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Main Street Business

#583 Strategic Strategies With a 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

🗓️ 1 July 2025

⏱️ 27 minutes

🧾️ Download transcript

Summary

Mark J. Kohler and Mat Sorensen reveal game-changing strategies for transforming your retirement accounts from Wall Street limitations to Main Street opportunities. Discover how to legally invest your IRA or 401(k) in high-potential assets beyond traditional stocks and mutual funds. Maximize Tax-Free Wealth: Learn Roth IRA investment strategies that minimize taxesExplore Alternative Investments: Real estate, crypto, private businesses, and moreGain Checkbook Control: Understand IRA LLC struct...

Transcript

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0:00.0

Welcome to the Main Street Business Podcast with your distinguished hosts, Mark J. Kohler and Matt Sorensen.

0:05.3

Both are best-selling authors and have over 25 years of industry experience with 10,000 client consultations,

0:12.1

making them the leading tax and legal experts in the nation. Together, they'll unpack the most

0:17.0

complex tax, legal, and financial strategies, crucial for saving more, stressing less,

0:22.2

and building generational wealth. Today, they're your personal advisors, ready to break it down

0:28.5

for you and make the tax and legal game easier than ever. Here is Mark and Matt. You may want to

0:34.9

buy gold or silver. You may want to buy crypto. You might want to do real estate. And we never think that, oh, I could be doing this in my IRA or 401k. We want to build wealth, pay the least amount in tax, and even asset protected. When your IRA makes money, particularly your Roth IRA, nothing goes to the IRS. Anything you put in it, you can pull back out, tax-free, penalty-free anytime you want it.

0:58.1

This is not for everyone. I'll say that.

0:59.7

But it's for a lot more people that are currently utilizing it.

1:06.8

Welcome, everyone to the Main Street Business Podcast.

1:09.0

This is Matt Sornson, joined by the incredible Mark J. Kohler, and we're delighted to be with you today talking about strategic strategies with a self-directed IRA.

1:19.0

You've got two tax lawyers here.

1:20.7

We've got the 10,000 hours in the space.

1:23.2

We've been working in this.

1:24.1

We co-founded a trust company that does this.

1:26.2

And we got something we want to share.

1:28.2

Yeah. And there are something we want to share. Yeah.

1:28.4

And there are ways to better invest your money.

1:32.5

And we're not just talking Wall Street.

1:34.8

We're talking about maybe your rental property, your side hustle, your brother's business, a startup down the street.

1:42.3

For those that aren't familiar with this, and we have a

1:44.5

whole other podcast on this topic, we needed to bring it to Main Street today. We needed to talk

...

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