by Mat Sorensen | Apr 6, 2024 | Podcast
Biden’s new Proposal is about to kill ROTH Conversion… What does President Biden’s latest proposal on Roth conversion strategies mean? Let’s break down the proposed changes and how they might affect you… A Proposal to Restrict Roth Conversions for...
by Mat Sorensen | Apr 5, 2024 | Podcast
How to Trade Crypto TAX-FREE? Crypto IRA Account Investing in cryptocurrency can yield significant profits, but navigating the tax implications can be daunting. However, there are legitimate strategies available that allow you to invest in crypto while minimizing tax...
by Mat Sorensen | Apr 3, 2024 | Podcast
How Much You Should Have in Your 401(k) by Age IRAs and 401(k)s are invaluable tools for long-term wealth accumulation. The tax benefits they offer, coupled with potential employer matches in 401(k)s, make them essential for building a comfortable retirement. However,...
by Mat Sorensen | Jan 29, 2024 | Podcast
Is This a Good Deal for my IRA? Join us as we explore the various assets your Self Directed IRA can own, from real estate to private funds and crypto. Discover the benefits and considerations of investing in different assets with your retirement account. As tax and...
by Mat Sorensen | Jan 18, 2024 | Podcast
Buying Crypto in Your IRA – Trading, Staking, and Mining In this episode of the Directed IRA Podcast, Mark and Mat get into the resurgence of interest in cryptocurrency investing. From Bitcoin hitting new highs to the SEC’s approval of ETFs, the crypto...
by Mat Sorensen | Jan 11, 2024 | Podcast
Turn Your Old Employer 401k into a Million Dollars In this episode of the Directed IRA Podcast, Mark and I discuss turning your old employer’s 401(k) into a million-dollar powerhouse. Learn how to escape the clutches of Wall Street, avoid high fees, and unlock...