by Mat Sorensen | Aug 1, 2024 | Coverdell, Podcast, Roth IRA
How to Pay for College Without Student Loans: Using Coverdell, Roth IRA,& 529 Plans Explained! Welcome to another episode of the Directed IRA Podcast! In this episode, Mat Sorensen and Mark J. Kohler dive into the critical topic of funding college education...
by Mat Sorensen | Feb 6, 2024 | Blog, Coverdell, Podcast
Self-Directed IRA investors must be aware of their self-directed IRA tax reporting responsibilities. Some of these items are completed by your IRA custodian, and others are the IRA owner’s sole responsibility. Here’s a quick summary of what should be reported to the...
by Mat Sorensen | Jan 8, 2024 | Blog, Coverdell, Podcast
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 | Sep 7, 2022 | Backdoor Roth IRA, Coverdell, Podcast
EP 69: Student Loan Debt Crisis and The Solution – Coverdell ESAs, 529 and Roth IRAs This episode is a must listen to for any parent! Total Student Loan Debt is $1.75 trillion. The average amount per borrower is $29,000. There are 2.4 million retirees who...
by Mat Sorensen | Jun 6, 2022 | Coverdell, Podcast
EP 60: How to move my IRA or 401(k) around? In this podcast episode Mat and Mark discuss how to transfer or rollover your IRA, 401(K), Coverdell, and HSA. Learn how to unlock your retirement account and invest in what you know with a Self-Directed IRA or 401(k). ...
by Mat Sorensen | Mar 28, 2022 | Coverdell, Podcast
EP 54 – Open Forum Show – Self-Directed Retirement Plan Questions Join Mark and Mat 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),...