Episode 124
Tait Duryea and Ryan Gibson welcome Mat Sorensen, CEO of Directed IRA, for a powerful discussion on how pilots and high-income professionals can unlock private investment opportunities through retirement accounts. From self-directed IRAs to Solo Ks, Mat explains the mechanics of rolling over old 401(k)s, navigating recent regulatory changes, and tapping into lucrative private markets that were once out of reach.
Mat Sorensen is the CEO of Directed IRA and Directed Trust Company, where he oversees thousands of self-directed retirement accounts including IRAs, Roth IRAs, HSAs, and Solo 401(k)s. He is also a senior partner at KKOS Lawyers and the bestselling author of The Self-Directed IRA Handbook. A recognized leader in the self-directed investing space, Mat has helped countless professionals leverage retirement accounts to access private investments and alternative assets.
Show notes:
(0:00) Intro
(4:15) $44 trillion in U.S. retirement accounts
(5:06) Trump’s executive order on 401(k)s
(10:03) Fewer public companies, more private options
(20:13) IRAs vs. 401(k)s for private investing
(26:05) Pilot story: confusion with mutual funds
(28:37) Tax implications of IRA vs. cash
(35:29) How Mat vets private deals
Helpful Links:
Website: https://matsorensen.com
Mat’s Podcasts
Alternative Asset Summit → https://www.altassetsummit.com (October 16–17 in Scottsdale, AZ)
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