by Mat Sorensen | Sep 26, 2023 | Blog
So, you’ve decided to commit to a Roth conversion. There are a few things to know before you begin submitting your requests to your current custodian. There is a right way and a right time to do a Roth conversion. When you decide to do a conversion, you want to do it...
by Mat Sorensen | Sep 21, 2023 | Podcast
Open Forum: Answering your Self-Directed Account Questions! Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving deep into your questions on Self-directing your Roth IRA, 401(k), Traditional IRA,...
by Mat Sorensen | Sep 13, 2023 | Podcast
Don’t Miss the Solo 401K Deadline – They’re Here In this episode, we break down the deadlines and strategies for contributing to your Solo 401(k) plan. If you’re an S Corporation owner or a sole proprietor, this information is crucial. Discover...
by Mat Sorensen | Sep 11, 2023 | Podcast
Top 10 IRA Questions and Answers 2023 In this episode, Mat goes solo to tackle the most pressing Roth IRA questions of 2023. Whether you’re considering a Roth IRA or exploring self-directing options, Mat provides thorough answers and valuable insights to help...
