by Mat Sorensen | May 14, 2021 | Coverdell, Podcast, Solo 401k
EP 25 – Extension Deadlines: IRA & 401k Strategies Extension dates in ANY year bring with them other important deadlines regarding IRA, Roth, HSA, and ESA contributions. Mat and Mark break down the #s and the strategies to consider when facing these regular...
by Mat Sorensen | Apr 20, 2021 | Podcast, Solo 401k
EP 21 – Strategies For Moving an IRA or Old 401k to a Self-Directed IRA Mat and Mark cover how to move your money from an old IRA and 401(k) to a Self-Directed Account. They cover some game-changing strategies including the In-Kind Rollover strategy, which will...
by Mat Sorensen | Jan 25, 2021 | Podcast, Solo 401k
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...