by Mat Sorensen | Jan 25, 2022 | Podcast
EP 47 – Open Forum Show 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 IRA, Coverdell, HSA, and more. To submit your...
by Mat Sorensen | Jan 11, 2022 | Blog
As 2021 has come to an end, it is critical that Solo 401(k) owners understand when and how to make their 2021 contributions. There are three important deadlines you must know if you have a Solo 401(k) or if you plan to set one up still for 2021. A Solo 401(k) is a...
by Mat Sorensen | Jan 6, 2022 | Podcast
EP 46 – The Truth About IRA/LLCs: Alive and Well Attorneys Mat Sorensen and Mark Kohler discuss the IRA LLC (AKA, Checkbook IRA) structure and dispel the myths being promoted by others as a result of the recent tax court case, McNulty v. Commissioner. This case...
