Directed IRA Podcast

The Directed IRA Podcast , hosted by attorneys Mat Sorensen and Mark J. Kohler, is the leading source for investors navigating the world of self-directed IRAs and 401(k)s. As co-founders of Directed IRA & Directed Trust Company ( directedira.com ), Mat and Mark have helped thousands of clients invest in alternative assets using tax-advantaged retirement accounts. Episodes cover topics related to self-directing retirement accounts, such as Roth IRAs, Solo 401(k)s, real estate, private equity and venture funds, promissory notes, private placements (PPMs), start-ups, IRA/LLCs (Checkbook IRAs), and the UBIT/UDFI tax rules. The podcast also addresses prohibited transactions and shares real-world examples from investors who have successfully self-directed their retirement for decades. Whether you're a seasoned investor or just getting started, this podcast offers practical, expert-level insights into building wealth through self-directed strategies. Mat Sorensen is an attorney, best-selling author of The Self-Directed IRA Handbook , and CEO of Directed IRA & Directed Trust Company, a leading self-directed IRA custodian with nearly $3 billion under administration. He is a national expert on self-directed retirement strategies and a Senior Partner at KKOS Lawyers. Mat also co-hosts The Main Street Business Podcast along with Mark J. Kohler. Mark J. Kohler is a CPA, attorney, best-selling author of six books, and a nationally recognized authority on small business tax and legal strategies. Mark serves as a Senior Partner at KKOS Lawyers and Board Member at Directed IRA Trust Company, which manages over $3 billion in assets. As the founder of the Main Street Certified Tax Advisor Program, Mark has trained thousands of CPAs and Enrolled Agents nationwide, helping millions of small business owners better navigate tax and legal strategies. Mark also co-hosts The Main Street Business Podcast along with Mat Sorensen.

Directed IRA Podcast is a business podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80.

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  Episode #1

  Top 10 Self-directed IRA Questions

  Oct 3, 202623 minS9

  Download our free guide to Self-Directing an IRA to learn the basics of self-directed investing, explore your alternative investment options, and understand how a self-directed IRA can be a long-term wealth-building strategy. Whether you're interested in real estate, private lending, startups, or other alternative assets, this guide will help you understand how to get started. In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down the top 10 most frequently asked questions about self-directing your IRA. Whether you're new to self-directed investing or looking to expand your retirement investment options, Mat and Mark cover the key rules, strategies, and opportunities you need to understand to get started. From investing in real estate and private companies to understanding prohibited transactions and funding your account, they answer some of the most common questions investors have about taking greater control of their retirement funds. In this episode, you'll learn: Why you need a self-directed IRA custodian to invest in alternative assets What types of investments you can hold in a self-directed IRA Whether self-directing your IRA increases your risk of an IRS audit The prohibited transaction rules and who qualifies as a disqualified person Whether you need an LLC to self-direct your IRA How much it costs to open and maintain a self-directed IRA How to fund your account through transfers, rollovers, and contributions When you can self-direct a 401(k) and what options are available What other retirement accounts, including Roth IRAs, HSAs, and Solo 401(k)s, can be self-directed How to invest alongside family members using multiple retirement accounts For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/ Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/ Other : Mat Sorensen: https://matsorensen.com Mark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

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  Episode #14

  Investing in Venture or Startups with a Self-directed IRA

  Sep 23, 202659 minS8

  If you’re ready to invest in venture or a startup with your IRA, book a call with Directed IRA today to learn more!: https://directedira.com/appointment/ Tell USVC about your situation and their team will follow up individually with the right path: https://usvc.com/ira In this special episode of the Directed IRA Podcast, host Mat Sorensen , CEO of Directed IRA, sits down with Ankur Nagpal , General Partner at USVC by AngelList Asset Management and founder of Carry, to discuss venture capital, startup investing, and how retirement accounts can provide access to private-market opportunities. Venture capital and investing in private companies have traditionally been difficult for individual investors to access. In this conversation, Mat and Ankur explore how that landscape is changing and what investors should understand before using retirement dollars to invest in venture capital and startups. Mat explains how Self-Directed IRAs can be used to access private-market investments and the key IRA rules investors need to understand. Ankur shares his perspective as a venture investor and discusses how USVC and AngelList are working to expand access to venture capital. In this episode, they cover: How Self-Directed IRAs can invest in venture capital, startups, and private companies How investing in private markets through an IRA works Why venture capital has historically been difficult for individual investors to access How USVC and AngelList are expanding access to venture investing What investors should consider when evaluating venture and startup opportunities Key IRA rules to understand before investing retirement dollars in private companies The potential benefits of holding high-growth private investments in Traditional and Roth accounts How venture capital can fit into a broader alternative investment strategy Whether you're interested in startups, venture capital, or alternative investments, this episode provides a closer look at how retirement accounts can be used to participate in private markets. For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/ Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/ Other : Mat Sorensen: https://matsorensen.com Mark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

