by Mat Sorensen | Feb 16, 2021 | Podcast
EP 13 – What Happens to an IRA or 401k when the owner dies? This week on the Directed IRA Podcast make sure to join mark and mat as they discuss all the variables for the best tax, legal, and family planning situation when it comes to inheriting an IRA or 401k....
by Mat Sorensen | Feb 5, 2021 | Podcast
EP 12 – Due Diligence Top Ten List When Investing Mark and Mat go over the top ten items you should consider when making an investment. Whether using a self-directed IRA or other funds, these ten items or more (we may go over ten) are critical to consider when...
by Mat Sorensen | Jan 29, 2021 | Podcast
Ep 11: Can I own GameStop Stock in my Roth IRA or Solo(k) Mark and Mat explain how Main Street and Wall Street have been pitted against each other in trading GameStop stock and why a Roth IRA or Roth 401k (tax-free) should be used when making large gains in an...
by Mat Sorensen | Jan 25, 2021 | Podcast
EP 10 – Private Lending and Hard Money Loans with a Self-Directed IRA or Solo 401k Mat, Mark, and special guest Aaron Halderman, SVP Directed IRA and publisher of the Noteworthy Newsletter discuss private lending basics with an IRA or solo(k). They go over...
by Mat Sorensen | Jan 19, 2021 | Podcast
EP 9 – Investing in Bitcoin and other Cryptocurrency with a Self-Directed IRA or Solo(k) Tax lawyers Mat Sorensen and Mark Kohler explain how you can own Bitcoin and other cryptocurrencies with a self-directed IRA. They outline the legal and tax issues when...
by Mat Sorensen | Dec 21, 2020 | Podcast
EP 8 – Starting a Business with Your Self-Directed IRA or 401(k) 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,...
