In this episode, the Huddle Guys talk with Mat Sorensen, CEO of Directed IRA, and a Partner at Kyler Kohler Ostermiller & Sorensen, LLP. Mat has been at the forefront of the self-directed IRA industry since 2006. He writes regularly on retirement, tax, and business topics and is a VIP Contributor at Entrepreneur.com. He is also a contributor for Cryptopedia. Mat is the best-selling author of The Self-Directed IRA Handbook: An Authoritative Guide for Self-Directed Retirement Plan Investors and Their Advisors, a go-to guide for investors, planners, and Mark’s competitors.
Listen as the Huddle Guys and Mat discuss self-directed IRAs, a type of IRA that can hold investments not allowed by regular IRAs, like real estate and cryptocurrency. They can be in the form of traditional or Roth IRAs, and the investments are managed by the account holder. These IRAs can help you save on taxes and plan effectively for retirement, but they are not talked about enough. Many financial planners do not discuss self-directed IRAs with their clients. Thank goodness for the Huddle Guys! It’s time to Huddle Up!
