Waking Up Your Retirement Account: What Your 401(k) or Sleepy IRA Could Be Doing for You
Description
Ready to get started? Book a call with one of our IRA specialists!: https://directedira.com/appointment/
If you’ve got an old 401(k) or IRA collecting dust, it’s time to take control. In this episode, Mat and Mark explain how to move your account into a self-directed IRA—without triggering taxes or penalties—and why it matters. You’ll learn what you can invest in, from real estate to startups, and how to avoid costly mistakes. Mat and Mark also share real examples and walk you through the steps to get started. Don’t let your retirement account sit idle—put it to work.
- 00:00:10 – Why Your Old 401(k) or Sleepy IRA Needs Attention
- 00:02:04 – Understanding the Power of Self-Directed IRAs
- 00:03:17 – Common Myths and Misconceptions
- 00:04:37 – What You Can Invest In with a Self-Directed IRA
- 00:05:13 – How to Move Your IRA Without Tax or Penalty
- 00:08:50 – Real Investment Examples: Real Estate, Crypto, and More
- 00:17:00 – Prohibited Transactions and Restrictions
- 00:20:32 – How to Get Started with Directed IRA
Directed IRA Homepage: https://directedira.com/
Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA
Book a Call: https://directedira.com/appointment/
Other:
Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
United States
