Podcasts about self directed iras

Does your situation require a backdoor roth? KKOS Lawyers can help you evaluate the tax and legal strategy behind your retirement plan, while Directed IRA can help you establish and manage the self directed retirement accounts needed to execute it.Talk with KKOS Lawyers: Book a Free Client Advisor CallLearn more about Self Directed IRAs with Directed IRA: Book a Free Client Account CallReady to Take the Next Step?Work With Mat & Mark's Law FirmGet strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.[Book a Call with KKOS Lawyers]Take Control of Your RetirementWant to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.[Learn More About Directed IRA]Free ResourcesMat Sorensen's Optimal Order of Investing GuideLearn how to prioritize where your money should go and build a smarter investing strategy.[Download the Free Guide]Mark J. Kohler's 30-Point Tax GuideDiscover practical tax strategies and planning opportunities every business owner and investor should know.[Download the Free Guide]Get More From Mat & MarkWatch on YouTubeTax strategies, business planning, investing, asset protection, and more.[Visit the YouTube Channel...

Are you sitting on low-balance Self-Directed IRA funds or sideline capital, looking for reliable double-digit returns without the headaches of traditional landlord hassles? Welcome back to another episode of The Note Closers Show! Today, Scott Carson pulls back the curtain on a brand-new 42-note performing tape straight out of Texas, fresh off the press from a hedge fund servicing pipeline. If you've been wondering how savvy investors generate consistent cash flow in today's real estate market, this breakdown gives you a front-row seat to real-world seller-financed paper. Scott walks you step-by-step through the underlying mechanics, pricing strategies, and yield projections on small-balance single-family homes across the Lone Star State. From analyzing property values, seasoning, and interest rates to navigating vital legal guardrails like Dodd-Frank compliance, RMLO involvement, and third-party servicing, this episode is a masterclass in performing note due diligence. Whether you're looking to pick up a single high-yielding note, build a mini-bulk package of 5 to 10 assets, or leverage arbitrage strategies using other people's money, there is a clear playbook for every skill level. Stop letting your capital gather dust on the sidelines—watch the full breakdown, learn how to run the numbers like a pro, and go take action today! Key Topics & Episode Highlights:Tape Overview & Geographic Distribution: Breaking down 42 performing owner-financed Texas notes spanning markets like Texarkana, Tampa, Abilene, Lubbock, Wichita Falls, and Hebronville. Asset & Balance Metrics: Asset values ranging from $35,000 to $90,000 with underlying interest rates between 10% and 13% on short-term 10- to 20-year paper. Seasoning & Equity Spread: Assessing buyer down payments (2% to 16%), seasoning profiles (1 to 8 months), and unpaid principal balance to fair market value (64% to 98% UPB/FMV). ROI & Yield Analysis: Projected returns offering 12%–16% ROI at 90% UPB bids, and 13%–18% ROI when bidding at 80% UPB. Dodd-Frank & Legal Due Diligence: Ensuring compliance through Registered Mortgage Loan Originators (RMLO) and confirming third-party servicing setup. Capital Sourcing & Arbitrage: How to utilize low-balance SDIRA funds or pay private partners 8%–9% while capturing the yield spread on the backend. Physical Property Inspection: Reviewing property condition, converted SFR setups, metal roofs, recent updates, and local property management dynamics. Transaction Terms & Due Diligence: Navigating the 14- to 21-day due diligence period and understanding broker fee structures. If you are looking for the perfect note to help you get started as a note investor while your lazy assets or SDIRA make a double-digit return, then this is the list to get rocking and rolling with. To make an offer, just reach out to Scott Carson at the info below!Connect & Take Action:Book a Strategy Call: talkwithscottcarson.comAccess Full Tapes & WCN Membership: noteumbrella.comUpcoming Classes & Workshops: notebuyingfordummies.comEmail Scott Directly: scott@weclosenotes.comWatch the Original VIDEO HERE!Book a Call With Scott HERE!Sign up for the next FREE One-Day Note Class HERE!Sign up for the WCN Membership HERE!Sign up for the next Note Buying For Dummies Workshop HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

You may already know someone who could fund your next deal. Jay Conner breaks down his five-step approach to raising private money through relationships you already have. He explains how to introduce the opportunity and build interest without making an awkward ask. It starts with lining up the money before you need it. KEY TALKING POINTS:0:00 - Raise Money Without Asking0:51 - Who Is a Private Lender1:44 - You Make the Rules2:56 - Not a JV, Hard Money, or Bank4:30 - Mindset and Protecting Lenders5:32 - When to Use Private Money7:19 - Deal or Money First12:05 - Final Mindset and Protections13:38 - Closing Documents14:05 - Outro LINKS:Instagram: Jay Connerhttps://www.instagram.com/privatemoneyauthority/ Website: Jay Connerhttps://www.jayconner.com/ Instagram: David Leckohttps://www.instagram.com/dlecko Website: DealMachinehttps://www.dealmachine.com/pod Instagram: Ryan Haywoodhttps://www.instagram.com/heritage_home_investments Website: Heritage Home Investmentshttps://www.heritagehomeinvestments.com/

If you're ready to invest in venture or a startup with your IRA, book a call with Directed IRA today to learn more!: https://directedira.com/appointment/Tell USVC about your situation and their team will follow up individually with the right path: https://usvc.com/iraIn this special episode of the Directed IRA Podcast, host Mat Sorensen, CEO of Directed IRA, sits down with Ankur Nagpal, General Partner at USVC by AngelList Asset Management and founder of Carry, to discuss venture capital, startup investing, and how retirement accounts can provide access to private-market opportunities.Venture capital and investing in private companies have traditionally been difficult for individual investors to access. In this conversation, Mat and Ankur explore how that landscape is changing and what investors should understand before using retirement dollars to invest in venture capital and startups.Mat explains how Self-Directed IRAs can be used to access private-market investments and the key IRA rules investors need to understand. Ankur shares his perspective as a venture investor and discusses how USVC and AngelList are working to expand access to venture capital.In this episode, they cover:How Self-Directed IRAs can invest in venture capital, startups, and private companiesHow investing in private markets through an IRA worksWhy venture capital has historically been difficult for individual investors to accessHow USVC and AngelList are expanding access to venture investingWhat investors should consider when evaluating venture and startup opportunitiesKey IRA rules to understand before investing retirement dollars in private companiesThe potential benefits of holding high-growth private investments in Traditional and Roth accountsHow venture capital can fit into a broader alternative investment strategyWhether you're interested in startups, venture capital, or alternative investments, this episode provides a closer look at how retirement accounts can be used to participate in private markets.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.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

