Are you aware that managing your Individual Retirement Accounts and growing your wealth through it is possible? Be sure to listen to tax lawyer Mat Sorensen as he shares his knowledge on Self-Directed IRAs (SDIRAs), including maximizing their potential and making a fortune out of it. Don't miss this opportunity!
Key Takeaways To Listen For
• How insurance agents and financial advisors present IRAs to clients
• 3-step process of investing using SDIRAs
• A run-through 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
• EP10: Welcome to Real Estate - Chad Zdenek: https://podcasts.apple.com/us/podcast/ep10-welcome-to-real-estate-chad-zdenek/id1649806320?i=1000585439200
• EP11: Passive and Active Multifamily Investing - Cody Laughlin & Brian Alfaro: https://podcasts.apple.com/us/podcast/ep11-passive-and-active-multifamily-investing-cody/id1649806320?i=1000585723422
• Charles Schwab: https://www.schwab.com/
• Gemini: https://www.gemini.com/
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: https://directedira.com/ | https://matsorensen.com/
• Podcast: https://directedira.com/podcast/ | https://podcasts.apple.com/us/podcast/main-street-business/id1013463387
• YouTube: https://www.youtube.com/@MatSorensen/featured
• LinkedIn: https://www.linkedin.com/in/matsorensen/
• Instagram: https://www.instagram.com/matsorensen/?hl=en
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