by Mat Sorensen | Jan 3, 2024 | Podcast
Tax-Free Investing & Contribution Deadlines: Your Self-Directed Account Questions Answered Mat and Mark discuss crucial deadlines for Roth conversions, clarifying the 2023 tax implications and compliance requirements for various LLC-owned retirement accounts....
by Mat Sorensen | Dec 29, 2023 | Podcast
Solo 401(k) Contribution Limits and Deadlines – 2024 Welcome to the Direct IRA Podcast! In this episode, we’re getting into the ins and outs of Solo 401(k)s – the top self-directed account for the self-employed. Join Mat Sorensen and Nate Hare as they tear...
by Mat Sorensen | Dec 28, 2023 | Podcast
Cryptocurrency and Precious Metals in Your Retirement Account Explore IRA investments in precious metals like gold, silver, platinum, palladium, and cryptocurrencies such as Bitcoin, Ethereum, and more! Join us as we get right into the rules, qualifications, storage,...
by Mat Sorensen | Dec 20, 2023 | Podcast
How to take YOUR Small Business to a Publicly Traded Company Managing Alternative Assets Welcome to this week’s Directed IRA Special Podcast Episode! Today, we had the opportunity to speak with Chris Loeffler, the CEO of Caliber Wealth. Listen as Chris explains...
by Mat Sorensen | Dec 14, 2023 | Podcast
Everything You Need to Know About the Backdoor Roth IRA in 2024 Roth IRAs can be established and funded for high-income earners by using what is known as the “back door” Roth IRA contribution method. Many high-income earners believe that they can’t contribute to a...
by Mat Sorensen | Dec 7, 2023 | Podcast
Your Questions: Roth Conversions and Backdoor Roth IRA Mat and our Executive Director Nate discuss the intricacies of Roth conversions and contributions, addressing questions related to traditional IRA to Roth IRA conversions, the nuances of the five-year rule,...