Open Forum Q&A
from Directed IRA Podcast Hosted by Mat Sorensen and Mark Kohler
Self-directed IRAs allow investors to go beyond traditional markets, but using them properly requires understanding the rules, structure, and process involved. In this live session, Directed IRA Vice President of Sales Nate Hare, along with co-host Daniel Tercey, start with a brief overview of how self-directed IRAs work before opening the discussion to a live Q&A. This format gives attendees the opportunity to ask practical questions and get straightforward answers about using retirement accounts to invest in alternative assets. This is not intended to be a deep legal or tax presentation. Instead, the goal is to help investors better understand the fundamentals – what self-directed IRAs allow, how the process works, and what to consider before making your first investment. Whether you’re just beginning to explore self-directed retirement accounts or already investing in real estate, private funds, startups, crypto, precious metals, or other alternative assets, this open forum is a chance to get clarity on the questions many investors encounter along the way. This session is ideal if you’re newer to self-directed investing, exploring alternatives for the first time, or want a clearer understanding of the basics before going deeper. Bring your questions – we’ll handle the fundamentals and point you in the right direction Still have questions? Book a new account call here: https://directedira.com/appointment/ Visit our website: https://directedira.com/ 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
Self-directed IRAs allow investors to go beyond traditional markets, but using them properly requires understanding the rules, structure, and process involved. In this live session, Directed IRA Vice President of Sales Nate Hare, along with co-host Daniel Tercey, start with a brief overview of how self-directed IRAs work before opening the discussion to a live Q&A. This format gives attendees the opportunity to ask practical questions and get straightforward answers about using retireme...
Chapters
- 0:08 Welcome And How To Ask Questions
- 2:51 Summit Details And Live Discounts
- 6:59 Self-Directed IRA Fees Explained Clearly
- 10:17 Checkbook IRA LLC Basics
- 17:22 Real Estate Use Cases For IRA LLCs
- 22:00 Alternative Assets And What’s Allowed
- 24:02 Transfers And How Much To Move
- 30:25 401k Rollovers And Account Limits
- 32:14 Capital Gains Myths And Depreciation
- 36:06 Using Debt Inside Retirement Accounts
- 38:11 Roth Traditional Solo 401k HSA ESA
- 43:16 Roth Conversions Timing And Strategy
- 48:35 Taking Property Out For Personal Use
- 50:58 Conversion Deadlines And Year-End Rules
- 52:27 Final Promos And How To Register
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