by Mat Sorensen | Dec 8, 2022 | Podcast
EP. 79 Roth Conversions and Chunking Before Year End Roth conversions remain popular as many fear that tax rates will only increase in the next few years, so why not convert now at lower tax rates and let the account grow and come out tax-free at retirement. Remember,...
by Mat Sorensen | Nov 23, 2022 | Podcast
EP 78: How To Fund Your Deal with Other People’s IRAs Hosted by Mat Sorensen, bestselling author of The Self Directed IRA Handbook, and Aaron Halderman, COO of Directed IRA With special guest Bill Predebon, Founder/President, Creative Solutions Investments, LLC ...
by Mat Sorensen | Nov 17, 2022 | Podcast
EP 77: Open Forum – Self-Directed IRA Q&A on Start-Ups, Syndicates, RMD, Crypto, FDIC, Side Door Solo 401k Bestselling authors, Mat Sorensen of, “The Self-Directed IRA Handbook,” and Mark J. Kohler, “The Tax & Legal Playbook,”...
by Mat Sorensen | Nov 8, 2022 | Podcast
EP 76: New Contribution Limits 2023 Mat Sorensen and Mark J. Kohler explain everything you need to know about the increased contribution limits for 2023. They walk through the rules and common strategies people use to get more money into their retirement accounts....
by Mat Sorensen | Nov 2, 2022 | Podcast
EP 75: Roth Accounts for Realtors and Brokers As a real estate professional, you can have a major edge. There is $35 trillion in retirement accounts in the U.S. that can buy real estate! Bestselling authors, Mat Sorensen and Mark J. Kohler explain a powerful strategy...
by Mat Sorensen | Oct 27, 2022 | Podcast
Ep.74: How To Do a Kid’s Roth IRA How can you be the best parents? Get your kids saving! Bestselling authors, Mat Sorensen and Mark J. Kohler share their real-life experiences of how they got their kids set up with Roth IRAs. In this podcast episode, they walk you...
