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 IRA. 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.
IN THIS EPISODE
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 want more control over your retirement funds, this episode lays out the mechanics you need to know.
Tune in for expert insights and actionable steps on how to take charge of your financial future with a self-directed IRA.
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Prefer to talk it through? Book a call with a Directed IRA specialist
