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What is a Self-Directed IRA? Getting Started episode artwork

Sep 2, 2020 49 min

What is a Self-Directed IRA? Getting Started

from Directed IRA Podcast Hosted by Mark Kohler and Mat Sorensen

Hosts and Tax Lawyers Mat Sorensen and Mark Kohler answer the most common questions about self-directed IRAs (SDIRA) and explain the account set-up and transfer process. They also explain common permissible assets for SDIRAs such as real estate, LLCs, notes, private funds, IRA/LLCs (aka, checkbook IRAs), start-ups, pre-IPO stock. They introduce the rules every investor should know before they self-direct an IRA. Mat and Mark both self-direct their own retirement accounts and co-founded Directed IRA, where they have assisted thousands of clients with their self-directed accounts. Their law firm KKOS Lawyers, has worked with over 10,000 self-directed IRA clients and has two decades of experience. 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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Hosts and Tax Lawyers Mat Sorensen and Mark Kohler answer the most common questions about self-directed IRAs (SDIRA) and explain the account set-up and transfer process. They also explain common permissible assets for SDIRAs such as real estate, LLCs, notes, private funds, IRA/LLCs (aka, checkbook IRAs), start-ups, pre-IPO stock. They introduce the rules every investor should know before they self-direct an IRA. Mat and Mark both self-direct their own retirement accounts and co-founded Direct...

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What is a Self-Directed IRA? Getting Started

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