Insider’s Guide to IRA Investments (Private Lending Strategies & Risk Management)

Рет қаралды 1,523

Mat Sorensen - Wealth Lawyer & Entrepreneur

2 ай бұрын

Today’s Live: Weird assets you can buy in your SDIRA. What kind of odd items can you get in an SDIRA. With expanded Q&A..Explore topics such as forming LLCs within IRAs, understanding prohibited transactions, and optimizing investment opportunities. I will answer questions submitted at the end of each show! Thank you for joining and we will see you next week!
----
To open a new account or book a call with Directed IRA Visit:
directedira.com/appointment/
----
To get advice on your specific situation contact my company KKOS Lawyers:
kkoslawyers.com/schedule-an-a...
To ask a question that Mat can answer live visit:
matsorensen.com/ask-mat/

Пікірлер: 6

@TheMarisolSanchez 2 ай бұрын

This was fantastic. I just converted Traditional IRA funds to Roth IRA but I chose to have them withhold 10%. I wonder if I can undo the withholding. I'll find out! Thanks, Matt! My next move is to transfer my account from my current custodian to Directed IRA! ✌

@growingtolive2040 2 ай бұрын

You are on point, thank you for all the great information and education on helping to make better decisions. Keep up the great work.

@MatSorensen 2 ай бұрын

I appreciate that!

@richard9827 2 ай бұрын

I didn’t get a chance to hear you live and ask a question. My Trad IRA isn’t enough to buy a new investment property. I understand that I can get a non recourse loan. But can I top up the purchase price with non IRA money? Have you, can you also discuss selling a property using a 1031 non IRA and buying with the SDIRA?

@nguye1971 2 ай бұрын

Can LLC be set up in any state? Min $800 tax in CA

@MatSorensen 2 ай бұрын

We recommend setting up your LLC in the state you plan on doing business in. Of course every situation can be different, but if you live in CA you are paying that $800.. You can book a call with my law firm KKOSLawyers.com if you want to get into the details.