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Ep463: Self-Directed IRAs for Savvy Investors with Mat Sorensen

EPISODE · Feb 15, 2024 · 47 MIN

Ep463: Self-Directed IRAs for Savvy Investors with Mat Sorensen

from The Recalibration · host Julie Holly

Explore the dos and don'ts of self-directed IRA with Mat Sorensen. From beginner tips to advanced strategies, this episode has everything you need to avoid typical pitfalls and shape your retirement plan for prosperity. Tune in for all the details!KEY TAKEAWAYS2 common mistakes of using a self-directed IRA Reason to self-direct your investment retirement accountSelf-directed IRA: Exceptions, basic rules, and how it differs from a 401k Why you cannot apply bonus depreciation alongside your SDIRAHow to maximize your investment retirement accountsRESOURCES/LINKS MENTIONEDThe Self-Directed IRA Handbook by Mat Sorensen: https://amzn.to/3vNaZW3TD Ameritrade: https://www.tdameritrade.com/ Ep456: Facing Your Goliath: https://apple.co/489c5Je Master alternative investments, tax strategies, real estate & more by joining the 11th Self-Directed IRA Summit in Dallas, TX, on April 19-20, 2024. Reserve your spot at sdirasummit.com to learn from experts, master tax strategies, and network with top investors.ABOUT MAT SORENSENMat Sorensen is an attorney, CEO, author, and podcast host. He is the CEO of Directed IRA & Directed Trust Company, a leading company in the self-directed IRA and 401k industry, and a partner in the business and tax law firm of KKOS Lawyers. He is the author of The Self-Directed IRA Handbook.CONNECT WITH MATWebsite: Directed IRA: https://directedira.com/ Podcasts: Directed IRA Podcast: https://bit.ly/3rl3L9M | Main Street Business: https://apple.co/3JSfYZR YouTube: Mat Sorensen - Wealth Lawyer, Coach, Entrepreneur: https://bit.ly/3Ux2U22 Facebook: Mat Sorensen: https://bit.ly/48fMtKF Instagram: @matsorensen: https://www.instagram.com/matsorensen/ CONNECT WITH USSchedule a 20-min get-to-know each other call - bit.ly/3OK31kISchedExplore Identity-Level Recalibration→ Schedule a conversation with Julie to see if The Recalibration is a fit for you→ Learn about The Recalibration Cohort→ Join the next Friday Recalibration Live experience → Take your listening deeper! Subscribe to The Weekly Recalibration Companion to receive reflections and extensions to each week's podcast episodes.→ Follow Julie Holly on LinkedIn for more recalibration insights→ Download the Misalignment Audit→ Subscribe to the weekly newsletter→ Books to read  (Tidy categories on Amazon- I've read/listened to each recommended title.)→  One link to all things...

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Ep463: Self-Directed IRAs for Savvy Investors with Mat Sorensen

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