Mat is a wealth lawyer who has advised thousands of entrepreneurs including professional athletes, actors, Grammy award winning artists, and investors. As a best-selling author and expert on the field, he shares his approach to IRA investing strategies and how to access untapped potential.
00:00 Introduction
02:12 Matt Sorensen's Background, IRA Growth
04:51 Exceptional Customer Service
06:14 Entrepreneurship & Connection
07:11 Self-Directed IRA Opportunities
08:05 $33 Trillion US Retirement
09:56 Diversify Beyond Wall Street
11:54 Billionaire Investment Strategies
12:59 $300M Roth IRA Story
13:52 Warren Buffett's Advice
14:42 Understanding 'Self-Directed' IRAs
15:36 Three Steps to Investing
17:37 Challenges in Fund Transfers
19:35 Tips for Investor Success
21:45 Final Thoughts on IRA
31:21 Importance of Due Diligence
32:18 Prohibited Transaction Rules
33:11 Examples of Prohibited Transactions
34:07 Impact of UBIT on Investments
35:04 Traditional UBIT vs. UDFI
36:07 Strategies to Manage UBIT/UDFI
37:29 Real-World UBIT/UDFI Scenarios
38:35 Exploring REITs for Tax
40:14 Optimizing Leverage & Debt
41:29 Total Return vs. Tax
Connect with Mat Sorensen on LinkedIn https://www.linkedin.com/in/matsorensen/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
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