by Mat Sorensen | Aug 28, 2024 | Investing, Podcast, Roth IRA, Solo 401k
Best Retirement Options for Freelancers in 2024 In this episode, Mat Sorensen and Mark J. Kohler discuss a topic crucial for freelancers, independent contractors, and all those hustling to make a living without the traditional benefits of a 401(k). If you’re a...
by Mat Sorensen | Jul 28, 2024 | Podcast, Solo 401k
Solo 401(k) or SEP IRA: Determining the Best Retirement Strategy for the Self-Employed Welcome to the Directed IRA Podcast! This is Mat Sorensen, joined by the insatiable Mark J. Kohler. In this episode, we dive into a hot topic: Solo 401(k) vs. SEP IRA. Are you...
by Mat Sorensen | Dec 29, 2023 | Podcast, Solo 401k
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 29, 2023 | Blog, Podcast, Solo 401k
As 2023 comes to an end it’s important for Solo 401(k) owners to understand the deadlines and rules for their contributions. Let’s discuss the critical aspects and dates that Solo 401(k) owners must know. There are three important deadlines you must know if you have...
by Mat Sorensen | Sep 13, 2023 | Podcast, Solo 401k
Don’t Miss the Solo 401K Deadline – They’re Here In this episode, we break down the deadlines and strategies for contributing to your Solo 401(k) plan. If you’re an S Corporation owner or a sole proprietor, this information is crucial. Discover...
by Mat Sorensen | Jan 31, 2023 | Podcast, Solo 401k
Ep.86 SOLO 401K VS. SEP IRA In this episode, Mat and Mark discuss the differences between Solo 401Ks and SEP IRAs; they explain which plan is right for YOU! Article on Solo 401Ks: 2022 Solo 401(k) Contribution Deadlines: Rules, Steps, and Strategies SEP IRA can now be...
