FREE ROTH CONVERSION CHEAT SHEET
Roth Conversion Cheat Sheet
Learn how Roth conversions work, when they make sense, and when they don’t.
Get practical strategies for timing a conversion, managing the tax impact, using partial conversions, and moving more retirement wealth into Roth for tax-free growth.
Meet Mat Sorensen
Mat Sorensen is the Founder and CEO of Directed IRA & Directed Trust Company, an INC 500 company with over $3B in assets and 1,134% growth in the last three years. He leads one of the fastest-growing custodians for self-directed IRAs, helping investors deploy retirement dollars into real estate, private funds, and alternative assets. Mat is the author of The Self-Directed IRA Handbook, the industry’s most widely used guide with over 50,000 copies sold. He also holds advisory roles with KKOS Lawyers and Main Street Business Services and co-hosts two top-ranked podcasts for investors and entrepreneurs.
My Companies & Events
