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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-interview
In 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.
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
No transcript available for this episode.

Directed IRA Podcast

Directed IRA Podcast

Directed IRA Podcast