by Mat Sorensen | Jun 8, 2021 | Podcast
EP 28 – Roth IRAs for Kids: Rules and Steps to Establish Mark and Mat explain how you can open and fund a ROTH IRA for your children, grandchildren, or even your nieces and nephews. Pass on a legacy. Show More Mark Kohler: Welcome, everybody, to this kind of...
by Mat Sorensen | Jun 3, 2021 | Podcast
EP 27 – 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),...
by Mat Sorensen | Jun 1, 2021 | Blog
Many self-directed IRA investors use an IRA/LLC (aka “checkbook-controlled IRA”) to hold their self-directed IRA investments. For an overview, see my video here. When using the IRA/LLC structure, the name of the LLC is on the title to the assets, and the LLC’s bank...