The 12th

SELF-DIRECTED

IRA SUMMIT

April 26, 2025 | Austin, TX

Buy Your Ticket

Early Bird Pricing Ends 01/31/2025

Why you should attend the 12th SDIRA Summit:

Gain expert insights on self-directed plans and how to maximize alternative asset opportunities.
Master tax and asset protection.
Utilize Self-Directed Roth IRAs for tax-free generational wealth building.
Simplify control and investment transactions with an IRA/LLC.
Dive into real estate investments and strategies from experienced investors.
Expand your knowledge of IRA rules and prohibited transactions.
Uncover Solo 401(k) benefits.
Learn from real-world case studies.
Elevate your investment strategies and network with like-minded attendees

Buy Your Ticket

EVENT SCHEDULE

Friday – April 25 (optional)

6:00 pm – 7:30 pm

Welcome and Networking Reception, All Attendees Invited

(hors’ d’oeuvres and cash bar)

Saturday – April 26

7:00 am – 8:30 am

Registration, Enjoy Coffee and Tea

8:30 am – 8:35 am

Welcome & Opening Remarks

with Aaron Halderman

8:35 am – 9:00 am

Adding Alternative Assets to Your Retirement and Overall Financial Plan

with Mat Sorensen

9:00 am – 9:30 am

How to Self-Direct and What Are Your Options

with Mat Sorensen

9:30 am – 10:00 am

Self-Directed IRA Rules & Prohibited Transactions

with Mat Sorensen

10:00 am – 10:30 am

Coffee Break

10:30 am – 11:00 am

Buying Real Estate With and Without Debt

with Nate Hare

11:00 am – 11:30 am

Note Investing

with Aaron Halderman

11:30 am – 12:00 pm

Real Estate Panel: Case Studies and Real Deals

12:00 pm – 1:00 pm

LUNCH, Included with VIP ticket

1:00 pm – 1:30 pm

IRA/LLC (Checkbook Control) and Partnering Options

with Mat Sorensen

1:30 pm – 2:15 pm

Trifecta – Tax and Legal Plan to Save Taxes and Protect Your Assets

with Mark J. Kohler

2:15 pm – 3:00 pm

Roth IRA vs. HSA, Traditional IRA & Solo 401k

with Mat Sorensen and Mark J. Kohler

3:00 pm – 3:15 pm

Coffee Break

3:15 pm – 4:00 pm

Alt Asset Panel, Popular Alternative Assets for Your IRA

4:00 pm – 5:00 pm

Advanced SDIRA Strategies & Supercharging Your Accounts

with Mat Sorensen

5:00 pm – 6:00 pm

LIVE Directed IRA Podcast

6:00 pm – 8:00 pm

Closing Reception and Networking

(hors’ d’oeuvres and cash bar)

Virtual Pass

$ 149

Full Video Access to the Entire Summit via Livestream
All Presentations Included
6 Months of Access to all Recordings, Presentations, and Workbook Slides

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General Admission

$249

General Admission Seating
Access To All Speaker Sessions
Welcome Reception April 19th (appetizers + cash bar)
Access to After Hours Party and LIVE Directed IRA Podcast
6 Months of Access to all Recordings, Presentations, and Workbook Slides

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VIP Admission

$ 399

Limited Tickets Available
VIP Reserved Seating
Access To All Speaker Sessions
Welcome Reception April 19th (appetizers + 2 drink tickets)
Access to After Hours Party and LIVE Directed IRA Podcast + 2 Drink Tickets
6 Months of Access to all Recordings, Presentations, and Workbook Slides
Lunch Provided

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Austin Southpark Hotel

Austin, Texas

This upscale hotel combines modern comfort with Texas charm, offering attendees a convenient and luxurious place to stay. With its central location just minutes from downtown Austin and easy access to Austin-Bergstrom International Airport, the Austin Southpark Hotel provides the perfect blend of comfort and accessibility for Summit guests.

CLICK HERE FOR MORE INFO

Address:

4140 Governors Row,

Austin, Texas, 78744

Event Speakers

MAT SORENSEN

Directed IRA/KKOS Lawyers

Founder and CEO of Directed IRA & Directed Trust Company, is an attorney, best-selling author, and a national speaker and expert on self-directed retirement accounts.

Mat has been at the forefront of the self-directed IRA industry since 2006. He wrote The Self-Directed IRA Handbook, which is the most widely used book in the self-directed IRA industry that has sold over 60,000+ copies.

Mat is also a VIP Contributor at Entrepreneur and has been cited, referenced, or quoted by the Wall Street Journal, Forbes, and The Guardian on self-directed topics.

Mark J. Kohler

KKOS Lawyers/Directed IRA

Co-Founder and Board Member of Directed IRA & Directed Trust Company, is an attorney, CPA, and best-selling author of 4 books (3 of which have chapters on self-directed IRAs).

Mark J. Kohler, M.Pr.A., C.P.A., J.D., is a best-selling author; national speaker; radio show host; writer and video personality for Entrepreneur.com; regular television commentator on tax and legal issues; real estate investor; senior partner in the law firm, Kyler, Kohler, Ostermiller & Sorensen. Mark has advised thousands of SDIRA clients since 2004.

Mark received his B.S. and M.Pr.A. in Accounting from the University of Utah and his Juris Doctor from Willamette University in 2000.