by Mat Sorensen | Jun 29, 2021 | Blog
Instead of talking about how one person can’t have a $5 billion ROTH IRA, we should be talking about why everyone should have a million-dollar ROTH IRA. What have the most successful investors done to have large retirement accounts? Many of them have Self-Directed...
by Mat Sorensen | Jun 28, 2021 | Podcast
EP 31 – 401k and ROTH Strategies In this week’s episode of the Directed IRA Podcast, Mark and Mat outline a variety of strategies to help you take control of your retirement and maximize your retirement savings. Show More Mat Sorensen: Welcome, everyone,...
by Mat Sorensen | Jun 22, 2021 | Blog
When analyzing asset protection for self-directed IRAs, we must consider two types of potential threats. First, we must examine how a creditor can collect against an IRA when the creditor has a judgment or claim against the IRA owner personally. Second, and most...
by Mat Sorensen | Jun 18, 2021 | Podcast
EP 30 – Who Should I List as my Beneficiary for my Self-Directed IRA or Solo 401k Choosing a beneficiary for your retirement accounts isn’t always a clear-cut decision. In this episode of the Directed IRA podcast, Mark and Mat outline the pros and cons of...
by Mat Sorensen | Jun 9, 2021 | Podcast
EP 29 – Can You Move Crypto Into Your Roth IRA? Mark and Mat answer your questions about owning crypto in a Roth IRA, like: “Can you move crypto you already own to a Roth IRA?” “How do I save taxes on crypto I already own?” “If I...
