In this episode of the Directed IRA Podcast, Mat Sorensen breaks down one of the most powerful tools for building long-term, tax-free wealth: the Backdoor Roth IRA. Many high-income earners believe they’re ineligible for Roth IRAs due to income limits—but that’s where the backdoor strategy comes in.

Mat walks you through how the Backdoor Roth IRA works in 2025, including the three-step process of contributing to a traditional IRA, making it non-deductible, and then converting it to a Roth. He covers common pitfalls like the pro-rata rule and re-characterization mistakes, explains how to double up contributions for 2024 and 2025, and shares why this strategy remains one of the best-kept secrets in retirement planning—even with ongoing attempts by Congress to shut it down.

Whether you're new to this strategy or need a refresher on the rules for 2025, this episode gives you the clarity and confidence to make it work.

👉 Learn more and get started with your own Backdoor Roth IRA at https://directedira.com/backdoor-roth-ira/

Learn how to take control of your retirement - https://directedira.com/
Shop my products - https://shop.matsorensen.com/
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Websites:
https://directedira.com
https://matsorensen.com
https://kkoslawyers.com
https://mainstreetbusiness.com

Mat Sorensen and Mark J. Kohler are back with another episode of the Directed IRA Podcast—this time answering the most frequently asked questions about self-directed IRAs. Mat, the CEO of Directed IRA, requested this episode himself because he’s tired of hearing the same questions over and over(Cleary we're kidding). So, he and Mark are tackling them head-on in this special "Getting Started" series.

Listeners will get clear answers on what they can invest in, what they should invest in, and the common mistakes to avoid. If you've ever wondered about real estate, private lending, startups, or alternative assets in your IRA, this episode is for you!

Tune in to learn:
✅ What a self-directed IRA actually is
✅ The top 10 most common investment questions
✅ Key IRS restrictions to watch out for
✅ Why investing in what you know is the smartest strategy

For more expert insights, visit DirectedIRA.com.

Learn how to take control of your retirement - https://directedira.com/
Shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/

Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
TikTok: https://www.tiktok.com/@sorensenmat
YouTube: https://www.youtube.com/@MatSorensen

Websites:
https://directedira.com
https://matsorensen.com
https://kkoslawyers.com
https://mainstreetbusiness.com

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.

Learn how to take control of your retirement - https://directedira.com/
Shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/

Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
TikTok: https://www.tiktok.com/@sorensenmat
YouTube: https://www.youtube.com/@MatSorensen

Websites:
https://directedira.com
https://matsorensen.com
https://kkoslawyers.com
https://mainstreetbusiness.com