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  Episode #13

  Roth IRA vs Roth 401(k) — 5 Differences That Cost People Money

  Sep 17, 202628 minS8

  Get the FREE BEGINNER'S GUIDE to self-directing an IRA and learn how to put your Roth dollars into real estate, private funds, startups, and crypto! Ready to build your tax-free bucket the right way — BOOK A FREE CALL with DirectedIRA and get the Roth IRA or Roth 401(k) accounts you need set up today! Roth IRAs and Roth 401(k)s share a first name and the same tax-free growth, but almost every rule that governs them is different — and picking the wrong one for your next dollar can cost you real money. Wealth lawyer and real estate investor Mat Sorensen breaks down the five biggest differences between these accounts and the funding order that lets you capture the best of both. What the five differences reveal: • Why high-income earners are phased out of Roth IRA contributions at $153,000 single or $242,000 married filing joint • How the Roth 401(k) allows $24,500 in 2026 versus $7,500 in a Roth IRA, plus catch-up and super catch-up amounts • Why an employer match can double your contribution on day one and should always be captured first • How Roth IRA contributions can come out any time tax- and penalty-free while Roth 401(k) dollars stay locked until 59½ • When a 401(k) participant loan of half the balance up to $50,000 becomes your early access option • Why Roth 401(k) dollars can roll into a Roth IRA but Roth IRA dollars can never move back • The three-step funding order that gets the match, the flexibility, and the maximum Roth contribution The bigger lesson is that these two accounts are teammates rather than rivals. One delivers a larger contribution limit and free employer money, while the other delivers investment freedom, early access to contributions, and control over where your tax-free dollars actually grow. The investors building the largest tax-free buckets are not the ones who picked a side — they are the ones who used both in the right sequence. This strategy is especially valuable for high-income earners, employees with a 401(k) match, self-employed investors using a solo 401(k), younger savers who may need early access, and anyone approaching retirement who wants to start their Roth IRA five-year clock now! Check out my youtube channel for more content on retirement planning and self-directed IRA topics!: https://www.youtube.com/@MatSorensen For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/ Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/ Other : Mat Sorensen: https://matsorensen.com Mark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

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  Episode #12

  ROBS vs Self-Directed IRA

  Sep 4, 202623 minS8

  If you're ready to explore investing your retirement savings outside of traditional Wall Street investments, a Self-Directed IRA may be an option worth considering. Ready to open a Self-Directed IRA? Book a call with my team at Directed IRA to get started and explore your options. In this episode of the Directed IRA Podcast , Mat Sorensen and Mark J. Kohler break down the ROBS (Rollover as Business Startups) strategy and compare it to using a Self-Directed IRA to invest in a business. With so much misinformation circulating online and on social media, we’re separating the facts from the hype and explaining how these strategies actually work. We discuss why ROBS can make sense for someone who wants to use their retirement funds to buy a business or franchise and work in that business , while also breaking down the complexity, tax implications, compliance requirements, and ongoing costs that come with the structure. In This Episode, We Cover: What is a ROBS? How the strategy allows retirement funds to invest in a business you intend to operate. ROBS vs. Self-Directed IRA: The key differences and when each strategy may make sense. The tax implications: Why the tax outcome of a traditional ROBS structure may not be as attractive as it sounds. Roth strategies: How using Roth retirement funds can potentially change the tax equation. Buying a business with an IRA: How a Self-Directed IRA can invest in a business without the account owner working in the business. Prohibited transactions: Why working in a business owned by your IRA can create problems. The complexity of ROBS: C corporations, 401(k) plans, reporting requirements, salaries, and ongoing maintenance. Alternative ways to fund a business: Including the potential use of a Solo 401(k) loan. Real-world examples: Including the story of how Peter Thiel used a Self-Directed Roth IRA to invest in PayPal. For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/ Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/ Other : Mat Sorensen: https://matsorensen.com Mark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

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  Episode #11

  Investing in Litigation Finance with Your IRA

  Aug 26, 202627 minS8

  Take control of your retirement strategy. BOOK A FREE CALL with DirectedIRA and learn how to put your IRA to work beyond Wall Street! Download the slide deck here! In this episode of the Directed IRA Podcast, host Mat Sorensen sits down with Kris Kjolberg , Managing Director & Head of Capital Strategy at Pravati Capital, to break down litigation finance—a growing alternative asset class that many investors may not be familiar with. Mat and Kris discuss how litigation finance works, why law firms need access to capital, and how private lenders can step into a space where traditional banks often can’t. Kris explains the difference between financing individual litigation cases and providing portfolio financing to law firms, along with the potential returns, underwriting process, risks, and what investors should understand before considering this type of investment. In This Episode, They Cover: What litigation finance is and how this emerging asset class works The difference between single-case litigation finance and law firm portfolio finance Why traditional banks often cannot lend against law firm receivables and cases The potential 16–24% industry yield range discussed for law firm portfolio financing How litigation finance can provide non-correlated exposure within an alternative investment portfolio How Pravati Capital evaluates law firms and investment opportunities The importance of underwriting, diversification, case duration, and concentration risk Pravati Capital’s experience across 8,000+ transactions and 250+ law firms The risks investors should consider, including extension risk, regulatory risk, and repayment risk How litigation finance can potentially fit into a self-directed IRA What the investment process looks like, including the investor data room and due diligence Accredited investor and qualified purchaser requirements Fund structure, investment minimums, and the track record discussed during the episode To learn more about Pravati Capital go to pravaticapital.com Connect With Kris Kjolberg Email: kris@pravaticapital.com Phone: (623) 521-7343 Disclaimer This podcast and its content are provided for educational and informational purposes only and are not intended to provide investment advice. Nothing discussed in this episode should be considered a recommendation, solicitation, or endorsement to invest in any particular investment, fund, or asset. Investing involves risk, including the potential loss of principal. Viewers and listeners should conduct their own due diligence and consult with qualified financial, legal, and tax professionals before making any investment decisions. Directed IRA does not provide investment advice or recommend specific investments. For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/ Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/ Other : Mat Sorensen: https://matsorensen.com Mark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

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