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A show dedicated to educating and informing self-directed IRA and 401(k) investors on strategies, investments, legal structures, tax rules, and pitfalls. Hosted by tax lawyers Mat Sorensen and Mark Kohler who are also co-founders of Directed IRA & Directed Trust Company.
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Ep.122 – Turn Your Old Employer 401k into a Million Dollars
In this Directed IRA Podcast episode, Mark and I explore the transformation of your former employer’s 401(k) into a potent wealth generator. Discover how to break free from Wall Street, minimize fees, and unlock your retirement funds’ full potential. Learn about the Rule of 72 for tax-free money doubling every six years.
Jan 31 Deadline for IRAs: Understanding 1099-Rs and RMD Notices
The start of the new year comes with significant deadlines for IRA holders. On January 31st, financial institutions and IRA custodians must send out two important documents: 1099-Rs and, if applicable, Required Minimum Distribution (RMD) notices.
Self-Directed IRA Fair Market Valuations Explained
Discover the essentials of fair market valuations for self-directed IRAs in our article. Learn why it matters, especially for those over 72 with Traditional IRAs, and how it influences Roth conversions. We provide insights into accepted valuation methods by asset type, offering a clear roadmap for compliance and informed investments. Join us as we clarify this vital process impacting your retirement strategy.
Ep.121 – Tax-Free Investing & Contribution Deadlines: Your Self-Directed Account Questions Answered
Dive into a lively discussion with Mat and Mark as they tackle crucial Roth conversion deadlines, 2023 tax implications, and compliance details for various LLC-owned retirement accounts. Amidst festive banter and a sprinkle of holiday attire, explore insights into self-directed retirement accounts, Solo 401(k) contributions, VRBO taxes, and creating Tax-Free Real Estate Investments.