Ready to put your Roth conversion strategy into action? KKOS Lawyers can help you evaluate the tax and legal strategy behind your retirement plan, while Directed IRA can help you establish and manage the self directed retirement accounts needed to execute it.Talk with KKOS Lawyers: Book a Free Client Advisor CallLearn more about Self Directed IRAs with Directed IRA: Book a Free Client Account CallReady to Take the Next Step?Work With Mat & Mark's Law FirmGet strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.[Book a Call with KKOS Lawyers]Take Control of Your RetirementWant to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.[Learn More About Directed IRA]Free ResourcesMat Sorensen's Optimal Order of Investing GuideLearn how to prioritize where your money should go and build a smarter investing strategy.[Download the Free Guide]Mark J. Kohler's 30-Point Tax GuideDiscover practical tax strategies and planning opportunities every business owner and investor should know.[Download the Free Guide]Get More From Mat & MarkWatch on YouTubeTax strategies, business planning, investing, asset protection, and more.[Visit the YouTube Channel...

Most lenders underwrite the property. Will Harvey underwrites the person — and it's the reason he's funded 45+ loans without a single dollar of principal loss.Will is the Founder and CEO of Harvey Capital, a private credit fund based in Richmond, VA that issues first-lien hard money loans in Central Virginia. Before building Harvey Capital, he sat on the borrower's side of the table as a GP and LP in private syndications, which is exactly why his approach flips the industry standard on its head: know the borrower well enough, and protecting principal stops being a guessing game.In this episode, Will lays out the contrarian beliefs that guide every deal he does; why diversification can actually hide bad underwriting, why the tenth loan to a proven borrower beats the first loan to a stranger, and why high yield was never the real risk in private lending, bad underwriting always was. We get into his conservative approach to leverage, why he caps loans well below full ARV, and why he puts his own money into every deal he funds. We also talk about how accredited investors, including those using Self-Directed IRAs, can access secured real estate income without chasing yield or taking on the risk most people assume comes with it.If you've ever wondered how private lending actually works, or whether there's a way to earn strong, secured returns without gambling on the next hot market, this conversation lays out a real, disciplined framework for doing exactly that.In this episode:Why Will built Harvey Capital around underwriting the borrower, not just the propertyThe case against diversification: how it can mask weak underwritingWhy high yield isn't the risk, bad underwriting isHarvey Capital's track record: 45+ loans funded, 0 principal losses, 70% max ARV LTVHow accredited investors can earn secured income through SDIRAsWill's non-negotiables: conservative leverage, never overpaying, and always having skin in the game Download our new AI Rental Property Calculator Book your mentorship discovery call with Cory RESOURCESGet business funding - Revenued.com/juice

If you're ready to explore investing your retirement savings outside of traditional Wall Street investments, a Self-Directed IRA may be an option worth considering.Ready to open a Self-Directed IRA? Book a call with my team at Directed IRA to get started and explore your options.In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down the ROBS (Rollover as Business Startups) strategy and compare it to using a Self-Directed IRA to invest in a business. With so much misinformation circulating online and on social media, we're separating the facts from the hype and explaining how these strategies actually work.We discuss why ROBS can make sense for someone who wants to use their retirement funds to buy a business or franchise and work in that business, while also breaking down the complexity, tax implications, compliance requirements, and ongoing costs that come with the structure.In This Episode, We Cover:What is a ROBS? How the strategy allows retirement funds to invest in a business you intend to operate.ROBS vs. Self-Directed IRA: The key differences and when each strategy may make sense.The tax implications: Why the tax outcome of a traditional ROBS structure may not be as attractive as it sounds.Roth strategies: How using Roth retirement funds can potentially change the tax equation.Buying a business with an IRA: How a Self-Directed IRA can invest in a business without the account owner working in the business.Prohibited transactions: Why working in a business owned by your IRA can create problems.The complexity of ROBS: C corporations, 401(k) plans, reporting requirements, salaries, and ongoing maintenance.Alternative ways to fund a business: Including the potential use of a Solo 401(k) loan.Real-world examples: Including the story of how Peter Thiel used a Self-Directed Roth IRA to invest in PayPal.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.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

This episode is sponsored by…NCH:Set up an LLC to protect your investments! – https://nchinc.com/rtrBLUPRINT HOME LOANS:Get pre-approved with one of RTR's preferred lenders at - https://bluprinthomeloans.com/renttoretirement/ What if your retirement account could invest in real estate instead of being limited to traditional stocks and funds?In this episode of the Rent To Retirement Podcast, host Matthew Seyoum explores how self-directed retirement accounts can give investors greater control over where their retirement capital is deployed. The conversation covers Self-Directed IRAs, Solo 401(k)s, checkbook control, rental property investing, Roth strategies, prohibited transactions, and more.You'll also learn an important distinction many investors misunderstand: when retirement funds purchase real estate, the retirement plan owns the property, receives the rental income, and pays the associated expenses rather than the individual investor personally.⏱️ Episode Highlights0:08 – Introduction & real estate investing background5:56 – What Sense Financial does6:20 – Checkbook IRA & Solo 401(k) explained7:38 – Investing retirement funds into real estate9:08 – How a retirement account actually buys property11:22 – Prohibited transactions & disqualified parties13:12 – Solo 401(k) requirements and contribution strategies14:06 – Mega Backdoor Roth strategy15:11 – Roth conversions using real estate17:04 – Finding the right experts to implement your strategy18:20 – The danger of leaving retirement capital sitting idle19:03 – Investing in what you know and understand20:39 – Why it may not be too late to start investingThe episode also discusses how self-direction can allow investors to allocate retirement capital toward investments they understand and control, including rental properties, private lending, syndications, and other permitted alternative assets.

