E43 Mat Sorensen - Your Money, Your Way: Self-Directed Retirement Wisdom

Farmers Capital Conversations

Oct 11 2023 • 39 mins

Hello everyone and welcome back to the Farming for Passive Income show where we strive to educate the agricultural community on how to create alternative income streams and diversification through commercial real estate private equity.

Mat Sorensen is the founder and CEO of Directed IRA and Directed Trust Company. Directed IRA has over 1 billion in assets and provides self-directed accounts to investors in all 50 states. Mat is an attorney, real estate investor, bestselling author, international speaker, and expert on self-directed retirement accounts.

3:00 Self-Directed IRA

8:40 Key features of a standard self-directed IRA account, its relationship with Roth IRAs, and the relevance of solo 401(k)s.

13:58 Solo 401K

20:47 The risk in Investing using ROTH IRAs

23:00 Peter Thiel story

30:00 Fidelity IRAs

31:00 Process of Transferring Fidelity IRAs

Connect with Mat:

Website

Podcast: Main Street Business / Directed IRA

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