by Mat Sorensen | May 25, 2021 | Blog
Avoid taxes and the headache of reporting to the IRS by buying crypto with your IRA. There are 3 major benefits to buying Crypto with your IRA: The gains from buying and selling crypto are not taxable when done in your IRA. Similar to buying and selling stock in your...
by Mat Sorensen | May 24, 2021 | Podcast
EP 26 – What is a Health Savings Account (HSA) and How Can You Self-Direct It? Self-direct your HSA and invest in what you know. Listen as Mark shows how he uses his HSA to invest in owning Cows, Hay, Crypto Mining, and a rental in Chicago that he bought ten...
by Mat Sorensen | May 14, 2021 | Podcast
EP 25 – Extension Deadlines: IRA & 401k Strategies Extension dates in ANY year bring with them other important deadlines regarding IRA, Roth, HSA, and ESA contributions. Mat and Mark break down the #s and the strategies to consider when facing these regular...
by Mat Sorensen | May 10, 2021 | Podcast
EP 24 – OPEN FORUM – Answering Your Self-Directing 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...
by Mat Sorensen | May 4, 2021 | Podcast
EP 23 – The Coverdell ESA and How to Maximize it! The Coverdell ESA – or Educational Savings Account is one of the best options to save for college expenses tax-free. Like a ROTH IRA or Health Savings Account, any investments inside the ESA will grow tax-free...