This episode is sponsored by…NCH:Set up an LLC to protect your investments! – https://nchinc.com/rtrBLUPRINT HOME LOANS:Get pre-approved with one of RTR's preferred lenders at - https://bluprinthomeloans.com/renttoretirement/ What if your retirement account could invest in real estate instead of being limited to traditional stocks and funds?In this episode of the Rent To Retirement Podcast, host Matthew Seyoum explores how self-directed retirement accounts can give investors greater control over where their retirement capital is deployed. The conversation covers Self-Directed IRAs, Solo 401(k)s, checkbook control, rental property investing, Roth strategies, prohibited transactions, and more.You'll also learn an important distinction many investors misunderstand: when retirement funds purchase real estate, the retirement plan owns the property, receives the rental income, and pays the associated expenses rather than the individual investor personally.⏱️ Episode Highlights0:08 – Introduction & real estate investing background5:56 – What Sense Financial does6:20 – Checkbook IRA & Solo 401(k) explained7:38 – Investing retirement funds into real estate9:08 – How a retirement account actually buys property11:22 – Prohibited transactions & disqualified parties13:12 – Solo 401(k) requirements and contribution strategies14:06 – Mega Backdoor Roth strategy15:11 – Roth conversions using real estate17:04 – Finding the right experts to implement your strategy18:20 – The danger of leaving retirement capital sitting idle19:03 – Investing in what you know and understand20:39 – Why it may not be too late to start investingThe episode also discusses how self-direction can allow investors to allocate retirement capital toward investments they understand and control, including rental properties, private lending, syndications, and other permitted alternative assets.

Tired of paying more to the IRS on your investment gains? A self-directed IRA can help you take advantage of tax-advantaged investing while giving you more control over where your retirement dollars go. Book a free 15-minute call with Directed IRA to learn more and get started In this episode of the Directed IRA Podcast, Mark and Mat Sorensen break down the Rule of 72 and explain how investors can use this simple calculation to understand the power of compounding and the time it can take for an investment to double.The conversation explores how rate of return, taxes, fees, and the type of investment account can significantly impact long-term wealth. Mat and Mark use real-world examples to compare different rates of return and demonstrate how even seemingly small differences can create substantial gaps in portfolio growth over time.They also discuss how self-directed IRAs can give investors greater flexibility to choose from a broader range of investments, including real estate, private lending, private funds, precious metals, cryptocurrency, and other alternative assets. The episode highlights the importance of considering not only potential returns, but also tax efficiency and investment costs when evaluating long-term strategies.In this episode, they discuss:How the Rule of 72 estimates the time it takes for an investment to doubleWhy compounding can have such a significant impact on long-term wealthHow different rates of return can change the trajectory of an investmentThe potential impact of taxes and fees on investment growthWhy tax-advantaged accounts can help reduce the impact of taxes on investment returnsHow self-directed IRAs provide the flexibility to invest beyond traditional Wall Street assetsThe importance of evaluating investment opportunities based on long-term growth rather than short-term performanceThe episode ultimately focuses on a simple question for investors: How can their money work harder for them over the long term?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.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

ne of the greatest advantages of a Self-Directed IRA or Solo 401(k) is the ability to invest in real estate. But what happens when your retirement account doesn't have enough cash to purchase a property outright? That's where non-recourse financing comes in.While many retirement investors have heard the term, few fully understand how non-recourse loans work, why they're required for retirement accounts, or how they can be used to leverage investment opportunities while staying compliant with IRS rules.To help answer those questions, I'm excited to be joined today by Avram Shabanyan, Vice President of Solera National Bank, one of the nation's leading lenders specializing in non-recourse financing for Self-Directed IRAs and Solo 401(k)s. Avram has helped retirement investors across the country finance investment properties and has a wealth of experience navigating the unique lending requirements that apply to retirement accounts.In today's conversation, we'll discuss what makes a loan "non-recourse," how these loans differ from traditional mortgages, the types of properties that qualify, current lending trends, underwriting expectations, and the common mistakes investors should avoid. We'll also touch on important considerations such as Unrelated Debt-Financed Income (UDFI) and how investors can prepare their retirement accounts for a successful financing transaction.Whether you're considering your very first retirement real estate investment or you're looking to grow an existing portfolio, this episode will provide practical insights to help you better understand one of the most powerful—and often misunderstood—tools available to Self-Directed IRA and Solo 401(k) investors.So let's get started. Please join me in welcoming Avram Shabanyan from Solera National Bank.

There is over $33 trillion sitting in U.S. retirement accounts, yet millions of Americans leave their financial futures entirely in the hands of Wall Street. In this episode, Kris Krohn sits down with attorney and self-directed IRA expert Mat Sorensen to discuss how you can take total control of your retirement funds. Learn how to leverage self-directed IRAs and 401(k)s to build tax-free wealth through real estate and alternative investments, avoid costly legal mistakes, and stop settling for mediocre returns.

When I ask someone..."What does your IRA own?"The answer is almost always..."Mutual funds.""Stocks.""Maybe a few ETFs."And there's absolutely nothing wrong with that.But today...I want to expand your thinking.Because for the right investor...A properly structured Self-Directed IRA may allow investments that many people never knew were possible.Now...Just because you CAN...Doesn't mean you SHOULD.Every investment carries risk.But today isn't about telling you what to buy.It's about helping you understand what's possible.

