by Mat Sorensen | Oct 27, 2022 | Podcast
Ep.74: How To Do a Kid’s Roth IRA How can you be the best parents? Get your kids saving! Bestselling authors, Mat Sorensen and Mark J. Kohler share their real-life experiences of how they got their kids set up with Roth IRAs. In this podcast episode, they walk you...
by Mat Sorensen | Oct 18, 2022 | Podcast
Ep.73: Solo 401k Structure and Strategies Download Presentation Slides Here. In this webinar Mat Sorensen, CEO and Aaron Halderman, COO of Directed IRA discussed everything you need to know about Solo 401(k)s including: 4 Key Points to Consider When Using a Solo...
by Mat Sorensen | Oct 12, 2022 | Podcast
Ep.72: 6 Common Mistakes Investors Make with IRA LLCs and Checkbook IRAs The IRA LLC and Checkbook IRA is one of the best tax savings tools. It provides many opportunities but you’ve got to know the rules to avoid making mistakes. Think of this podcast episode as your...
by Mat Sorensen | Oct 6, 2022 | Blog
Many self-directed investors have the option of choosing between a self-directed IRA or a self-directed solo 401k. Both accounts can be self-directed so that you can invest in any investment allowed by law such as real estate, LLCs, precious metals, or private company...
by Mat Sorensen | Oct 3, 2022 | Blog
Have you taken a loan from your employer 401(k) plan and plan on leaving? Unfortunately, most company plans will require you to repay the loan within 60 days, or they will distribute the amount outstanding on the loan from your 401(k) account. Its one of the ways they...
