EPISODE · Jun 23, 2025 · 22 MIN
Waking Up Your Retirement Account: What Your 401(k) or Sleepy IRA Could Be Doing for You
from Directed IRA Podcast · host Mat Sorensen and Mark Kohler
Ready to get started? Book a call with one of our IRA specialists!: https://directedira.com/appointment/If you’ve got an old 401(k) or IRA collecting dust, it’s time to take control. In this episode, Mat and Mark explain how to move your account into a self-directed IRA—without triggering taxes or penalties—and why it matters. You’ll learn what you can invest in, from real estate to startups, and how to avoid costly mistakes. Mat and Mark also share real examples and walk you through the steps to get started. Don’t let your retirement account sit idle—put it to work.00:00:10 – Why Your Old 401(k) or Sleepy IRA Needs Attention00:02:04 – Understanding the Power of Self-Directed IRAs00:03:17 – Common Myths and Misconceptions00:04:37 – What You Can Invest In with a Self-Directed IRA00:05:13 – How to Move Your IRA Without Tax or Penalty00:08:50 – Real Investment Examples: Real Estate, Crypto, and More00:17:00 – Prohibited Transactions and Restrictions00:20:32 – How to Get Started with Directed IRAFor questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/Other:Mat Sorensen: https://matsorensen.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com
What this episode covers
Ready to get started? Book a call with one of our IRA specialists!: https://directedira.com/appointment/ If you’ve got an old 401(k) or IRA collecting dust, it’s time to take control. In this episode, Mat and Mark explain how to move your account into a self-directed IRA—without triggering taxes or penalties—and why it matters. You’ll learn what you can invest in, from real estate to startups, and how to avoid costly mistakes. Mat and Mark also share real examples and walk you through the ste...
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Waking Up Your Retirement Account: What Your 401(k) or Sleepy IRA Could Be Doing for You
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