Looking to take more control of your retirement investments? Directed IRA helps investors diversify beyond traditional stocks and mutual funds by investing retirement funds into alternative assets like real estate, private funds, private lending, startups, crypto, and more. Schedule a call to get started: https://directedira.com/appointment/We've also published a detailed breakdown of the proposed legislation and what it could mean for self-directed IRA investors:https://directedira.com/new-legislation-targeting-self-directed-iras/Self-directed IRAs have helped investors build wealth by investing in alternative assets like real estate, private companies, private lending, crypto, and more. Now, a newly proposed bill in Washington, D.C. has sparked concerns about the future of retirement accounts.In this video, we break down the proposed legislation, why it was introduced, who it targets, and what it could mean for self-directed IRA investors. We also discuss what the proposal does not change, including the ability to continue self-directing your retirement account under current law.Whether you're already investing with a self-directed IRA or just exploring your options, this episode will help you understand the facts behind the headlines and what to watch as the proposal moves through Congress.In this video, you'll learn:• What the proposed legislation aims to change• Who could be affected by the bill• Why retirement accounts over $10 million are being targeted• What remains unchanged for most self-directed IRA investors• What to keep an eye on as the proposal developsFollow for more education on self-directed IRAs, alternative investments, and retirement strategies to help you invest with confidence.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.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

Have you ever wondered what truly drives someone to leap from curiosity about startups into the realm of angel investing—and what mindset shifts are crucial along the way? This episode of The Angel Next Door Podcast opens with that very question, as we explore the often untold personal and financial journeys that lie behind the checks investors write, and the ambitions founders chase. Our guest, Christa Downey, brings a unique lens as both an active angel investor and a leadership coach grounded in the vibrant startup ecosystem of Ithaca, New York. Christa Downey shares her path from engaging with the Cornell entrepreneurship community to backing mission-driven companies, investing alongside platforms like Chloe Capital and The Fourth Effect, and leveraging alternative vehicles such as self-directed IRAs to build wealth with purpose. Her commitment to fostering both financial returns and meaningful impact defines her approach and investments. In this conversation, Christa Downey dives into practical strategies for diversification, the pivotal role of money mindset for both founders and investors, and the often-overlooked emotional aspects of entrepreneurship—including navigating hard money conversations, founder agreements, and the difficult transition from founder to CEO. Listeners will gain concrete insights on angel investing, alternative wealth-building tools, and how intentional financial choices shape both companies and their leaders. This episode is a must-listen for anyone interested in reimagining their relationship with money, understanding the nuts and bolts of early-stage investing, and supporting the creation of a more inclusive, impactful startup culture.   To get the latest from Christa Downey, you can follow her below! https://www.linkedin.com/in/christabdowney/   Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing! Website: www.marciadawood.com Learn more about the documentary Show Her the Money: www.showherthemoneymovie.com And don't forget to follow us wherever you are! Apple Podcasts: https://pod.link/1586445642.apple Spotify: https://pod.link/1586445642.spotify LinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/ Instagram: https://www.instagram.com/theangelnextdoorpodcast/ TikTok: https://www.tiktok.com/@marciadawood

Ever wanted to pull a six-figure profit out of a property without ever swinging a hammer, dealing with a tenant, or managing a single contractor? Welcome to the lucrative world of Texas reverse mortgage note investing. In this episode of 50 Note Deals in 50 Days, host Scott Carson breaks down a fascinating, real-time case study on a Texas reverse mortgage (HECM) foreclosure deal currently sitting on his desk. Scott walks you step-by-step through a non-performing loan on a vacant, highly equity-rich property in Wichita Falls, Texas. You will learn how buying the debt—instead of the physical real estate—allows you to structure a deal that can yield a massive 80% annualized ROI in a fast foreclosure state like Texas, or convert into an REO with a potential $113,000+ net profit. Whether you want to invest your own capital or learn how to leverage OPM (Other People's Money) using Self-Directed IRAs for infinite returns, this episode lays out the exact underwriting, numbers, and exit strategies you need to know.

Tired of skinny profit margins, fighting over overpriced retail listings, and dealing with the constant headaches of being a landlord? Welcome to the ultimate real estate loophole: Note Arbitrage. In this episode, seasoned real estate investor Scott Carson breaks down a powerful, real-world case study from his "50 Note Deals in 50 Days" series. You will discover how to acquire a prime, owner-occupied performing mortgage note in San Antonio, Texas, and structure it to generate an infinite rate of return using Other People's Money (OPM). Scott walks you step-by-step through the exact math, showing you how to buy bank debt at a discount, pay a passive investor a strong 8% return, and pocket the difference in pure, monthly cash flow without ever fixing a toilet, chasing a tenant, or swinging a hammer. Whether you want to supercharge your Self-Directed IRA or learn how to act as the bank instead of the landlord, this masterclass shows you exactly how to scale a wealth-building portfolio with zero of your own capital out of pocket.

⚡ Flipping the Lender: How to Arbitrage Non-Performing Hard Money Notes for 42%+ Quick PaydaysWelcome back to the 50 Note Deals in 50 Days case study series! In this episode, Scott Carson—"The Note Guy"—uncovers an extraordinary, under-the-radar sector of the distressed debt market: buying non-performing hard money loans directly from institutional portfolios at massive discounts. When a fund broker dropped a list of 29 nationwide hard money defaults on his desk, Scott immediately hopped in his car to personally audit an incredible investment opportunity sitting right in the West Side of San Antonio, Texas. If you are a real estate investor who wants to learn how to transition from a traditional fix-and-flipper to an institutional "Lien Lord," this breakdown reveals the exact blueprint to intercepting foreclosure files. Discover the exact math behind snapping up a $150,500 legal unpaid balance for just $105,000, and how you can manipulate DSCR cash-out refinancing guidelines to print tax-free private wealth without ever lifting a hammer! Let's get into the data.

Welcome back to the 50 Deals for 50 Days breakdown series! In this episode, Scott Carson—"The Note Guy"—takes us out to the far Western edge of the Lone Star State to dissect an incredibly lucrative, low-risk, performing first-lien mortgage note in El Paso, Texas. If you have been searching for a reliable, "base hit" cash flow deal that requires zero heavy lifting, minimal upfront capital, and sits protected by an immense six-figure equity cushion, this analysis maps out your ideal game plan. Scott deep dives into the financials of a rock-solid, owner-occupied bungalow where the elderly borrowers have been paying perfectly on time for over five and a half years straight since their post-COVID modification. You'll see the exact step-by-step numbers behind picking up this $58,000 legal balance asset at a deep discount for just $48,000, turning it into an immediate 11.25% net passive ROI, and leveraging an advanced cash-out refinance strategy to skyrocket your short-term yields up to a massive 32%!

