Top 10 Costly MISTAKES People Make With a Self-Directed IRA скачать в хорошем качестве

Top 10 Costly MISTAKES People Make With a Self-Directed IRA

Book a Call with an IRA Specialist Today: https://directedira.com/call In this episode, we break down the top 10 most common mistakes people make when using a self-directed IRA, from prohibited transactions to avoiding UBIT and UDFI taxes. Learn how to confidently invest in real estate, private companies, and alternative assets while staying compliant with IRS rules. 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 - Top 10 Self-Directed IRA Mistakes Explained 0:52 - Setting Up Your IRA Before You Invest 1:22 - Can You Buy From Yourself or Family With an IRA? 2:12 - Rules for Investing in Businesses You Control 3:22 - Managing vs. Working in IRA-Owned Assets 4:41 - Receiving Compensation and Avoiding Self-Dealing 7:00 - Using Your IRA-Owned Property (Why You Can’t) 8:23 - How to Handle IRA LLC Contributions and Distributions 10:11 - Understanding UBIT and UDFI Taxes 12:57 - RMD Risks for Illiquid IRA Assets After Age 73 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. ---- Websites: https://directedira.com/appointment https://linktr.ee/SelfDirectedIRA https://kkoslawyers.com https://mainstreetbusiness.com https://matsorensen.com ---- Disclaimer: This podcast is for educational purposes only and does not constitute financial, legal, or tax advice. Consult with a qualified professional before making any investment decisions. ---- The Self-Directed IRA Handbook: https://shop.matsorensen.com/products...