Key Questions When Self-Directing Your IRA Directed IRA podcast

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Key Questions When Self-Directing Your IRA

2d ago 30:14

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In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler tackle the ten most frequently asked questions they hear from clients, investors, and professionals about self-directed IRAs. Whether you're brand new to self-directing or looking to avoid common missteps, this episode offers clear, practical guidance grounded in real-world scenarios and thousands of consultations.

They cover what your IRA can and cannot invest in, how prohibited transactions work, when to use a checkbook IRA or IRA LLC, how UBIT applies to certain investments, and what type of account is best for your goals. If you've ever wondered whether you’ll pay tax to self-direct, how to fund your account, or whether you're too old or too young to get started, this is the episode for you.

Subscribe to the Directed IRA podcast for more episodes diving deeper into self-directed investing strategies. Visit directedira.com to learn more about taking control of your retirement investments.

Chapters

00:00 – Introduction to Self-Directed IRAs
02:50 – What Can You Invest In?
04:05 – Investment Restrictions and Limitations
06:55 – The Prohibited Transaction Rules
08:40 – Choosing the Right Account Type
12:45 – Checkbook IRAs and IRA LLCs
18:35 – Taxes, Penalties and Common Misconceptions
24:30 – Finding Your Investment Strategy
29:20 – Final Thoughts and Disclaimer

Directed IRA Homepage: https://directedira.com/

Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA

Book a Call: https://directedira.com/appointment/

Other:
Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com

Chapters

1. Introduction to Self-Directed IRAs (00:00:00)

2. What Can You Invest In? (00:02:50)

3. Investment Restrictions and Limitations (00:04:05)

4. The Prohibited Transaction Rules (00:06:55)

5. Choosing the Right Account Type (00:08:40)

6. Checkbook IRAs and IRA LLCs (00:12:45)

7. Taxes, Penalties and Common Misconceptions (00:18:35)

8. Finding Your Investment Strategy (00:24:30)

9. Final Thoughts and Disclaimer (00:29:20)

187 episodes

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