Capital Hacking
Capital Hacking
Josh McCallen & John Edwin
E214: Jumping into the World of Self-Directed IRA with Mat Sorensen
38 minutes Posted Dec 14, 2021 at 12:00 pm.
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Show notes

Mat Sorensen is an attorney, author, entrepreneur, and podcast host. He is the CEO of Directed IRA & Directed Trust Company and author of The Self-Directed IRA Handbook. In this episode, we dive deep into the world of Self-Directed IRA. Mat teaches how to move your 401K the right way, the benefits of a self-directed IRA, and how it works. He effortlessly breaks down complex terms into bite-sized information around all things IRA. He also walks us through the Build Back Better bill and how it affects the world of IRAs, what REITs are, and the backdoor Roth IRA strategy. This is a must-watch episode if you’re new to the idea of a self-directed IRA!

Reference Links

Directed IRA & Directed Trust Company

KKOS Lawyers

Mainstreet Business Podcast

Capital Hacking Ep.150 with Mat Sorensen

The Self-Directed IRA Handbook

Build Back Better

Dakota REIT