by Mat Sorensen | Apr 25, 2024 | Podcast
51 minutes of Pure Advice on how to Build Wealth In this exclusive live audience podcast, recorded at the Self-Directed IRA Summit, @MarkJKohler and I talk about how powerful the tool of self-directing is. Joined by seasoned self-directed investors John Shekachi and...
by Mat Sorensen | Apr 12, 2024 | Podcast
Lawyer EXPLAINS: What to do if you have an Inherited IRA Losing a loved one is always a difficult experience, and dealing with the complexities of their estate can add additional stress. If you’ve inherited a retirement account, you may be unsure about what...
by Mat Sorensen | Apr 11, 2024 | Podcast
Who Should be YOUR Beneficiary of your IRA or 401K? Real estate investing, business ownership, and retirement accounts are the three primary avenues through which we see individuals build wealth in America. With $38 trillion in retirement accounts alone, these avenues...
by Mat Sorensen | Apr 6, 2024 | Podcast
Biden’s new Proposal is about to kill ROTH Conversion… What does President Biden’s latest proposal on Roth conversion strategies mean? Let’s break down the proposed changes and how they might affect you… A Proposal to Restrict Roth Conversions for...
by Mat Sorensen | Apr 5, 2024 | Podcast
How to Trade Crypto TAX-FREE? Crypto IRA Account Investing in cryptocurrency can yield significant profits, but navigating the tax implications can be daunting. However, there are legitimate strategies available that allow you to invest in crypto while minimizing tax...