Introduce clients and prospects to a way to make alternative investments to diversify outside of public markets.
Learn how to maintain tax-deferred or tax-free growth with Self-Directed IRA investment in capital appreciation assets.
Understand IRS rules on SDIRAs especially prohibited transactions and delve into examples of real SDIRAs.
About the SDIRA Guide for Advisor Clients
Ideal for long-term investors with large IRAs who are looking to diversify outside of public securities markets, maintain tax advantages, understand IRS rules on SDIRAs, and explore real-world use cases for SDIRAs, this downloadable PDF is a powerful lead magnet..
The SDIRA Expert
Mat Sorensen, J.D, began advising on self-directed IRAs in 2006. He is the founder and CEO of Directed Trust Company, a custodian of IRAs, Roth IRAs, HSAs, Coverdell ESA, solo Ks, and other federally qualified accounts that invest in real estate, crypto, private companies, and other alternative asset classes. Mat is an instructor on Advisors4Advisors, a leading CE/CPE provider.
Get Started
Download your free guide now and use it as a link magnet. It's free! To learn more about SDIRAs, attend Mat's introductory class on SDIRAs on Advisors4Advisors.
Get your free download now