Using retirement accounts to build wealth doesn't have to mean handing everything over to Wall Street and hoping for the best. If you have an IRA or an old 401(k), you may be sitting on capital that could be used more strategically, buying real estate, holding precious metals, funding private deals, or even acting as the bank on a loan, all with powerful tax advantages. Today's guest, Kaaren Hall of uDirect IRA Services, has helped investors self-direct over $1.3 billion in retirement assets, and literally wrote the book on it: The BiggerPockets Guide to Self-Directed IRA Investing. In this episode of Marketer of the Day, Kaaren breaks down what self-directed IRAs are, how they work, and why most account holders have never been told this is even an option, despite being IRS-approved for over 50 years. She explains how entrepreneurs and professionals can roll over old 401(k)s and IRAs into self-directed accounts and use them to invest in rental properties, multifamily syndications, private placements, promissory notes, cryptocurrency, and precious metals. If you've ever found a great deal but thought, “I don't have enough cash to get into this,” Kaaren shows how your retirement money might be the funding source you're missing. Kaaren also walks through the rules and risks that come with this freedom. She explains prohibited transactions, who counts as a “disallowed person” (like you, your spouse, parents, and kids), and why self-directed IRAs are really a “game of keep away," keeping today's personal benefit off the table so your retirement account retains its tax advantages. She shares practical due diligence tips, including using AI tools to scan contracts, highlight potential pitfalls, and prepare better questions before you involve an attorney. Beyond the mechanics, Kaaren tells her personal story, from a divorced mom with a zero net worth and a mortgage to a CEO with multiple income streams, including a business, rental properties, whole life insurance with cash value, and robust retirement plans. She emphasizes micro-contributions, small consistent actions, and the power of compound interest over time. Inspired by Tony Robbins' principle of “massive action,” she encourages listeners to stop waiting for perfect timing and start taking real steps toward financial independence right now. https://youtu.be/PsaYh309uOM?si=GbwRUgnFggV2VZom If you're a business owner, entrepreneur, or professional who wants more control over your retirement money, more diversified, tax-advantaged investments, and a clearer path to a high-quality life after work, this episode will expand your thinking. You'll discover what's really possible with self-directed IRAs, how to protect yourself by knowing the rules, and how to take the first actionable step toward a more empowered retirement strategy. Quotes: “Your IRA should never give you personal benefit today; it's all about later. Retirement accounts are designed so future-you can live well.” “If you want something, don't just do one thing, take massive action. Do everything you can think of toward that goal to make it happen.” “It's not so much about what you can do with your IRA, it's about what you can't do, and once you understand those rules, the possibilities really open up.” Contact Details: Schedule your Free Consultation or Open your Account Today with uDirect IRA Services Follow uDirect IRA on Facebook and Take the First Step Toward Smarter Retirement Investing Connect with Kaaren Hall on LinkedIn Follow uDirect IRA on X Subscribe to uDirect IRA on YouTube for Expert Guidance on Self-Directed IRAs Follow uDirect IRA Services on Instagram for Expert Tips on Self-Directed IRAs Grab a Copy of Self-Directed IRA Investing: A BiggerPockets Guide on Amazon

Welcome back to the Marketing for Money podcast series! In this special mid-series strategy episode, Scott Carson—"The Note Guy"—steps away from standard deal-scouting to drop an absolute masterclass on a highly specialized, private capital-raising recipe. If you've ever felt stuck chasing real estate funding using the same old "shotgun approach"—like sending cold yellow letters or door-knocking—this tactical blueprint is about to turn your private money sourcing completely on its head. Scott pulls back the curtain on how to extract a goldmine of hyper-targeted leads using public county records to find investors who have literally just had their investment cash returned to their Self-Directed IRAs. When a private lender's mortgage is paid off or satisfied, that capital sits idle earning zero percent—meaning that money is officially "burning a hole in their pocket" and they are actively looking to deploy it into their next big deal. Grab your pen and paper, log into your local county portal, and learn exactly how to stop hunting for capital in the dark and start shooting fish in a barrel!

Welcome back to the Marketing for Money podcast series! In this special mid-series strategy episode, Scott Carson—"The Note Guy"—steps away from standard deal-scouting to drop an absolute masterclass on a highly specialized, private capital-raising recipe. If you've ever felt stuck chasing real estate funding using the same old "shotgun approach"—like sending cold yellow letters or door-knocking—this tactical blueprint is about to turn your private money sourcing completely on its head. Scott pulls back the curtain on how to extract a goldmine of hyper-targeted leads using public county records to find investors who have literally just had their investment cash returned to their Self-Directed IRAs. When a private lender's mortgage is paid off or satisfied, that capital sits idle earning zero percent—meaning that money is officially "burning a hole in their pocket" and they are actively looking to deploy it into their next big deal. Grab your pen and paper, log into your local county portal, and learn exactly how to stop hunting for capital in the dark and start shooting fish in a barrel!

The macroeconomic landscape is shifting, but Arizona continues to prove its economic resilience. On this episode, the Neighborhood Ventures team covers three critical market trends and strategic investor tools: The Water Swap Solution: The truth behind Arizona's perceived water crisis and how an innovative desalination exchange with San Diego keeps future developments on track. #3 in the Nation for Jobs: Why the Phoenix metro area is outperforming national trends in job growth and what that means for upcoming apartment renter demand. The $19 Trillion Sideline: How to look past volatile stock markets and transition passive retirement funds into tangible real estate assets using a Self-Directed IRA.

