by Mat Sorensen | Sep 3, 2021 | Backdoor Roth IRA, Blog
Many investors and financial professionals are familiar with the primary benefits of a Roth IRA: that the plan’s investments grow tax-free and come out tax-free. But if tax-free investing isn’t enough to get you excited, rest assured, there are more benefits to...
by Ryan Hyde | Jul 30, 2021 | Backdoor Roth IRA, Podcast
EP 35 – Getting Unstuck with Self Directing Mark and Mat explain ways people get stuck when it comes to self-directing their retirement account (not enough money, don’t have a deal) and give ideas and strategies on how to get unstuck so that you can...
by Mat Sorensen | Jul 23, 2021 | Backdoor Roth IRA, Podcast
EP 34 – Should Insurance Be Used For Retirement? Retirement Insurance Plans: Are they a practical option? Mark and Mat weigh in on this controversial topic in this episode of the Directed IRA Podcast. They cover the key differences between a retirement insurance...
by Mat Sorensen | Jul 8, 2021 | Backdoor Roth IRA, Podcast
EP 32 – Open Forum – Answering Your Self-Directing Questions Join Mat and Mark as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional...
by Mat Sorensen | Jun 9, 2021 | Backdoor Roth IRA, Podcast
EP 29 – Can You Move Crypto Into Your Roth IRA? Mark and Mat answer your questions about owning crypto in a Roth IRA, like: “Can you move crypto you already own to a Roth IRA?” “How do I save taxes on crypto I already own?” “If I...
by Mat Sorensen | Jun 8, 2021 | Backdoor Roth IRA, Coverdell, Podcast
EP 28 – Roth IRAs for Kids: Rules and Steps to Establish Mark and Mat explain how you can open and fund a ROTH IRA for your children, grandchildren, or even your nieces and nephews. Pass on a legacy. Show More Mark Kohler: Welcome, everybody, to this kind of...