Self-Directed IRAs: The Complete Beginner's Guide

Don’t let your IRA stay stuck in Wall Street investments — BOOK A FREE CALL with DirectedIRA and start investing in assets you actually understand! https://bit.ly/directed-ira-appointme... Most people think their IRA is limited to stocks, mutual funds, ETFs, and target date funds — but wealth lawyer and real estate investor Mat Sorensen explains why that is not true. A self-directed IRA can invest in real estate, private funds, private companies, notes, crypto, precious metals, and other alternative assets while still keeping the tax benefits of a retirement account. What you need to understand: • What a self-directed IRA actually is • Why most brokerage IRAs limit you to what they sell • What your IRA can and cannot invest in • How to set up and fund a self-directed IRA • Why the IRA must own the asset — not you personally • The prohibited transaction rules every beginner must know • Common mistakes that can disqualify your IRA • How real estate, private funds, private deals, and notes work inside a retirement account • Who self-directed investing is best suited for Self-directed investing gives you more control over your retirement money, but it also requires you to understand the rules, follow the process, and do proper due diligence. When done correctly, it can turn your IRA from a standard Wall Street account into a long-term tax-advantaged wealth-building tool. This strategy is especially valuable for investors, entrepreneurs, real estate buyers, private lenders, and anyone who understands assets outside the stock market and wants to use retirement dollars more strategically! CHAPTERS: 0:00 Intro 1:23 What a Self-Directed IRA Actually Is 2:46 What Your IRA Can Invest In 4:44 Why Investors Use Self-Directed Accounts 6:29 How to Set Up a Self-Directed IRA 9:16 The IRA Owns the Asset — Not You Personally 13:58 Common Beginner Mistakes 16:56 Real Estate Inside a Self-Directed IRA 20:01 Private Funds, Private Deals, and Notes 22:36 Who Self - Directed Investing Is For 24:37 The Beginner Framework 28:21 Outro Mat Sorensen is the Founder and CEO of Directed IRA & Directed Trust Company, an INC 500 company with over $3.5B in assets and 1,134% growth in the last three years. He leads one of the fastest-growing custodians for self-directed IRAs, helping investors deploy retirement dollars into real estate, private funds, and alternative assets. Mat is the author of The Self-Directed IRA Handbook, the industry’s most widely used guide with over 50,000 copies sold. He also holds advisory roles with KKOS Lawyers and Main Street Business Services and co-hosts two top-ranked podcasts for investors and entrepreneurs. My Social Media: Instagram:   / matsorensen   TikTok:   / sorensenmat   LinkedIn:   / matsorensen   Facebook:   / mat.sorensen.1   Websites: https://directedira.com/appointment https://kkoslawyers.com https://mainstreetbusiness.com https://matsorensen.com Disclaimer: This podcast is for educational purposes only and does not constitute financial, tax, or legal advice. Consult with a qualified professional before making any investment decisions. The Self-Directed IRA Handbook: https://shop.matsorensen.com/products...