by Mat Sorensen | Feb 16, 2022 | Podcast
EP 49 – Invest Your IRA in a Start-up or Small Business Investing your IRA into a Start-up is HUGE for getting great returns on your money. Diversify your investments and start looking into start-ups that could make you big money for your retirement. Small...
by Mat Sorensen | Feb 3, 2022 | 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 | Jan 25, 2022 | 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 | 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 21, 2021 | Podcast
EP 45 – Roth Conversions before Year End Live Free or Die Hard Join Mat and Mark as they discuss why and how to convert IRA money to Roth before year-end. What will President Biden’s new law do to Roth Conversions in the future? Learn your options and how...
by Mat Sorensen | Dec 15, 2021 | Podcast
EP 44 – Getting Money In and Out of Your IRA Without Screwing It Up There are common mistakes people make when getting money in and out of their IRA and other retirement accounts. Mat and Mark outline the common contribution, distribution, and funding mistakes...