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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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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!
Ep.119 – Cryptocurrency and Precious Metals in Your Retirement Account
Learn the differences between owning Crypto assets directly and using funds. We discuss various methods, including dedicated Crypto IRAs and setting up LLCs, simplifying the options for you. Our preferred platform, Gemini, ensures a secure and regulated approach to managing your Crypto IRA.
Ep.118 – How to take YOUR Small Business to a Publicly Traded Company Managing Alternative Assets
Join us as Chris Loeffler, the CEO of Caliber Wealth, shares insights into Caliber’s evolution, the real estate market’s current landscape, and valuable lessons learned along the way. Whether you’re an investor, entrepreneur, or real estate enthusiast, this episode is packed with wisdom.
Ep.117 – Everything You Need to Know About the Backdoor Roth IRA in 2024
Mat and Mark delve into the strategic approach of establishing and funding Roth IRAs for high-income earners through the innovative ‘back door’ Roth IRA contribution method. Often, high-income individuals assume they are ineligible for Roth IRA contributions due to their earnings or participation in a company 401k plan. Discover how the ‘back door’ method offers a viable solution to unlock the benefits of Roth IRAs for individuals in this financial bracket.
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