by Mat Sorensen | Dec 28, 2022 | Podcast
Ep.81 How much do you need in your IRA or 401k to retire? Download Presentation Slides Here. How much do you need in your IRA or 401k to retire? The Formula You Will Need. Hosted by Mat Sorensen, bestselling author of The Self Directed IRA Handbook, and Aaron...
by Mat Sorensen | Dec 13, 2022 | Podcast
Ep.80 Backdoor Roth IRA for 2023 and Beyond Roth IRAs can be established and funded for high-income earners by using what is known as the “back door” Roth IRA contribution method. Many high-income earners believe that they can’t contribute to a Roth IRA because they...
by Mat Sorensen | Dec 8, 2022 | Podcast
EP. 79 Roth Conversions and Chunking Before Year End Roth conversions remain popular as many fear that tax rates will only increase in the next few years, so why not convert now at lower tax rates and let the account grow and come out tax-free at retirement. Remember,...
