In today’s highlight episode, we delve into the expertise of tax lawyer and self-directed IRA specialist, Matt Sorenson. Sharing his wealth of knowledge, Matt guides investors on effectively utilizing their retirement accounts for real estate and private company investments.
As a tax lawyer and co-founder of KQS Lawyers, Matt Sorenson has honed his expertise in self-directed IRAs, focusing on facilitating investments in real estate and private companies through retirement accounts. Recognizing a dearth of information in this domain, Matt authored “The Self-Directed IRA Handbook,” now a pivotal resource for government agencies and industry professionals.
Matt underscores the significance of investing in assets aligned with investors’ passions and comprehension. With approximately $35 trillion languishing in retirement accounts, he highlights the potential to channel these funds into alternative assets, such as real estate. Distinguishing between Roth and traditional IRAs, Matt elucidates the advantages of Roth IRAs, offering tax-free growth and withdrawals, especially beneficial for investors.
For those keen on leveraging their retirement accounts, Matt outlines a concise three-step process: initiating a self-directed account, transferring funds from an existing retirement account, and subsequently investing in real estate or other opportunities. Additionally, he imparts valuable insights to capital raisers, detailing how they can tap into the expansive reservoir of retirement funds by educating potential investors about the possibilities inherent in self-directed IRAs.
Click the links below to tune in to the full episodes and learn more about real estate syndication and how to build wealth in the industry. Don’t miss out on valuable insights and expert advice from industry professionals.
https://lifebridgecapital.com/2023/10/05/buying-real-estate-with-iras-401ks-mat-sorensen/
https://lifebridgecapital.com/2023/10/06/capital-raisers-and-retirement-fund-investments-mat-sorensen/
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About Mat Sorensen:
Mat Sorensen, the Founder and CEO of Directed IRA & Directed Trust Company, oversees more than $1B in assets. He provides self-directed accounts to investors across the nation. As an attorney and real estate investor, Mat has established himself as a national speaker and expert on self-directed retirement accounts. His bestselling book, “The Self-Directed IRA Handbook”, is the industry’s most widely referenced guide, with sales exceeding 35,000 copies. Entrepreneur recognizes Mat’s expertise, featuring him as a VIP contributor. Top-tier media outlets such as the Wall Street Journal, Forbes, and The Guardian have cited his insights. In addition to his finance work, Mat holds a Senior Partner position at KKOS Lawyers.
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