Webinar

How to Invest in Alternatives

How to Invest in Alternatives with Mat Sorensen, CEO of Directed IRA

November 19, 2024 at 12:00 pm ET

Learn how to unlock the potential of your retirement accounts for alternative investing in this insightful webinar with Mat Sorensen, CEO of Directed IRA. Hosted by Kingscrowd founder Chris Lustrino, this session explores the benefits of using self-directed IRAs to invest in startups, private equity, real estate, and crypto. Mat shares key strategies, industry trends, and actionable steps for maximizing the tax advantages of Roth IRAs while diversifying your portfolio. Whether you’re a seasoned investor or new to alternatives, this webinar provides the tools and inspiration to take your investments to the next level. Watch now to start building wealth like the pros!

Interested in self-directing your IRA? Check out Directed IRA here.

What You’ll Learn:

1. What is Directed IRA?

Directed IRA, founded by Mat Sorensen, is a trusted provider of self-directed IRA accounts, allowing individuals to diversify their retirement savings by investing in alternative assets such as real estate, private businesses, startups, and more. With over $1.7 billion in assets under administration and more than 20,000 customers, Directed IRA empowers investors to take control of their retirement portfolios.

2. The Benefits of IRAs in General

Individual Retirement Accounts (IRAs) are powerful tools for long-term wealth building due to their tax advantages. Mat will explain how IRAs allow your investments to grow tax-free or tax-deferred, helping you accumulate more wealth over time while planning for a secure retirement.

3. Why IRAs Are Ideal for Alternative Investing

Mat will share compelling stories of clients who have used self-directed IRAs to invest in high-return alternative assets such as real estate, private equity, and more. You’ll learn how these alternative investments can provide diversification, growth, and opportunities to invest in the areas you know best.

4. Overcoming the Challenges of IRA Investing in Alternatives

While investing in alternative assets with an IRA can offer significant advantages, it comes with complexities such as compliance, paperwork, and IRS regulations. Mat will walk you through the challenges and show how Directed IRA simplifies the process, offering expert guidance and user-friendly services to help you seamlessly invest in alternatives.

5. Current Trends in Investing and Alternative Investments

Discover the latest trends in retirement investing and how more people are turning to alternative assets for higher returns and greater portfolio diversification. Mat will provide insights into why alternative investing is growing, and what trends he is seeing across real estate, private equity, crypto, and more.

Meet the Expert: Mat Sorensen

Mat Sorensen is a wealth lawyer, entrepreneur, and expert in self-directed retirement accounts. As the CEO of Directed IRA, Mat has helped over 20,000 clients take control of their retirement savings by investing in alternative assets. With more than $1.7 billion in assets under administration, Directed IRA has grown rapidly under Mat’s leadership. He is also the best-selling author of The Self-Directed IRA Handbook, a top-rated guide on alternative IRA investing, and has advised on over $1 billion in real estate transactions.

Mat’s personal journey from a teen dad to a multi-millionaire using the same strategies he teaches his clients is a testament to his expertise and passion for helping others achieve financial freedom through self-directed IRAs.

Presenters

Chris Lustrino

Chris Lustrino

Founder at Kingscrowd

Mat Sorensen

Mat Sorensen

Founder and CEO