by Mat Sorensen | May 14, 2021 | Podcast
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 10, 2021 | Podcast
EP 24 – OPEN FORUM – Answering Your Self-Directing 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), Traditional...
by Mat Sorensen | May 4, 2021 | 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 | Apr 27, 2021 | Podcast
EP 22 – Investing in Rentals, Flips, and Vacation Homes With Your IRA Yes, your IRA can own real estate. From the rental down the street, to a flip in another city, to a short-term vacation rental – these are all investments you can own with a...
by Mat Sorensen | Apr 20, 2021 | Podcast
EP 21 – Strategies For Moving an IRA or Old 401k to a Self-Directed IRA Mat and Mark cover how to move your money from an old IRA and 401(k) to a Self-Directed Account. They cover some game-changing strategies including the In-Kind Rollover strategy, which will...
by Mat Sorensen | Apr 12, 2021 | Podcast
EP 20 – IRA Partnering With Individuals or Other Accounts Partnering in your IRA and other retirement accounts can be a powerful strategy that can open the doors to more investment opportunities. But, buyer beware, there are some unique rules that come with...
