Most Common Self-Directed IRA Questions [Wealth Lawyer Explains]

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In this video, I break down the top 10 self-directed IRA questions we get every day—from what you can invest in like real estate, crypto, and private companies, to what rules you must follow to avoid IRS penalties. If you're ready to take control of your retirement and unlock the full potential of self-directed IRAs, this is the essential guide for you!

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0:00 - Intro – What is a Self-Directed IRA and Why You Need One
0:34 - What Can I Invest In with a Self-Directed IRA?
1:28 - What Are Prohibited IRA Investments?
3:20 - IRA Rules and Prohibited Transactions Explained
4:33 - Which Type of IRA Account Should I Open First?
7:02 - Checkbook IRA and IRA LLC Explained
10:10 - Can You Flip Real Estate in a Self-Directed IRA?
11:41 - Are There Taxes or Penalties for Self-Directing an IRA?
12:54 - How to Use Existing Retirement Accounts to Fund a Self-Directed IRA
13:47 - Am I Too Old to Use a Self-Directed IRA?
15:02 - What Should I Invest in with My Self-Directed IRA?
17:20 - Final Thoughts and Free Resources

Mat Sorensen is the Founder and CEO of Directed IRA & Directed Trust Company, an INC 500 company with over $2.5B in assets and 1,134% growth in the last three years. He leads one of the fastest-growing custodians for self-directed IRAs, helping investors deploy retirement dollars into real estate, private funds, and alternative assets. Mat is the author of The Self-Directed IRA Handbook, the industry’s most widely used guide with over 50,000 copies sold. He also holds advisory roles with KKOS Lawyers and Main Street Business Services and co-hosts two top-ranked podcasts for investors and entrepreneurs.

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Disclaimer: This podcast is for educational purposes only and does not constitute financial, tax, or legal advice. Consult with a qualified professional before making any investment decisions.
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The Self-Directed IRA Handbook: https://shop.matsorensen.com/products...