Are you proficient enough in utilizing your self-directed IRA and its power for real estate investing? 

Let’s fuel your expertise in leveraging this funding strategy as we’ve invited Mat Sorensen to discuss self-directed IRAs and retirement accounts for scaling a real estate portfolio and his experiences helping the most wealthy people in the investing business. 

Key Points & Relevant Topics

• Mat on running multiple businesses and exposing himself to different clients
• What wealthy and most successful people do differently to preserve their wealth
• Things you should know about self-directed IRAs and retirement accounts that financial brokers won’t tell you
• 3 things that are not allowed when you utilize your self-directed IRA
• 3-step process for self-directed IRA conversion
• How self-directed IRAs work in acquiring single-family rentals and the type of loan you must acquire to buy real estate
• The main reason why Mat built his own company helping real estate clients
• Mat’s Self-Directed IRA Summit events
• Mat’s advice on putting a balance between professional and personal life and overcoming challenges
• Mat’s point of view on real estate investing in 2024

Resources & Links

• The Self Directed IRA Handbook by Mat Sorensen
• Buy the SDIRA Summit 2024 Recording in Dallas, TX
• To learn more about Mat’s upcoming events, go to https://matsorensen.com/events/. 
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Mat Sorensen

Mat is a wealth lawyer and an award-winning entrepreneur. As a wealth lawyer, Mat has advised over 10,000 clients in building their wealth through business ownership, real estate investing, and self-directed retirement account portfolios. He built a nationwide business and tax law firm, KKOS Lawyers, with his partner Mark J. Kohler, and has assisted clients with business start-ups and acquisitions large and small and has advised on over $1B in real estate transactions. Mat is the Founder and CEO of Directed IRA, an INC 5000 award winning company who in 5 years has served over 20,000 customers and has over $1.7B in assets under administration. 

Mat personally went from being a broke teen dad to a multi-millionaire by doing what his wealthy clients did – start, buy and scale businesses, build real estate portfolios, and utilize self-directed retirement accounts to invest in high-return alternative assets. He is also a co-founder at Main Street Business Services, is a best-selling author of The Self-Directed IRA Handbook, is VIP Contributor at Entrepreneur, hosts two annual events (SDIRA Summit and Alt Asset Summit), serves on various boards, and is a member of YPO Scottsdale. 

—