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May 29, 2026 29 min

Getting Started with a Self-Directed IRA

from Directed IRA Podcast Hosted by Mat Sorensen and Mark Kohler

To begin investing in real estate, small business, crypto, precious metals, & other alternative assets with a self-directed IRA: https://directedira.com/appointment/ In this episode, I break down self-directed IRAs and how investors can use retirement funds to build wealth beyond traditional stocks and mutual funds. You’ll learn the basics of SDIRAs, the types of alternative assets you can invest in, key IRS rules to avoid costly mistakes, and strategies for using retirement accounts to invest in real estate, private deals, and more. Whether you’re new to self-directed investing or looking to expand your retirement strategy, this episode gives you everything to get started. 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 Lawyers: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

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What this episode covers

To begin investing in real estate, small business, crypto, precious metals, & other alternative assets with a self-directed IRA: https://directedira.com/appointment/ In this episode, I break down self-directed IRAs and how investors can use retirement funds to build wealth beyond traditional stocks and mutual funds. You’ll learn the basics of SDIRAs, the types of alternative assets you can invest in, key IRS rules to avoid costly mistakes, and strategies for using retirement accounts to i...

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Getting Started with a Self-Directed IRA

0:00 29:06

Chapters

  1. 0:00 Your IRA Is Not Stock Only
  2. 1:30 What A Self-Directed IRA Means
  3. 4:51 Why Tax Benefits Drive The Strategy
  4. 6:43 Open And Fund The Account Correctly
  5. 9:24 Keep Money And Paperwork In IRA
  6. 10:13 Prohibited Transactions And Disqualified People
  7. 17:03 Real Estate Example And Common Use Cases
  8. 20:09 Private Funds Lending And Due Diligence
  9. 22:44 Who Self-Directing Fits And Framework
  10. 27:22 Recap Next Steps And Disclaimers

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This episode is 29 minutes long.

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This episode was published on May 29, 2026.

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