by Mat Sorensen | Feb 23, 2022 | Podcast
EP 50 – 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 | Feb 16, 2022 | Podcast
EP 49 – Invest Your IRA in a Start-up or Small Business Investing your IRA into a Start-up is HUGE for getting great returns on your money. Diversify your investments and start looking into start-ups that could make you big money for your retirement. Small...
by Mat Sorensen | Feb 3, 2022 | Podcast
EP 48 – Saving for College: 529 vs Coverdell vs ROTH IRA There are a few options and accounts that can be used to save for college. Mat and Mark break them down the 529, Coverdell IRA (aka, ESA), and the Roth IRA and explain why a Coverdell and a kids Roth IRA...
by Mat Sorensen | Feb 2, 2022 | Blog
Self-Directed IRA investors must be aware of their self-directed IRA tax reporting responsibilities. Some of these items are completed by your IRA custodian and others are the IRA owner’s sole responsibility. Here’s a quick summary of what should be reported to the...