U.S., but they can also invest them in International Property. They discuss the in’s and out’s to investing internationally with your self-directed IRAs.

Nick Fong discusses his experiences investing internationally and what made him move his real estate operation from Chicago, Illinois to Los Cabos, Mexico.

📲 CONNECT WITH NICK FONG:
=================
Podcast: The Nick Fong Podcast
Instagram: https://www.instagram.com/nickfong_ronival/
Facebook: https://www.facebook.com/fongna
LinkedIn: https://www.linkedin.com/in/ronival/
Youtube Channel: https://www.youtube.com/watch?v=ml7bmXMmBR8&list=PLJymzBKL1plQlK-29ACgzUwM8aUlp1sQD&pp=iAQB

Learn how to take control of your retirement - https://directedira.com/

Self-directed IRA Podcast - https://matsorensen.com/podcast/

Shop my products - https://shop.matsorensen.com/

Blog & Articles - https://matsorensen.com/blog/


Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
Twitter: https://twitter.com/matsorensen
YouTube: https://www.youtube.com/@MatSorensen