EP 77: Open Forum – Self-Directed IRA Q&A on Start-Ups, Syndicates, RMD, Crypto, FDIC, Side Door Solo 401k

Bestselling authors, Mat Sorensen of, “The Self-Directed IRA Handbook,” and Mark J. Kohler, “The Tax  & Legal Playbook,” answer your questions on buying alternative assets with retirement accounts including: 

  • Investing in a start-up with a Roth IRA.
  • What happens to a 401k or self-directed IRA that has invested in a syndication when retiring.
  • How to best plan for Required Minimum Distribution (RMD).
  • The difference between a Trust Company vs. Third Party Administrator (TPA).
  • What you need to know about FDIC Insurance when investing in alternative assets.
  • Understand the Side Door Solo 401k.

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