The $44 Trillion Loophole: How Self-Directed IRAs Unlock Real Estate, Startups, and Tax-Free Wealth
カートのアイテムが多すぎます
ご購入は五十タイトルがカートに入っている場合のみです。
カートに追加できませんでした。
しばらく経ってから再度お試しください。
ウィッシュリストに追加できませんでした。
しばらく経ってから再度お試しください。
ほしい物リストの削除に失敗しました。
しばらく経ってから再度お試しください。
ポッドキャストのフォローに失敗しました
ポッドキャストのフォロー解除に失敗しました
The $44 Trillion Loophole: How Self-Directed IRAs Unlock Real Estate, Startups, and Tax-Free Wealth
-
ナレーター：
-
著者：
このコンテンツについて
Mat Sorensen
CEO of Directed IRA | Attorney | SDIRA Expert | Author of The Self-Directed IRA Handbook
Host:
Bryan Hancock
Executive Connect | Website
YouTube: @ExecutiveConnect
Episode Overview:
Think your retirement account is just sitting there collecting dust? Think again. In this eye-opening episode of Executive Connect, host Bryan McElderry sits down with Mat Sorensen, the leading voice in self-directed IRAs (SDIRAs), to uncover how this often-overlooked financial tool can unlock powerful investments and serious tax advantages. From real estate and startups to crypto and cows (yes, cows), Mat shares how executives can break free from the limits of traditional brokerages. You’ll learn the key legal frameworks, tax traps like UDFI and UBIT, and how to truly take control of your financial future using structures like LLCs and checkbook IRAs. Whether you're new to SDIRAs or ready to scale, this episode is a goldmine for anyone serious about building wealth on their terms.
Timestamps:
00:01 – Welcome & Guest Intro: Mat Sorensen
00:21 – How Mat Entered the SDIRA Space
01:45 – What is a Self-Directed IRA? Explained Simply
03:45 – IRAs vs. 401(k)s: Where the Real Money Is
06:00 – When You Can Move 401(k) Funds to an IRA
06:34 – Self-Direction vs. Checkbook Control
08:30 – Using LLCs for Real Estate Investing via IRAs
10:00 – Can You Use Financing? (Non-Recourse Loans Explained)
11:58 – UDFI & UBIT Taxes: What You Need to Know
14:31 – Strategies to Minimise or Defer UDFI Tax
17:00 – The Real Goal: Maximise After-Tax Wealth
18:52 – Investing in Startups, Private Companies & Crypto
21:00 – Unusual IRA Investments (Racehorses, RV Parks, Cows!)
21:48 – Final Thoughts: Stop Letting Retirement Accounts Sit Idle
Connect With Us:
Podcast Website: https://www.executiveconnectpodcast.com
YouTube: https://www.youtube.com/@ExecutiveConnect
Social:
Bryan on LinkedIn: https://www.linkedin.com/in/bryanhancock/
Podcast LinkedIn: https://www.linkedin.com/company/my-executive-connect/
まだレビューはありません