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How can you be the best parents? Get your kids saving!
Bestselling authors, Mat Sorensen and Mark J. Kohler share their real-life experiences of how they got their kids set up with Roth IRAs. In this podcast episode, they walk you through the exact steps to create a legacy for your children. They also provide a very useful tax tool to be able to turbo-charge saving with small steps.
When you help your kids understand money, they have the ability to build wealth. Get a pad and pen ready because you’ll want to write down the Kid’s Roth IRA strategy!
In this webinar Mat Sorensen, CEO, and Aaron Halderman, COO of Directed IRA discussed everything you need to know about Solo 401(k)s including:
- 4 Key Points to Consider When Using a Solo 401(k)
- Do I Need an LLC to have a Solo 401(k)
- What are the Qualifications.
- What is a Side-door Solo 401(k)
- Increased Contribution Limits for 2022.
- UDFI Tax
- Contribution Deadlines: Rules, Steps, and Strategies
Mat & Aaron also answered numerous Solo 401k questions regarding account qualification and types of strategies.
Download the presentation slides that include the Solo 401(k) Account Guide.
The IRA LLC and Checkbook IRA is one of the best tax savings tools. It provides many opportunities but you’ve got to know the rules to avoid making mistakes.
Think of this podcast episode as your “IRA LLC Safety Class,” led by Mat Sorensen and Mark J. Kohler as they guide you past possible pitfalls including
- Wrong Set up for Your IRA LLC or Checkbook IRA.
- Why You Must Respect The Prohibited Transaction Rules.
- Incorrectly Putting Money into Your IRA.
- Misunderstanding Taking a Distribution.
- The Consequences of Not Keeping Your LLC Up To Date.
- Operating Incorrectly Your Checkbook IRA with Case Studies.
Take notes and listen to this episode again to maximize the power of IRA LLCs and Checkbook IRAs!
Many self-directed investors have the option of choosing between a self-directed IRA or a self-directed solo 401k. Both accounts can be self-directed so that you can invest in any investment allowed by law such as real estate, LLCs, precious metals, or private company...