by Trysten Will | Jun 28, 2022 | Podcast
EP 62: Solo 401(k) Required Filings and Avoiding Common Mistakes Mat and Mark outline common mistakes made in solo 401(k)s (aka, QRPs) when it comes to creation, documentation, contributions, handling of funds, and filings. They cover plan documents and update...
by Mat Sorensen | Jun 22, 2022 | Blog, Latest Posts
Solo 401(k)s have become a popular retirement plan option for self-employed persons. These plans put the business owner in control of the plan but with that control also comes responsibility. Unfortunately, many solo 401(k) plans are not properly maintained and are at...
by Trysten Will | Jun 20, 2022 | Podcast
EP 61: Analyzing a Rental Property & Investing with your Self-Directed IRA In this webinar/podcast episode, Mat Sorensen and Aaron Halderman are Interviewing national real estate expert Marco Santarelli of Norada Real Estate on how to analyze a potential rental...
by Trysten Will | Jun 6, 2022 | Podcast
EP 60: How to move my IRA or 401(k) around? In this podcast episode Mat and Mark discuss how to transfer or rollover your IRA, 401(K), Coverdell, and HSA. Learn how to unlock your retirement account and invest in what you know with a Self-Directed IRA or 401(k). ...
by Trysten Will | Jun 1, 2022 | Podcast
EP 59 – Open Forum – Answering your difficult Self-Directed IRA questions Join Mat & Mark as they answer your difficult Self-Directed retirement plan questions. Diving deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional...
