What if your retirement account could invest in private real estate, real estate syndications, private equity, and other alternative investments—not just stocks, bonds, and mutual funds?

In this episode of Wealth Unfiltered, we sit down with Matt Sorensen, CEO of Directed IRA and a leading expert on self-directed retirement accounts, to break down how investors can use retirement capital to access alternative investments and what they need to understand before getting started.

Matt is the bestselling author of The Self-Directed IRA Handbook and has specialized in self-directed retirement accounts since 2006. He shares practical insights into the rules, investment structures, and tax considerations that can make these strategies possible.

In this episode, you'll learn:

• How a self-directed IRA works and how it differs from a traditional IRA.

• How to use an existing IRA or eligible former-employer 401(k) to invest in private real estate.

• When an IRA can invest directly in a real estate fund versus using an IRA-owned LLC.

• The difference between traditional and Roth IRAs, including Roth conversions.

• What prohibited transactions mean and which transactions with disqualified people can create serious problems.

• How unrelated business income tax (UBIT) can affect retirement accounts investing in certain businesses or real estate development deals.

• Why private investment funds are becoming an increasingly important option for retirement investors.

• What investors, real estate sponsors, and financial advisors should understand about the future of retirement capital.

Matt also explains why the right investment structure matters—and why understanding the rules before moving your money is essential.

Whether you're a real estate investor, passive investor, syndication sponsor, financial advisor, or someone exploring new ways to build long-term wealth, this conversation will help you better understand the opportunities and complexities of self-directed retirement investing.

🎧 Listen to the full episode of Wealth Unfiltered for a practical conversation about retirement accounts, private real estate investing, tax considerations, and the options investors may be overlooking.

Connect with Matt Sorensen: https://directedira.com

Presented by SponsorCloud: Raising capital is only part of building a successful real estate investment business. SponsorCloud connects investor CRM, fundraising pipelines, and deal management in one platform so sponsors can spend less time managing processes and more time building investor relationships.

Learn more: https://sponsorcloud.io/unfiltered

Disclaimer: This episode is for educational and informational purposes only and is not tax, legal, or investment advice. Retirement account rules and tax consequences depend on individual circumstances. Consult qualified professionals before making investment or retirement account decisions.