by Mat Sorensen | Dec 31, 2020 | Blog
Roth conversions remain popular as many fear that tax rates will only increase in the next few years, so why not convert now at lower tax rates and let the account grow and come out tax-free at retirement. Remember, if you have a traditional IRA or 401(k), then that...
by Mat Sorensen | Dec 30, 2020 | Blog
Solo 401(k)s have become a popular retirement plan option for self-employed persons. Unfortunately, many plans are not properly maintained and are at the risk of significant penalty and/or plan termination. If you have a Solo 401(k), you need to ensure that the 401(k)...
by Mat Sorensen | Dec 29, 2020 | Blog
Bitcoin, Ethereum, Litecoin, and other cryptocurrencies have seen dramatic price increases this year. Have you thought about cashing in? Are you wondering how will you be taxed? Cryptocurrency is a Capital Asset The IRS has clearly stated that cryptocurrency (aka...
by Mat Sorensen | Dec 21, 2020 | Podcast
EP 8 – Starting a Business with Your Self-Directed IRA or 401(k) Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA,...
by Mat Sorensen | Dec 14, 2020 | Podcast
EP 7 – OPEN FORUM SHOW – Self-Directed Retirement Plan Questions Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional...