by Mat Sorensen | Dec 14, 2020 | Podcast
EP 7 – 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), Traditional...
by Mat Sorensen | Dec 9, 2020 | Podcast
Episode 6: Investing in a Private Company, Private Fund, or Small Business Tax attorneys Mat Sorensen and Mark Kohler outline how self-directed IRAs and solo 401(k)s can invest in private funds and small businesses. Private funds include private equity funds, venture...
by Mat Sorensen | Nov 13, 2020 | Podcast
Episode 5: How to Invest in Real Estate with a Self-Directed IRA or Solo 401 Tax attorneys and hosts Mat Sorensen and Mark Kohler explain how your self-directed IRA or solo 401(k) can invest in real estate. Mat and Mark explain the process, rules, steps, and common...
by Mat Sorensen | Oct 28, 2020 | Podcast
Episode 4: How to Use an IRA/LLC or Checkbook IRA Join mat and mark as they break down how to set up the perfect structure to partner you IRA with other accounts or other individuals and build a mega IRA account the checkbook LLC is a unique structure that many...
by Mat Sorensen | Oct 12, 2020 | Podcast, Podcast ASC
Episode 3: Self-Directing Your IRA, What are the Rules? Tax attorneys Mat Sorensen and Mark Kohler break down the top 10 rules you should know when you self-direct your IRA and explain common structures, strategies, and IRS/legal issues self-directed IRA and solo(k)...
by Mat Sorensen | Sep 21, 2020 | Podcast, Podcast ASC
Investment Options with a Self-Directed IRA and 401(k) (Episode 2) Hosts and Tax Lawyers Mat Sorensen and Mark Kohler go into detail about all the investment options available when Self Directing a Retirement account. These include real estate (rental and flip),...
