by Mat Sorensen | Oct 26, 2023 | Podcast
Self-Directed Case Studies: Real World Application In this YouTube video, we dive into the fascinating world of Self-Directed IRAs. Our hosts, Mat and Mark, are joined by special guests Randy Luebke, a financial advisor and co-author of Mark’s book, and John...
by Mat Sorensen | Oct 25, 2023 | Podcast
The Power of Checkbook Control: IRA LLC Explained Join Mat and Mark as they discuss Checkbook IRA/LLC’s the structure that surrounds them and the documents needed to get it right the first time! About IRA LLC’s/Checkbook IRA An IRA/LLC is an investment...
by Mat Sorensen | Oct 4, 2023 | Blog
What is a Roth IRA? A Roth IRA is a savings vehicle designed to motivate us to save for retirement. You might be asking yourself, how are we motivated to save for retirement with a single account”? The Answer = TAX BENEFITS! A Roth IRA receives taxed contributions, so...