by Mat Sorensen | Jan 29, 2021 | Podcast
Ep 11: Can I own GameStop Stock in my Roth IRA or Solo(k) Mark and Mat explain how Main Street and Wall Street have been pitted against each other in trading GameStop stock and why a Roth IRA or Roth 401k (tax-free) should be used when making large gains in an...
by Mat Sorensen | Jan 26, 2021 | Blog
When IRA-owned property is held for rent, the management of the rental property must be structured such that rental income is received by the IRA and expenses are paid by the IRA. The IRA owner and other disqualified persons (e.g. IRA owner, spouse, etc.) cannot...
by Mat Sorensen | Jan 25, 2021 | Podcast
EP 10 – Private Lending and Hard Money Loans with a Self-Directed IRA or Solo 401k Mat, Mark, and special guest Aaron Halderman, SVP Directed IRA and publisher of the Noteworthy Newsletter discuss private lending basics with an IRA or solo(k). They go over...
by Mat Sorensen | Jan 19, 2021 | Podcast
EP 9 – Investing in Bitcoin and other Cryptocurrency with a Self-Directed IRA or Solo(k) Tax lawyers Mat Sorensen and Mark Kohler explain how you can own Bitcoin and other cryptocurrencies with a self-directed IRA. They outline the legal and tax issues when...
by Mat Sorensen | Jan 15, 2021 | Blog
COVERDELL ESA Kids are going back to school after the break and it’s a great time to think about college and to make financial plans for your children or grandchildren’s education. As you consider the different plan options, you’ll want to make sure you know the two...