by Mat Sorensen | Dec 29, 2023 | Podcast
Solo 401(k) Contribution Limits and Deadlines – 2024 Welcome to the Direct IRA Podcast! In this episode, we’re getting into the ins and outs of Solo 401(k)s – the top self-directed account for the self-employed. Join Mat Sorensen and Nate Hare as they tear...
by Mat Sorensen | Dec 29, 2023 | Blog
As 2023 comes to an end it’s important for Solo 401(k) owners to understand the deadlines and rules for their contributions. Let’s discuss the critical aspects and dates that Solo 401(k) owners must know. There are three important deadlines you must know if you have...
by Mat Sorensen | Dec 28, 2023 | Podcast
Cryptocurrency and Precious Metals in Your Retirement Account Explore IRA investments in precious metals like gold, silver, platinum, palladium, and cryptocurrencies such as Bitcoin, Ethereum, and more! Join us as we get right into the rules, qualifications, storage,...
by Mat Sorensen | Dec 20, 2023 | Podcast
How to take YOUR Small Business to a Publicly Traded Company Managing Alternative Assets Welcome to this week’s Directed IRA Special Podcast Episode! Today, we had the opportunity to speak with Chris Loeffler, the CEO of Caliber Wealth. Listen as Chris explains...
by Mat Sorensen | Dec 14, 2023 | Podcast
Everything You Need to Know About the Backdoor Roth IRA in 2024 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...