
Sign up to save your podcasts
Or


For the full video webinar visit: https://directedira.com/opening-a-self-directed-ira/
For more details on prohibited transactions download the Self-Directed IRA Handbook (look for chapters 4, 5, 6, and 7): https://directedira.com/the-self-directed-ira-handbook/
Most Self-Directed IRA investors worry about choosing the right asset, but the real danger is accidentally breaking an IRS rule you didn’t even know existed. Watch Mat Sorensen (CEO, Directed IRA) and Lindsay Mersino (Executive Director of Operations) host a brand-new session that breaks these rules down clearly, simply, and with real examples you won’t find anywhere else.
You’ll Learn
- What a Self-Directed IRA can invest in
- The three investments IRAs cannot hold
- How IRS prohibited transaction rules actually work and the real mistakes that cause penalties
- Who counts as a “disqualified person” and why this matters for every deal you structure
- The three types of prohibited transactions
- Deal examples that stay compliant vs. deals that disqualify an IRA
- How to safely structure alternative investments through your SDIRA
Why Directed IRA?
At Directed IRA, we’ve helped thousands of investors put over $3 billion into real estate, private funds, notes, and more, all inside tax-advantaged retirement accounts. Our team of experts and streamlined platform make it easy to invest with confidence.
Directed IRA Homepage: https://directedira.com/
Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA
Book a Call: https://directedira.com/appointment/
Other:
Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
By Mat Sorensen and Mark Kohler4.7
163163 ratings
For the full video webinar visit: https://directedira.com/opening-a-self-directed-ira/
For more details on prohibited transactions download the Self-Directed IRA Handbook (look for chapters 4, 5, 6, and 7): https://directedira.com/the-self-directed-ira-handbook/
Most Self-Directed IRA investors worry about choosing the right asset, but the real danger is accidentally breaking an IRS rule you didn’t even know existed. Watch Mat Sorensen (CEO, Directed IRA) and Lindsay Mersino (Executive Director of Operations) host a brand-new session that breaks these rules down clearly, simply, and with real examples you won’t find anywhere else.
You’ll Learn
- What a Self-Directed IRA can invest in
- The three investments IRAs cannot hold
- How IRS prohibited transaction rules actually work and the real mistakes that cause penalties
- Who counts as a “disqualified person” and why this matters for every deal you structure
- The three types of prohibited transactions
- Deal examples that stay compliant vs. deals that disqualify an IRA
- How to safely structure alternative investments through your SDIRA
Why Directed IRA?
At Directed IRA, we’ve helped thousands of investors put over $3 billion into real estate, private funds, notes, and more, all inside tax-advantaged retirement accounts. Our team of experts and streamlined platform make it easy to invest with confidence.
Directed IRA Homepage: https://directedira.com/
Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA
Book a Call: https://directedira.com/appointment/
Other:
Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com

16,725 Listeners

704 Listeners

991 Listeners

833 Listeners

580 Listeners

970 Listeners

429 Listeners

3,079 Listeners

261 Listeners

618 Listeners

722 Listeners

1,831 Listeners

324 Listeners

893 Listeners

850 Listeners