Ep56: Self-Directed IRAs (SDIRAs): The Secret to Retiring Rich

How insurance agents and financial advisors present IRAs to clients
3-step process of investing using SDIRAs
A runthrough of the Self-Directed IRA investment rules
Limitations of using SDIRAs and ways to overcome them
2 main types of people who want to set up a SDIRA

Resources/Links Mentioned In This Episode

About Mat Sorensen

Mat has been at the forefront of the Self-Directed IRA industry since 2006. He’s CEO of Directed IRA, a partner at KKOS Lawyers, a national speaker, a top-ranked podcast host, a best-selling author, and a self-directed retirement investor. Mat is a VIP Contributor at Entrepreneur and is an expert author at Cryptopedia. Mat is the CEO of Directed IRA & Directed Trust Company, where they establish and serve as custodian for all types of self-directed accounts (IRAs, Roth IRAs, HSAs, Coverdells, Solo(k)s, custodial accounts) for self-directed asset classes such as real estate, private company/private equity, IRA/LLCs, precious metals, and cryptocurrency. Accounts can be opened on-line at Directed IRA. He has worked with thousands of self-directed investors and has advised companies in the industry including banks, trust companies, third party administrators, government agencies, and investment sponsors on self-directed IRA matters.

Connect with Mat

Website: Directed IRA | Mat Sorensen
Podcast: Direct IRA | Main Street Business
Youtube: Mat Sorensen - Attorney, Author, SDIRA Expert
LinkedIn: Mat Sorensen
Instagram: @matsorensen

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