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 TAKEAWAYS


2 common mistakes of using a self-directed IRA 
Reason to self-direct your investment retirement account
Self-directed IRA: Exceptions, basic rules, and how it differs from a 401k 
Why you cannot apply bonus depreciation alongside your SDIRA
How to maximize your investment retirement accounts

RESOURCES/LINKS MENTIONED


The Self-Directed IRA Handbook by Mat Sorensen: https://amzn.to/3vNaZW3
TD 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 SORENSEN


Mat 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 MAT


Website: 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 US


Schedule a 20-min get-to-know e

Your feedback is invaluable to me and the show! Leave an honest rating and review at The Conscious Investor on Apple Podcasts

Visit ThreeKeysInvestments.com to download “Why Invest in Apartments” and "Syndication Made Simple"

Visit IAmAConsciousInvestor.com to download "Beyond Financial Freedom: A Conscious Investors Guide to Personal Freedom".

Apply to the investor club or schedule a call HERE

Learn about coaching with Julie HERE.

If you’re looking for an affordable healthcare solution, check out Christian Healthcare Ministries by visiting https://bit.ly/3JTRm1I

Episodes referenced in the introduction:

• Repurposing Your Past
• 3 Things to Understand About Syndication
• ...