Self Directed Mechanics - Transfers & Rollovers

Directed IRA Podcast

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.

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