What if your biggest edge isn't what you buy, but where you hold it? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Henry Yoshida, CFP®, Rocket Dollar CEO & Co-Founder, who shares how his earlier exit from a robo-advisor to Goldman Sachs and years as an advisor led to a digital platform for self-directed IRAs that hold private and alternative assets. Starting his career at Merrill Lynch during the dot-com bust, he built deep expertise in retirement and now oversees a trust company with roughly $12B in alternatives and 9,000+ registered investments. Yoshida explains why asset location can outperform asset selection and why retail access to private markets is set to grow. Key Takeaways: → How Rocket Dollar provides infrastructure while investors source their own deals. → How Rocket Dollar doesn't manufacture or recommend investments. → Why asset location is crucial. → Why innovation is critical as incumbents eye alternatives. Henry Yoshida, CFP®, is the CEO and Co-Founder of Rocket Dollar. He was previously the founder of venture capital-backed Robo-advisor retirement plan platform Honest Dollar (acquired by Goldman Sachs in 2016), the founder of MY Group LLC (acquired by Captrust), and spent 10 years at Merrill Lynch. Henry is also a Certified Financial Planner and has brought multiple innovative products and methodologies to the market. Yoshida graduated from the University of Texas at Austin and holds an MBA from Cornell University. He lives in Austin with his two daughters. Connect With Henry: Website: https://www.rocketdollar.com/ https://bit.ly/4nKw0WT Instagram: https://www.instagram.com/fitfinancehenry/ LinkedIn: https://www.linkedin.com/in/henryyoshida/ Learn more about your ad choices. Visit megaphone.fm/adchoices

What if your biggest edge isn't what you buy, but where you hold it? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Henry Yoshida, CFP®, Rocket Dollar CEO & Co-Founder, who shares how his earlier exit from a robo-advisor to Goldman Sachs and years as an advisor led to a digital platform for self-directed IRAs that hold private and alternative assets. Starting his career at Merrill Lynch during the dot-com bust, he built deep expertise in retirement and now oversees a trust company with roughly $12B in alternatives and 9,000+ registered investments. Yoshida explains why asset location can outperform asset selection and why retail access to private markets is set to grow. Key Takeaways: → How Rocket Dollar provides infrastructure while investors source their own deals. → How Rocket Dollar doesn't manufacture or recommend investments. → Why asset location is crucial. → Why innovation is critical as incumbents eye alternatives. Henry Yoshida, CFP®, is the CEO and Co-Founder of Rocket Dollar. He was previously the founder of venture capital-backed Robo-advisor retirement plan platform Honest Dollar (acquired by Goldman Sachs in 2016), the founder of MY Group LLC (acquired by Captrust), and spent 10 years at Merrill Lynch. Henry is also a Certified Financial Planner and has brought multiple innovative products and methodologies to the market. Yoshida graduated from the University of Texas at Austin and holds an MBA from Cornell University. He lives in Austin with his two daughters. Connect With Henry: Website: https://www.rocketdollar.com/ https://bit.ly/4nKw0WT Instagram: https://www.instagram.com/fitfinancehenry/ LinkedIn: https://www.linkedin.com/in/henryyoshida/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Thinking about investing in a mortgage note fund but not sure where to start?In this episode of the Paperstac Podcast, Brett Burky sits down with TJ Osterman to break down the most important factors investors should consider when evaluating a mortgage note fund. Whether you're a seasoned investor looking to diversify your portfolio or someone searching for passive income opportunities outside of traditional stocks and bonds, this episode will help you understand what separates a quality fund from one you should avoid.Mortgage note funds have become increasingly popular among investors seeking passive cash flow, real estate-backed investments, portfolio diversification, and exposure to alternative assets. But how do you know which fund is right for you? What questions should you ask? What red flags should you watch for? And how can you evaluate a fund manager before wiring your hard-earned capital?TJ Osterman and Brett Burky walk through the key components of fund evaluation, including:✅ What is a mortgage note fund?✅ How mortgage note funds generate returns✅ What makes a great fund operator✅ How to evaluate a fund manager's track record✅ The importance of transparency and reporting✅ Risk management strategies used by successful funds✅ Questions every passive investor should ask✅ Common mistakes investors make when selecting a fund✅ Red flags that may indicate potential problems✅ How to align your investment goals with the right fund structureIn addition to the discussion with TJ, this episode features interviews and insights from several respected mortgage note fund operators, including:• Earnest Fund• 7e Fund• Integrity FundThese fund managers share their perspectives on investing, portfolio management, risk mitigation, investor communication, and what they believe sets successful mortgage note funds apart from the competition.If you've ever wondered:How do mortgage note funds work?What are the risks of investing in a note fund?How do I compare different mortgage note funds?Should I invest in a fund or buy notes myself?What returns should I expect from a mortgage note fund?What questions should I ask before investing?This episode was created to help answer those questions and provide practical guidance from experienced operators actively managing investor capital.Topics Covered:Mortgage Note FundsNote InvestingPassive IncomeAlternative InvestmentsReal Estate InvestingDistressed DebtSeller FinancingPrivate LendingInvestment FundsCash Flow InvestingWealth BuildingFund ManagementDue DiligenceInvestor RelationsPortfolio DiversificationMortgage NotesSelf-Directed IRA InvestingRetirement InvestingReal Estate NotesPassive Investing StrategiesWhether you're looking to invest through a Self-Directed IRA, diversify your investment portfolio, create passive income, or learn more about mortgage note investing, this episode provides valuable insights from experienced fund managers and industry professionals.

In this insightful interview, Michael Smith shares his journey from investment banking to creating an alternative education platform focused on private equity, real estate, and wealth-building strategies rooted in faith and clarity. Discover frameworks like the Dominion Framework, the importance of stewardship, and practical investment tips to elevate your financial game.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Mark Khuri, CEO and co-founder of SMK Capital Management, joins Alternative Investing Advantage host Alex Perny to break down two niche real estate strategies built for passive investors: mobile home park investing and industrial sale leasebacks.Key Points:- Mobile home parks have a structural supply moat driven by zoning restrictions- Tenant ownership models reduce expenses and improve occupancy stability- Industrial sale leasebacks generate predictable, long-term cash flow- Triple net leases protect investors from rising expenses and inflation- Portfolio diversification across tenants and industries limits single-tenant risk- Environmental phase one reports are a critical step in industrial underwriting- Value-add plays in industrial include outdoor storage, power upgrades, and expansionChapters:0:00 Introduction2:42 From single-family to commercial real estate5:49 Using a self-directed IRA to diversify into new sectors9:36 Mobile home park investing: supply scarcity and long-term demand20:23 Installment contracts and converting tenants to homeowners31:52 Ancillary income: submetering, Wi-Fi bundling, and more39:48 Introduction to industrial sale leasebacks49:16 Vetting tenants and managing industrial risk55:22 Environmental due diligence and deal-breakers1:01:16 Value-add opportunities in industrial real estate1:05:34 Industrial outdoor storage as an ancillary playSubscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.Learn more about our guest, Mark Khuri: https://smkcap.comLearn more about Advanta IRA:https://www.AdvantaIRA.com/https://podcasters.spotify.com/pod/show/advanta-irahttps://www.linkedin.com/company/Advanta-IRA/https://twitter.com/AdvantaIRAhttps://www.facebook.com/AdvantaIRA/https://www.instagram.com/AdvantaIRA/#MobileHomeParkInvesting #SaleLeasebackRealEstate #PassiveRealEstateInvesting

