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The Self Directed IRA Handbook video series is 6 videos comprising 1 and ½ hours of video content with attorney Mat Sorensen where he teaches the most important issues and strategies for self directed IRA investors. The 6 videos are only $149 and include unlimited access for 2 years.
- Video 1. Self Directed IRA Basics.
- Video 2. Understanding the Prohibited Transaction Rules.
- Video 3. Understanding the Prohibited Transaction Rules Advanced.
- Video 4. Understanding the IRA/LLC.
- Video 5. Understanding the IRA/LLC: Advanced IRA Partnering Options.
- Video 6. Tax Issues for IRA Investments: UBIT & UDFI Tax.
SPECIAL BONUS VIDEOS: As a special bonus I have included a recorded video presentation (with downloadable slides) from my presentation at the 2015 Real Estate Tax Summit where I spoke for nearly two hours on self-directed IRAs. In addition to teaching key strategies, I also covered and shared some of the most successful self-directed IRA and 401k strategies that my most successful clients are using to build their retirement accounts.
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Mat and his partner Mark Kohler have been serving clients nationwide for over 10 years from their law and accounting firms, and are dedicated to helping people better live the American Dream. Both are best-selling authors, nationally syndicated speakers, and have been featured in publications such as Entrepreneur, MSNBC, & the Wall Street Journal just to name a few. With their years of experience and knowledge, small business owners and entrepreneurs are sure to receive solid advice to help save money in the tax and legal area with the this show!
Webinar: Understanding the Prohibited Transaction Rules for Self Directed IRAsWebinar Slides: Understanding the Prohibited Transaction Rules for SDIRAs By Mat Sorensen SDIRA SUMMIT INVITE
RADIO AD WARNING: SELF-DIRECTED IRA INVESTORS SHOULD GO FOR THE GOLD WITH CAUTIONI hear a radio ad every week that says, "there is a loophole that allows you to use your IRA to buy physical gold "tax-free" and that you can EVEN store this gold in your home." If these radio ads were on T.V., there'd probably be an image of Scrooge McDuck swimming in gold at [...]
Prohibited Transaction Case Lesson: The Substance of the Transaction MattersA prohibited transaction case from 2015 taught an important lesson for self-directed IRA investors. That lesson is that the substance of the actual transaction matters and that you cannot avoid a prohibited transaction by creating entities or other artificial structures that create no business purpose. Summa Holdings, Inc., et al, v. Commissioner, T.C. Memo 2015-119 [...]
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Contact me for an appointment by using the form below. My hourly rate is $400 an hour and I offer a free 15 minute interview for new clients needing to determine if I can assist them with their project. Please note that I do not give any legal advice during interview phone calls but will explain my fees and services related to your legal matter. If you need legal advice or questions answered, please schedule an appointment. I look forward to hearing from you!
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Many self directed IRA investors misunderstand or are unaware of the protections afforded to their IRA (Roth...
Webinar Slides: Understanding the Prohibited Transaction Rules for SDIRAs By Mat Sorensen SDIRA SUMMIT...
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K.M. , - Attorney & Real Estate Investor
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Tom W. Anderson, - President, RITA, and Founder and Vice Chairman, PENSCO Trust Company
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