In today's highlight episode, we feature tax lawyer and self-directed IRA expert, Matt Sorenson. Matt shared his extensive knowledge on how investors can leverage their retirement accounts to invest in real estate and private companies.

Matt Sorenson is a tax lawyer by trade and the co-founder of KQS Lawyers. He became an expert in self-directed IRAs, focusing on how people can use their retirement accounts to invest in real estate and private companies. Recognizing the lack of information in this field, Matt wrote the book "The Self-Directed IRA Handbook," which has become the go-to resource for government agencies and industry professionals.

Matt emphasized the importance of investing in assets that investors are passionate about and understand. He highlighted the vast amount of money sitting in retirement accounts, approximately $35 trillion, and how it can be used to invest in alternative assets like real estate. Matt explained the difference between Roth and traditional IRAs, with Roth IRAs offering tax-free growth and withdrawals, making them particularly advantageous for investors.

For investors looking to utilize their retirement accounts, Matt outlined the three-step process: opening a self-directed account, funding it by transferring money from an existing retirement account, and then investing it in real estate or other opportunities. He also provided valuable insights for capital raisers, explaining how they can tap into the vast pool of retirement funds by educating potential investors about the possibilities of self-directed IRAs.

Click the links below to tune in to the full episodes and learn more about real estate syndication and how to build wealth in the industry. Don't miss out on valuable insights and expert advice from industry professionals.


https://lifebridgecapital.com/2023/10/05/buying-real-estate-with-iras-401ks-mat-sorensen/

https://lifebridgecapital.com/2023/10/06/capital-raisers-and-retirement-fund-investments-mat-sorensen/

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