by Mat Sorensen | Nov 4, 2021 | Coverdell, Podcast
EP 42 – 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 | Aug 20, 2021 | Coverdell, Podcast
EP 36 – 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 | 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...
by Mat Sorensen | May 14, 2021 | Coverdell, Podcast, Solo 401k
EP 25 – Extension Deadlines: IRA & 401k Strategies Extension dates in ANY year bring with them other important deadlines regarding IRA, Roth, HSA, and ESA contributions. Mat and Mark break down the #s and the strategies to consider when facing these regular...
by Mat Sorensen | May 4, 2021 | Coverdell, Podcast
EP 23 – The Coverdell ESA and How to Maximize it! The Coverdell ESA – or Educational Savings Account is one of the best options to save for college expenses tax-free. Like a ROTH IRA or Health Savings Account, any investments inside the ESA will grow tax-free...
by Mat Sorensen | Jan 15, 2021 | Blog, Coverdell, Podcast
COVERDELL ESA Kids are going back to school after the break and it’s a great time to think about college and to make financial plans for your children or grandchildren’s education. As you consider the different plan options, you’ll want to make sure you know the two...
