by Mat Sorensen | Jan 29, 2024 | Podcast
Is This a Good Deal for my IRA? Join us as we explore the various assets your Self Directed IRA can own, from real estate to private funds and crypto. Discover the benefits and considerations of investing in different assets with your retirement account. As tax and...
by Mat Sorensen | Jan 18, 2024 | Podcast
Buying Crypto in Your IRA – Trading, Staking, and Mining In this episode of the Directed IRA Podcast, Mark and Mat get into the resurgence of interest in cryptocurrency investing. From Bitcoin hitting new highs to the SEC’s approval of ETFs, the crypto...
by Mat Sorensen | Jan 11, 2024 | Podcast
Turn Your Old Employer 401k into a Million Dollars In this episode of the Directed IRA Podcast, Mark and I discuss turning your old employer’s 401(k) into a million-dollar powerhouse. Learn how to escape the clutches of Wall Street, avoid high fees, and unlock...
by Mat Sorensen | Jan 8, 2024 | Blog
The start of a new year brings a series of important deadlines and requirements for Individual Retirement Arrangements (IRAs). January 31st is the first date for IRA owners to be aware of. This is the deadline for financial institutions and IRA custodians to send out...
by Mat Sorensen | Jan 6, 2024 | Blog
Valuation Update Annual Fair Market Valuation Update — Self Certification Fillable PDF eSign Form Annual Fair Market Valuation Update — IRA/LLC or 401(k)/LLC Self-Certification Fillable PDF eSign Form Fair Market Valuation for Taxable Event (Roth Conversion, In-Kind...
