Self Directed Mechanics - Transfers & Rollovers
from Directed IRA Podcast Hosted by Mat Sorensen and Mark Kohler
In this episode of the Directed IRA Podcast, Mark Kohler and Mat Sorensen break down the key steps to setting up and funding a self-directed retirement account. If you have an existing IRA, 401(k), or another retirement account and you're wondering how to transition into self-directing, this episode is for you. Mark and Mat discuss the importance of understanding what type of retirement account you already have, how to take inventory of your funds, and what options are available for rolling over or transferring assets. They also highlight common mistakes people make when assuming what kind of account they hold—and how to avoid them. Whether you're an investor looking to move into alternative assets like real estate, crypto, or private deals, or just want more control over your retirement funds, this episode lays out the mechanics you need to know. Tune in to get expert insights and actionable steps for taking charge of your financial future with a self-directed IRA. For questions or to learn more about this episode's topic, book a call with Directed IRA today!: https://directedira.com/appointment/ 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
In this episode of the Directed IRA Podcast, Mark Kohler and Mat Sorensen break down the key steps to setting up and funding a self-directed retirement account. If you have an existing IRA, 401(k), or another retirement account and you're wondering how to transition into self-directing, this episode is for you. Mark and Mat discuss the importance of understanding what type of retirement account you already have, how to take inventory of your funds, and what options are available for rolling o...
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