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Directed IRA Learn Page
The #1 education source on self-directing your
IRAs and take control of your retirement™
Podcast
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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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.
Ep.120 – Solo 401(k) Contribution Limits and Deadlines – 2024
Join Mat Sorensen and Nate Hare as they tear apart the complexities of contribution rules, deadlines, and benefits associated with Solo 401(k)s.
2023 Solo 401(k) Contribution Deadlines: Rules, Steps, and Strategies
As we near the close of 2023, embark on a journey of financial empowerment! For Solo 401(k) owners, understanding the exciting deadlines and regulations that shape your contributions is key. Join us in this engaging article where we unravel the essential aspects and unveil key dates every Solo 401(k) owner should have on their radar. Explore three pivotal deadlines that not only provide valuable insights for current owners but also serve as a roadmap for those planning to set up a Solo 401(k) before the year concludes. Don’t miss your chance to navigate the financial landscape with confidence and strategic foresight!
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