by Mat Sorensen | Feb 23, 2022 | Coverdell, Podcast
EP 50 – 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),...
by Mat Sorensen | Feb 3, 2022 | Coverdell, Podcast
EP 48 – Saving for College: 529 vs Coverdell vs ROTH IRA There are a few options and accounts that can be used to save for college. Mat and Mark break them down the 529, Coverdell IRA (aka, ESA), and the Roth IRA and explain why a Coverdell and a kids Roth IRA...
by Mat Sorensen | Feb 2, 2022 | 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 25, 2022 | Coverdell, Podcast
EP 47 – Open Forum Show 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), Traditional IRA, Coverdell, HSA, and more. To submit your...
by Mat Sorensen | Jan 6, 2022 | Coverdell, Podcast
EP 46 – The Truth About IRA/LLCs: Alive and Well Attorneys Mat Sorensen and Mark Kohler discuss the IRA LLC (AKA, Checkbook IRA) structure and dispel the myths being promoted by others as a result of the recent tax court case, McNulty v. Commissioner. This case...
by Mat Sorensen | Dec 1, 2021 | Coverdell, Podcast
EP 43 – Legislative Update and Open Forum Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions and give a legislative update. Mat and Mark dive deep into all of your questions on Self Directing your Roth IRA, 401(k),...
