Directed IRA Podcast Self-Directing 101: The 5 Golden Rules of Self-Directing
8 snips
Mar 19, 2026 They walk through five core rules for self-directing retirement funds in real investments. Topics include sourcing your own deals, treating IRA money with due diligence and legal limits, and which accounts to use or pool. They discuss practical strategies like using IRA LLCs, favoring steady returns over risky gambles, and ensuring paperwork names the IRA correctly.
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Source Your Own Investments
- Source your own investments when self-directing and own the decision to find deals.
- Mat Sorensen warns no broker is sourcing these for you so hunt for the best investments beyond Wall Street offerings.
Do Diligence Like It's Your Money
- Treat IRA funds like they're your money for due diligence but remember they legally belong to the IRA.
- Mark J. Kohler says people often do weaker diligence because the account feels detached, so dig in as you would with personal funds.
Know Which Retirement Funds You’ll Use
- Decide which retirement account funds you'll use and how much cash you need before investing.
- Mat Sorensen advises identifying whether money comes from a brokerage IRA, old 401(k), or new contributions and the exact amount needed.