How to Use Your IRA to Invest in Small Businesses (Full Guide)

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I break down how you can invest in small businesses and startups using your IRA or 401k through a self-directed IRA. Learn the rules, risks, and strategies to grow wealth tax-free by using insider knowledge and smart due diligence.

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0:00 – Investing IRA or 401k in Small Businesses
0:26 – Why Traditional Brokers Don’t Allow It
0:39 – What is a Self-Directed IRA
1:16 – High Risk High Reward Small Business Investments
1:42 – Power of Roth IRA and Zero Taxes
2:33 – Real Examples of Small Business IRA Investments
3:25 – How Self-Directed IRA Works
4:01 – Transfer Funds to a Self-Directed IRA
4:55 – Using Industry Knowledge for Investments
5:01 – IRS Rules and Prohibited Transactions
6:02 – Due Diligence: Financials and Legal Review
6:40 – Evaluating Business Owners and Management
7:08 – Why Small Business Investing is a Powerful IRA Strategy

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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Websites:
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https://kkoslawyers.com
https://mainstreetbusiness.com
https://matsorensen.com
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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...