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3588: Courtney Luke explains how a self-directed IRA can open the door to real estate investing while providing valuable tax advantages and portfolio diversification. Learn the key rules, funding requirements, property options, potential tax implications, and common pitfalls so you can make more informed decisions about using retirement funds to build long-term wealth. Read along with the original article(s) here: https://arrestyourdebt.com/buy-real-estate-with-a-self-directed-ira/ Quotes to ponder: "Self-directed IRAs offer more investment flexibility than traditional IRAs, allowing you to potentially reap greater returns while taking advantage of tax advantages and diversification." "Remember that all assets must be for the exclusive benefit of your retirement account and cannot involve any personal use." "Investing in real estate through a self-directed IRA can be an advantageous approach to amplifying one's retirement funds while taking advantage of the related tax advantages." Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3588: Courtney Luke explains how a self-directed IRA can open the door to real estate investing while providing valuable tax advantages and portfolio diversification. Learn the key rules, funding requirements, property options, potential tax implications, and common pitfalls so you can make more informed decisions about using retirement funds to build long-term wealth. Read along with the original article(s) here: https://arrestyourdebt.com/buy-real-estate-with-a-self-directed-ira/ Quotes to ponder: "Self-directed IRAs offer more investment flexibility than traditional IRAs, allowing you to potentially reap greater returns while taking advantage of tax advantages and diversification." "Remember that all assets must be for the exclusive benefit of your retirement account and cannot involve any personal use." "Investing in real estate through a self-directed IRA can be an advantageous approach to amplifying one's retirement funds while taking advantage of the related tax advantages." Learn more about your ad choices. Visit megaphone.fm/adchoices

What if abundance has less to do with what you own and more to do with how you feel about your life?Joel Landon joins Amy Sylvis for a conversation about abundance, community, relationships, and the mindset shifts that come with experience. As a husband, father of four daughters, and professional in the self-directed IRA industry, Joel shares how his definition of abundance evolved from pursuing possessions and external markers of success to prioritizing family, personal growth, and connection to a higher purpose.The conversation also explores the role money plays in creating options, the value of community in helping people navigate life's challenges, and how self-directed retirement accounts can open the door to alternative investments like real estate, private businesses, precious metals, and more. Whether you're rethinking what abundance means in your own life or curious about expanding your investment options, this episode offers both practical insights and thoughtful perspective.Connect with Joel Landon:https://www.heritageira.com/https://www.linkedin.com/company/heritageirahttps://www.facebook.com/p/Heritage-IRA-61572336742537/joel@heritageira.comConnect with Amy Sylvis:https://www.linkedin.com/in/amysylvis/Contact Us:https://www.sylviscapital.comhttps://www.sylviscapital.com/webinarinfo@sylviscapital.com00:00 – What Abundance Really Means to Joel06:08 – How Joel's Definition of Success Changed11:15 – Why Community Matters More Than Ever17:42 – Is Money the Destination or the Vehicle?19:38 – What Is a Self-Directed IRA?23:49 – Why Most Investors Never Hear About These Options29:18 – Real Stories of Investors Creating More Choice31:42 – How to Use Retirement Funds Without Triggering Taxes or Penalties

To begin investing in real estate, small business, crypto, precious metals, & other alternative assets with a self-directed IRA: https://directedira.com/appointment/In this episode, I break down self-directed IRAs and how investors can use retirement funds to build wealth beyond traditional stocks and mutual funds. You'll learn the basics of SDIRAs, the types of alternative assets you can invest in, key IRS rules to avoid costly mistakes, and strategies for using retirement accounts to invest in real estate, private deals, and more. Whether you're new to self-directed investing or looking to expand your retirement strategy, this episode gives you everything to get started.For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/Other:Mat Sorensen: https://matsorensen.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

To begin investing in real estate with a self-directed IRA, schedule a call with our team at Directed IRA: https://directedira.com/appointment/In this special episode of the Directed IRA Podcast,  we had Nate Hare (Vice President at Directed IRA) walk through the step-by-step process of buying real estate inside a self-directed IRA. This episode covers how self-directed IRAs work, funding your account, purchasing property correctly, handling expenses and rental income, avoiding prohibited transactions, using non-recourse financing, and when an IRA/LLC or Checkbook Control IRA may make sense. Whether you're new to self-directed investing or looking to expand your retirement strategy into real estate, this episode provides practical guidance and real-world examples to help you get started.Directed IRA Resource Directory: https://directedira.com/resource-directory/For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/Other:Mat Sorensen: https://matsorensen.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

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“What if the biggest untapped source of capital for real estate syndications is already sitting inside retirement accounts?” Discover how Carl Fischer and Matt Moore break down how they've helped over 1,500+ capital raisers unlock self-directed IRA and qualified retirement capital for alternative investments. They explain why many successful sponsors raise 50–60% of their capital from retirement accounts, how “sticky” IRA capital creates stronger long-term investor relationships, and why most investors still don't realize they can legally use IRAs, 401(k)s, HSAs, and other tax-advantaged accounts to invest in real estate syndications. The conversation dives deep into the misconceptions surrounding self-directed IRAs, the importance of simplifying investor education, and how sponsors can use webinars, Q&A sessions, CRM systems, and strategic communication to attract and retain retirement capital. Carl and Matt also share practical insights on investor psychology, market trends, due diligence, risk management, AI-driven research, and why consistent communication—not flashy returns—is what ultimately builds trust and keeps investors coming back. For sponsors, capital raisers, and investors looking to scale smarter in today's market, this episode delivers a tactical roadmap for leveraging one of the largest pools of capital in the world. 5 Key Takeaways on this episode:Retirement capital can become a major funding source Many successful sponsors raise 50–60% of their capital from self-directed retirement accounts. Most investors still don't know they can use IRAs for syndications Education and simple conversations can unlock entirely new capital sources. Communication and trust matter more than flashy returns Investors stay loyal to sponsors who consistently communicate and remain transparent during challenges. Sponsors don't need to become IRA experts Leveraging third-party administrators like CamaPlan simplifies the process and increases investor confidence. AI and due diligence groups are changing investor behavior Investors are becoming more sophisticated, collaborative, and research-driven in evaluating deals and operators. About Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedIn: Tim MaiYouTube: Tim Mai

