by Mat Sorensen | Nov 29, 2023 | Podcast
Year-End Retirement Account Tips and Tricks Join Mat and Mark as they discuss end of year Tax Strategies, Retirement Insights & More! From retirement account considerations to last-minute wealth-building insights, discover the secrets the wealthy use to maximize...
by Mat Sorensen | Nov 22, 2023 | Podcast
Don’t Do This With Your Self-Directed IRA Mark and Mat provide a comprehensive breakdown of what NOT to do. From common mistakes to the lesser-known pitfalls, we’ve got you covered! Join us as we unravel the confusing bits and provide tips to safeguard...
by Mat Sorensen | Nov 9, 2023 | Blog, Most Popular
Contribution Limits Increase for Tax Year 2024 For Traditional IRAs, Roth IRAs, HSAs, SEP IRAs, and Solo 401(k)s The IRS increased the 2024 contribution limits for self-employed persons who contribute to a Solo 401(k) from $66,000 to $69,000 (employee plus employer...
by Mat Sorensen | Nov 8, 2023 | Podcast
Open Forum: 2024 Contribution Limits and Answering your Self-Directed IRA Questions! Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving deep into all of your questions on Self Directing your Roth IRA,...