by Mat Sorensen | Oct 12, 2021 | Blog
The proposed $3.5 trillion budget-reconciliation package still working its way through Congress contains two provisions that will restrict IRA investments into startups, small businesses, and real estate LLCs. These provisions came as a surprise to the over one...
by Mat Sorensen | Oct 4, 2021 | Podcast
EP 41 – Buying and Selling Land in Your IRA In this Podcast, we covered buying raw land in your IRA or Solo 401(k) for investment holding or to be improved and sold for profit. Mat and Mark explain the prohibitive transaction issues, structuring problems, and...
by Mat Sorensen | Oct 1, 2021 | Blog
Now is the time to speak up if you care about investment choice in your IRA. Our ability to invest our IRAs into real estate, LLCs, small businesses, and start-ups is at risk if the current $3.5 trillion reconciliation bill passes as drafted. This bill is over 800...
by Mat Sorensen | Oct 1, 2021 | Podcast
EP 40 – Fixing an Excess Roth Contribution In this episode of the Directed IRA Podcast, Mark and Mat explain when you need to fix an excess Roth contribution in the event your income exceeded Roth contribution requirements. Show More Episode text coming soon!...
