by Mat Sorensen | Apr 5, 2021 | Podcast
EP 19 – 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 | Mar 30, 2021 | Podcast
EP 18 – Roth IRA Conversions and Chunking Strategies Roth IRAs and Roth 401(k)s grow and come out tax-free at retirement. Mark and Mat outline the steps to get to Roth (it’s for high-income earners too) from traditional IRA or 401(k)s and cover the sweet...
by Mat Sorensen | Mar 22, 2021 | Podcast
EP 17 – When Does Your IRA Have to Pay Taxes? UBIT and UDFI Explained Mark and Mat explain the two taxes that can apply to your IRA or other retirement accounts. These taxes, Unrelated Business Income Tax “UBIT” and Unrelated Debt-Financed Income Tax...
by Mat Sorensen | Mar 10, 2021 | Podcast
EP 16 – How to Invest in Bitcoin and Other Cryptocurrency with a Self-Directed IRA or 401k Mat and Mark outline how you can invest in Bitcoin and other Cryptocurrency with an IRA or 401k. They go over the three strategies available which can all be accomplished...
by Mat Sorensen | Feb 22, 2021 | Podcast
EP 15 – How to Invest in a Private Company Before They List on the Public Exchanges (pre-IPO) Special Webinar Episode: Join Mat Sorensen and Aaron Halderman of Directed IRA along with Special Guest Chris Loeffler CEO and Co-Founder of Caliber as they discuss...
by Mat Sorensen | Feb 22, 2021 | Podcast
EP 14 – OPEN FORUM SHOW – Self-Directed Retirement Plan Questions Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. We’re going to be talking about farm animals, real estate, cryptocurrency, stable coins, and...