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/
VISIT OUR WEBSITE
https://lifebridgecapital.com/
Here are ways you can work with us here at Life Bridge Capital:
\u26a1\ufe0fSTART INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc
\u26a1\ufe0fWatch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow
\U0001f4dd JOIN THE DISCUSSION
https://www.facebook.com/groups/realestatesyndication
\u27a1\ufe0f FOLLOW US
https://twitter.com/whitney_sewell
https://www.instagram.com/whitneysewell/
https://www.linkedin.com/in/whitney-sewell/
\u2b50 Be Our Guest!
We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we\u2019d love to have you over.
Apply here: https://lifebridgecapital.com/join-our-podcast/