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Book a Call with an IRA Specialist Today: https://directedira.com/call In this video I break down the Mega Backdoor Roth, my favorite tax and wealth building strategy that lets you put away up to $70,000 in Roth money every year. I explain how it works, who qualifies, and the exact steps to maximize tax-free retirement savings. Join top investors and industry leaders at the Alternative Asset Investor Summit — October 16–17, 2025, in Scottsdale, AZ. Secure your spot today and gain exclusive insights into the future of alternative investments! https://altassetsummit.com/ How I used my IRA to Buy THIS Rental Property • • How I used my IRA to Buy THIS Rental Property 5 Roth IRA Benefits you didn't know about! • • 5 Roth IRA Benefits you didn't know about! How To Use The ‘Buy Borrow Die’ Strategy to BUILD Wealth And Pay ZERO Taxes • • How To Use The ‘Buy Borrow Die’ Strategy t... 0:00 – Mega Backdoor Roth Overview and Benefits 0:20 – Why This Strategy Can Get You $70K Tax-Free 0:37 – Using a 401k for Roth Contributions 1:14 – Eligibility for Employees and Solo 401k Owners 1:23 – Contribution Limits and Age Catch-Ups Explained 1:49 – Employee Contributions and Employer Match 2:27 – How to Reach the $70K with After-Tax Contributions 3:21 – Backdoor Roth IRA vs Mega Backdoor Roth 3:49 – Unlocking the After-Tax Contribution Loophole 5:02 – Option 1: In-Plan Roth Conversion 5:54 – Option 2: Rolling Over to a Roth IRA 7:02 – Investment Options with a Roth IRA 7:26 – Comparing Fees in 401k vs Roth IRA 7:56 – Common Snags and Plan Limitations 8:22 – The Key Loophole That Makes This Work 8:46 – Final Thoughts on Building Wealth with Mega Backdoor Roth 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. ---- My Social Media: Instagram: / matsorensen Tik Tok: / sorensenmat Linked In: / matsorensen Facebook: / mat.sorensen.1 ---- Websites: https://directedira.com/appointment https://kkoslawyers.com https://mainstreetbusiness.com https://matsorensen.com ---- 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. ---- The Self-Directed IRA Handbook: https://shop.matsorensen.com/products...