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Main Street Business

233: Buying Real Estate with your Self-Directed IRA

Main Street Business

Mark J Kohler and Mat Sorensen

Tax Reform, Entrepreneurship, Business, Irs Updates, Tax Tips, Legal Compliance, Business Structure, Tax Prep, Accounting, Tax Strategies, Management, Financial Reporting, Estate Planning

2.4584 Ratings

🗓️ 16 February 2019

⏱️ 58 minutes

🧾️ Download transcript

Summary

Want to invest your IRA in Real Estate? Mark and Mat break down the basic steps and strategies to self-direct and invest in rental property or raw land. Open up a self-directed IRA account at www.directedira.com. This also includes your 401k, SEP, Roth or HSA. Learn more and sign up for their E-Newsletter at www.refreshyourwealth.com. Grab my eBook 30 Unique Strategies Every Business Owner Should Know! You don't want to miss this! Secure your tickets for the #1 Event For Small Busi...

Transcript

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0:00.0

Broadcasting worldwide on Internet Radio.

0:07.0

Refreshing takes on legal strategies.

0:10.1

Straightforward answers to difficult tax questions.

0:13.2

Independent ideas on building wealth.

0:15.8

It's the Refresh Your Wealth Show with Mark Kohler and Matt Sorensen.

0:19.8

Get your free copy of Mark and Matt's ebooks and sign up for their weekly free newsletter with important tax deadlines and articles at refresh your wealth.com.

0:28.7

Now, here's Mark and Matt.

0:54.1

Yeah. All right, welcome everybody to this week's podcast. I'd like to say live radio show, but that's only once every three weeks where we take live callers. So this was a little sharper, a little crisper. We're here for you. We are with my amazing co-host, Matt Sorensen. Oh, excited to be here today. And today, you know what, we're going to talk about a topic that is kind of my jam. I have to say this is, so I'm a little amped up for today's show. We're going to talk about self-directed IRAs and investing in real estate. So it's kind of a big day for me. I've been waiting for this podcast, Mark. I know. Matt's been bugging. We've got to do a podcast on this. And you know, we're going to keep it real. I just like my partner, how cool he is. This is my jam. we're going to, what'd you say? We're going to get. I don't know. I said I'm amped. That's what it was. Yeah. I mean, that's about my pay grade. You know, I'm a generation X, you know, it's, I'm just not that cool. So yeah, yeah, we're excited. Okay. So everybody that's a new listener, uh, thank you. You may have had this podcast shared with you. You're thinking, what's this all about? We're both attorneys. I am also a CPA, love tax planning. Matt is technically a tax lawyer, specializing in retirement plan, self-directed IRA strategies. We've got a law firm and an accounting firm and a great team that helps clients all over the country. And a self-directed IRA company. That's right. We've got our own. So if you want to self-directed IRA, go to directed IRA.com as the directed IRA. That's right. That's right. Brought to you by directed IRA. That's right. That's right. We got our own trust company where you can roll your IRA immediately and get to work on some of this.

2:21.6

So if this show entices you to take action, I'm going to slow down and say what Matt just

2:26.1

said.

2:26.8

Get over to directed IRA.com.

2:30.0

And that's a great resource.

2:31.2

Our law firm, plenty of content down there and below.

2:34.2

We have a newsletter every week and you can learn more about us at refresh your wealth.com.

2:38.3

Now, with that said, we love to talk about making money, saving taxes, protecting what we've made.

2:46.6

And that's what our show is about every week.

2:48.2

We're doing it 10 years.

2:50.0

And we've got tons of shows in the hopper on iTunes. So go listen to your heart's content. I get little emails once in my, Mark, I've been binge watching your or binge listening to your show on a big long drive across the country. And I'm always so flattered by that and I appreciate everybody. We try to keep it fun, keep it real. So if you think we're dorks, we probably deserve that. But Matt, it's, it's about having fun. It's

3:11.9

edutainment. Yeah. And guys, I mean, we're talking about taxes, legal planning,

3:17.4

asset protection, building your retirement. I mean, it's not the most exciting topic. Let's be

3:22.8

real. But here's why people like it.

3:25.5

It matters in your life.

...

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