• How to Partner your IRA with others when doing Deals

  • Mar 26 2025
  • Duración: 26 m
  • Podcast

How to Partner your IRA with others when doing Deals

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  • Resumen

  • In this episode of the Directed IRA Podcast, Mark Kohler and Mat Sorensen break down the mechanics of partnering your IRA with others in deals. Whether it’s pooling funds from multiple IRAs, combining accounts within a family, or structuring investments to comply with IRS rules, they cover the do’s and don’ts of co-investing. Tune in to learn how to structure partnerships, avoid prohibited transactions, and maximize your self-directed retirement investing strategy.

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