Get $250 OFF your self-directed retirement account with RocketDollarUse promo code: MPI250 or you can use this link

Justin Tuminowski sits down with James Pecora to break down how James used self-directed IRA funds to buy a Michigan property, sell it on a land contract, and create recurring income. James shares the numbers behind the deal, including the purchase price, buyer down payment, 11% note, and six-year balloon, along with the lessons learned when the original plan to sell the note didn't work as expected. They also discuss James's path from musician and programmer to real estate investor, his focus on Midwest rentals, and his next season of growing into larger multifamily deals. Follow Justin Tuminowski - www.instagram.com/real.estate.justin Follow James Pecora - blinq.me/xUDGwISZopK48CgLHwMa?bs=db

Get $250 OFF your self-directed retirement account with RocketDollarUse promo code: MPI250 or you can use this link

Download our getting started guide to investing in real estate with your IRA here: https://directedira.com/beginners-guide-investing-in-real-estate-with-your-ira/In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down how to invest in real estate using your IRA, Roth IRA, 401(k), or HSA.They explain how self-directed accounts allow you to buy rental properties, invest in syndications, and build tax-advantaged wealth outside of traditional stocks and mutual funds. Sharing real examples from their own deals, they highlight the potential for stronger returns, cash flow, and long-term growth.They also cover key rules to know, including prohibited transactions and what you can't do inside your IRA, so you can invest with confidence.If you're ready to take control of your retirement and invest in what you understand, this episode shows you how.For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/Other:Mat Sorensen: https://matsorensen.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

To get started download our getting started guide: https://directedira.com/beginners-guide/For questions or to open an account book a call with an IRA specalist here: https://directedira.com/appointmentIn this episode, Mat Sorensen and Mark J. Kohler record live from the Self-Directed IRA Summit and take a “show and tell” approach to real investments from their own self-directed retirement accounts.They highlight a short-term real estate lending deal and discuss how experienced investors evaluate opportunities, structure transactions, and stay disciplined when deploying retirement capital.The episode also touches on sourcing deals, maintaining investment standards, and the flexibility self-directed IRAs offer for investing in real estate and alternative assets.This content is for educational purposes only and does not constitute legal, tax, or investment advice. Investors should consult with their own advisors before making any investment decisions.For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/Other:Mat Sorensen: https://matsorensen.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

Tait Duryea and Ryan Gibson welcome back Mark Kohler to unpack one of the most misunderstood topics in self-directed IRA investing: UBIT and UDFI. Mark explains how these taxes show up in real estate syndications, why leverage can trigger tax inside an IRA, when C corp blockers may help, and what pilots should watch for on K-1s and 990-T filings. This episode gives high-income professionals a clearer way to evaluate SDIRA deals without letting tax fear cloud the bigger investment picture.Mark Kohler is a CPA, attorney, tax strategist, and longtime advocate for small business owners and investors. With decades of experience in tax law, entity structuring, retirement planning, and asset protection, Mark is known for making complex tax strategies easier to understand and apply. He brings practical clarity to the rules that affect pilots and high-income professionals using retirement dollars to invest beyond Wall Street.Show notes:(0:00) Intro(0:48) UBIT and self-directed IRAs(4:32) Understanding UBIT, UDFI, and 990-Ts(5:36) Why UBIT exists(10:05) How C Corp blockers work(14:37) Reading K-1 warning signs(18:57) How leverage creates UDFI(23:09) Comparing SDIRA and cash investors(31:18) Trust tax rates explained(37:41) When IRAs need an EIN(41:37) Real numbers on UDFI taxes(55:30) OutroConnect with Mark:Website: https://markjkohler.com/ LinkedIn: https://www.linkedin.com/in/markjkohler/ Related Episodes: #110 - The IRA Club Advantage: The Self-Directed IRA Strategy for Pilots with Ramez Fakhoury#36 - Decoding the Untapped Potential and Complex World of Self-Directed IRAs with Derreck Long#82 - From LLCs and HSAs to Roth IRAs: Mastering Wealth Protection with Mark KohlerIf you're interested in participating, the latest institutional-quality self-storage portfolio is available for investment now at: https://turbinecap.investnext.com/portal/offerings/8449/houston-storage/ — You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.Remember to subscribe for more insights at PassiveIncomePilots.com! https://passiveincomepilots.com/ Join our growing community on Facebook: https://www.facebook.com/groups/passivepilotsCheck us out on Instagram @PassiveIncomePilots: https://www.instagram.com/passiveincomepilots/Follow us on X @IncomePilots: https://twitter.com/IncomePilotsGet our updates on LinkedIn: https://www.linkedin.com/company/passive-income-pilots/Do you have questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you at the next one!*Legal Disclaimer*The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.

For questions or to get started self-directing book a call with an IRA specalist at Directed IRA here: https://directedira.com/appointment/Schedule a consultation with KKOS Lawyers to structure your entities, optimize your tax strategy, and ensure your investments are properly protected: https://meetings.hubspot.com/kkos-lawyers/15-minute-client-advisor-interviewIn this episode, Mat Sorensen and Mark J. Kohler break down one of the most important rules in self-directed investing: prohibited transactions.Self-directed IRAs provide significant investment flexibility, but that flexibility comes with responsibility. Understanding and adhering to these rules is essential to protecting your retirement account from disqualification, avoiding unnecessary taxes and penalties, and properly executing alternative investment strategies.If you're investing your retirement account into real estate, private deals, or other alternative assets, this is a foundational episode you should not overlook.For educational purposes only. Consult your own legal, tax, or financial advisors regarding your specific situation.For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/Other:Mat Sorensen: https://matsorensen.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com