Directed Trust Company

Join our team for an exclusive workshop TODAY @ 11AM (PT) Today's Workshop: Investing in Real Estate Internationally with an IRA or Solo 401(k) (Zoom Link)   We'll Be Covering:  - Legal Considerations and Compliance - How this can all be done inside an IRA or 401(k) - Investment Strategies and Opportunities. - Tax Implications and Benefits - Practical tips for successful Real Estate Investing. Register Here: https://lnkd.in/gka4k_qp

A self-employed client in Southern California used his self-directed solo 401(k) to buy a retail building and lease it to a dispensary. While retirement accounts can’t own cannabis businesses, they can invest in real estate for such ventures. Cannabis is a fast-growing industry with “HIGH” profit potential. Book a call with Directed Trust Company today (Link Below) to start investing in the things you know with your self-directed retirement account! https://lnkd.in/gpREwvG #MatSorensen #DirectedIRA #Cannabis #Solo401k #Dispo #IndustryGrowth #Invest #RetireEarly #Dispensary #SoCal #SelfDirected

Let's kick off this summer with some BIG SAVINGS! Get $150 off any new account all month w/ Code JUNE150 - Offer Ends on 6/30 - Book a call or open a new account via the link below! https://lnkd.in/g2m9SDT6

Invest in your financial future this #MemorialDay and open an IRA in as little as 5 minutes (link below). 📣 Use Code ‘MEMORIAL150’ for $150 Off! 📣 Sale Ends on 5/31! https://lnkd.in/gwEXFUbR #directedira #ira #401k #retirement #invest #realestate #wealth

Invest in what you know! Equipment Finance Lending is a prime example of a niche investment type that can be successful with prior industry knowledge. These investors lend to people buying heavy equipment in the construction industry—securing a lien on the equipment's title. One of my larger clients is in this business, using their self-directed retirement account Directed Trust Company to finance deals for others needing equipment. Watch the full video at the link below! https://lnkd.in/gTjGWtNi #InvestInWhatYouKnow #ConstructionLending #SelfDirectedIRA #DirectedIRA #AssetProtection #WealthBuilding #PrivateLending #MatSorensen

Take advantage of employer matches— it's essentially free money! For instance, a 100% match up to 3% means doubling your contribution instantly. Don't miss this easy opportunity to boost your retirement accounts. Have Questions on retirement accounts? Schedule a call with my team Directed Trust Company.   #401k #RetirementPlanning #EmployerMatch #FreeMoney #FinancialTips

Did you know that your family can inherit your account and then continue investing it? Whether it's through a spousal rollover or an inherited account. Educate your loved ones about your investments (especially if you're self-directing) to ensure they understand your strategy and the benefits of self-directing. Questions? Book a free call with one of our experts at Directed Trust Company to discuss the ins and outs of inherited accounts! https://lnkd.in/gpREwvG #InheritancePlanning #Investing #TaxStrategy #DirectedIRA #SelfDirecting #MatSorensen #Attorney #Roth #IRA

Coming to you live from Dallas, TX this Saturday (April 20th)!    Our team is thrilled to announce another fantastic lineup for what will be our 11th Self-Directed IRA Summit hosted by Directed IRA. JOIN US VIRTUALLY or in person and fill your day with expert self-directing insights, real estate strategies, and invaluable networking opportunities.    🧑💻 View Event Schedule & RSVP Today: sdirasummit.com   Use Code "FLASH100" for $100 Off In-Person Tickets!   #SDIRASummit #DirectedIRA #Retirement #RealEstate #Roth #MatSorensen

Do you believe in crypto for the long term? Consider purchasing it inside a Roth IRA or Roth 401k. Your investments grow completely tax-free. If you are interested in learning more or ready to start buying Crypto inside your IRA, hit the link below! https://lnkd.in/gH52SEy #CryptoInvesting #RothIRA #Crypto #Bitcoin #XRP #SOL #MatSorensen #DirectedIRA #CryptoRoth #Roth #401k 

The Backdoor Roth IRA opens doors for those excluded from traditional Roth IRAs. High-income earners (making $146K+ or $230K+ if married filing jointly) can benefit. If you are interested in learning more about the Backdoor Roth IRA, click the link below! https://lnkd.in/g_PWzgUh #RetirementPlanning #DirectedIRA #SelfDirect #Roth #IRA #BackdoorRoth #Backdoor #TaxAttorney #MatSorensen #Retire