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Directed IRA PodcastAuthor: Mat Sorensen and Mark Kohler
The Directed IRA Podcast, hosted by attorneys Mat Sorensen and Mark J. Kohler, is the leading source for investors navigating the world of self-directed IRAs and 401(k)s. As co-founders of Directed IRA & Directed Trust Company (directedira.com), Mat and Mark have helped thousands of clients invest in alternative assets using tax-advantaged retirement accounts.Episodes cover topics related to self-directing retirement accounts, such as Roth IRAs, Solo 401(k)s, real estate, private equity and venture funds, promissory notes, private placements (PPMs), start-ups, IRA/LLCs (Checkbook IRAs), and the UBIT/UDFI tax rules. The podcast also addresses prohibited transactions and shares real-world examples from investors who have successfully self-directed their retirement for decades.Whether you're a seasoned investor or just getting started, this podcast offers practical, expert-level insights into building wealth through self-directed strategies.Mat Sorensen is an attorney, best-selling author of The Self-Directed IRA Handbook, and CEO of Directed IRA & Directed Trust Company, a leading self-directed IRA custodian with nearly 3 billion under administration. He is a national expert on self-directed retirement strategies and a Senior Partner at KKOS Lawyers. Mat also co-hosts The Main Street Business Podcast along with Mark J. Kohler. Mark J. Kohler is a CPA, attorney, best-selling author of six books, and a nationally recognized authority on small business tax and legal strategies. Mark serves as a Senior Partner at KKOS Lawyers and Board Member at Directed IRA Trust Company, which manages over 3 billion in assets. As the founder of the Main Street Certified Tax Advisor Program, Mark has trained thousands of CPAs and Enrolled Agents nationwide, helping millions of small business owners better navigate tax and legal strategies. Mark also co-hosts The Main Street Business Podcast along with Mat Sorensen. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Should I Set Up a Trump Account for My Kid?
Episode 2
Monday, 12 January, 2026
Read more about Trump Accounts Here: https://matsorensen.com/trump-retirement-accounts-explained/If you have kids under age 18, this episode could change how you think about their financial future.In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler dive deep into Trump accounts, a brand-new savings vehicle launching in 2026. Mat explains why he believes Trump accounts can be a powerful long-term wealth-building tool for kids, while Mark pushes back, arguing parents may be overlooking better options already available.Together, they break down how Trump accounts work, who they are best suited for, and how they compare to Coverdell ESAs, kids Roth IRAs, and 529 plans. The conversation covers college planning, trade schools, retirement savings, Roth conversions, and how families can stack multiple strategies based on income and goals.They also explain the biggest game changer of all: how Trump accounts convert into traditional IRAs at age 18 and can later be converted into Roth IRAs, potentially creating millions in tax-free retirement wealth for the next generation.Whether you are a parent, grandparent, or business owner looking to give kids a financial head start, this episode lays out practical strategies, pros and cons, and real-world planning considerations to help you decide what makes sense for your family.Chapters:0:08 – Welcome And Topic Reveal0:48 – Politics Aside: Use The Law3:52 – What A Trump Account Is6:20 – Control Limits And Fee Cautions6:24 – College Needs vs Long-Term Wealth9:10 – How Early Withdrawals Actually Work12:02 – Parent Playbook: Stack The Accounts18:56 – Pay Your Kids Through Business21:07 – Rentals As A Small Business22:06 – The Roth Conversion Strategy24:20 – 529 To Roth: Sister Strategy26:18 – Pro Rata Rules And Math28:20 – The 8.8 Million Illustration29:55 – Mindset, Access To Education, ClosingDirected 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.comMain Street Business https://mainstreetbusiness.com
