WS1845 Self - Directed Investments in Life Bridge Capital Deals | Mat Sorenson

Nov 9, 2023

Esteemed attorney and author, Matt Sorenson, simplifies the complexities of investing in retirement accounts. He discusses the potential of investing in real estate and private funds through self-directed IRA and 401k accounts. Matt shares tips and insights on navigating the hurdles of self-directed retirement accounts, understanding rules and regulations, and avoiding common pitfalls. He also explains the benefits of depreciation for retirement accounts and discusses challenges and mistakes in using retirement account capital for investments.

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Introduction

00:00 • 2min

Investing in Real Estate and Private Funds with Self-Directed Retirement Accounts

01:33 • 15min

Self-Directing Retirement Account Investments with Life Bridge Capital

16:39 • 7min

Rolling Over Multiple 401Ks and Tax Considerations in Self-Directed Investments

23:56 • 3min

The Benefits of Depreciation for Retirement Accounts

26:35 • 2min

Challenges and Mistakes in Using Retirement Account Capital for Investments

28:16 • 5min

Join us as we welcome our guest, Matt Sorenson, an esteemed attorney and author who simplifies the complexities of investing in retirement accounts. Matt shares valuable insights on how to make the most of your retirement funds, going beyond traditional stocks, bonds, and mutual funds.

Discover the differences between traditional and Roth accounts, and learn how to leverage self-directed IRA and 401k accounts to invest in real estate and private funds. Matt also reveals the exciting potential of investing using Health Savings Accounts (HSA).

But that's not all - Matt's wealth of knowledge extends to navigating the hurdles of self-directed retirement accounts, understanding the rules and regulations, and making informed decisions about transferring funds from Roth or 401K accounts. We'll also delve into the process of investing retirement funds in real estate, addressing restrictions, documentation requirements, and common pitfalls.

Whether you're looking to maximize the growth of your retirement account or just beginning to explore the investment landscape, this episode is a treasure trove of insights and tips to help you achieve your financial goals. Don't miss out on this opportunity to gain valuable knowledge from an expert in the field.

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