Investing in Private Companies, Funds, and Small business with a Self Directed IRA or solo 401k episode artwork

EPISODE · Mar 17, 2025 · 27 MIN

Investing in Private Companies, Funds, and Small business with a Self Directed IRA or solo 401k

from Directed IRA Podcast · host Mat Sorensen and Mark Kohler

In this episode of the Directed IRA Podcast, Mark and Mat break down how to use your self-directed IRA or 401(k) to invest in private businesses, funds, and startups. We’re not talking about running another business yourself—we’re talking about leveraging your expertise to identify valuable investment opportunities.Most people think investing with an IRA means buying stocks, but what if you could invest in the next big thing before it goes public? Whether it’s a local business you know has potential or a startup in your industry, using insider knowledge (legally!) can be a game-changer.We cover:✅ How investing in private companies differs from public stocks✅ Why broker-dealers don’t allow this—and how self-directed IRAs give you control✅ The risks and rewards of private business investments✅ How a Roth IRA can help you grow wealth tax-free with the right investmentsIf you’re looking for ways to maximize your retirement returns beyond traditional stocks and mutual funds, this episode is for you.Head over to DirectedIRA.com now to start your self directing journey! 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.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

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In this episode of the Directed IRA Podcast, Mark and Mat break down how to use your self-directed IRA or 401(k) to invest in private businesses, funds, and startups. We’re not talking about running another business yourself—we’re talking about leveraging your expertise to identify valuable investment opportunities. Most people think investing with an IRA means buying stocks, but what if you could invest in the next big thing before it goes public? Whether it’s a local business you know has ...

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Investing in Private Companies, Funds, and Small business with a Self Directed IRA or solo 401k

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