by Mat Sorensen | Dec 21, 2021 | Podcast
EP 45 – Roth Conversions before Year End Live Free or Die Hard Join Mat and Mark as they discuss why and how to convert IRA money to Roth before year-end. What will President Biden’s new law do to Roth Conversions in the future? Learn your options and how...
by Mat Sorensen | Dec 15, 2021 | Podcast
EP 44 – Getting Money In and Out of Your IRA Without Screwing It Up There are common mistakes people make when getting money in and out of their IRA and other retirement accounts. Mat and Mark outline the common contribution, distribution, and funding mistakes...
by Mat Sorensen | Dec 1, 2021 | Podcast
EP 43 – Legislative Update and Open Forum Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions and give a legislative update. Mat and Mark dive deep into all of your questions on Self Directing your Roth IRA, 401(k),...
