by Mat Sorensen | Jun 28, 2021 | Podcast
EP 31 – 401k and ROTH Strategies In this week’s episode of the Directed IRA Podcast, Mark and Mat outline a variety of strategies to help you take control of your retirement and maximize your retirement savings. Show More Mat Sorensen: Welcome, everyone,...
by Mat Sorensen | Jun 18, 2021 | Podcast
EP 30 – Who Should I List as my Beneficiary for my Self-Directed IRA or Solo 401k Choosing a beneficiary for your retirement accounts isn’t always a clear-cut decision. In this episode of the Directed IRA podcast, Mark and Mat outline the pros and cons of...
by Mat Sorensen | Jun 9, 2021 | Podcast
EP 29 – Can You Move Crypto Into Your Roth IRA? Mark and Mat answer your questions about owning crypto in a Roth IRA, like: “Can you move crypto you already own to a Roth IRA?” “How do I save taxes on crypto I already own?” “If I...
by Mat Sorensen | Jun 8, 2021 | 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 | Jun 3, 2021 | Podcast
EP 27 – 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 | May 24, 2021 | Podcast
EP 26 – What is a Health Savings Account (HSA) and How Can You Self-Direct It? Self-direct your HSA and invest in what you know. Listen as Mark shows how he uses his HSA to invest in owning Cows, Hay, Crypto Mining, and a rental in Chicago that he bought ten...
