In this episode, Mat and Mark discuss Transfers and Rollovers. And practicing not leaving any money on the table.

Mat and Mark discuss savings habits, matching, and how to maximize retirement account contributions.

Did the Grinch or Santa Claus come to town?

Biden signs the new bill…

What does this mean for small business owners??

Want to know all about this topic?

How much do you need in your IRA or 401k to retire? The Formula You Will Need.

Hosted by Mat Sorensen, bestselling author of The Self Directed IRA Handbook, and Aaron Halderman, COO of Directed IRA.

In this webinar, we will discuss:

• Get clarity on your numbers.
• Know how to create an actionable retirement plan.
• Set yourself up for success in 2023.

Roth IRAs can be established and funded for high-income earners by using what is known as the “back door” Roth IRA contribution method. Many high-income earners believe that they can’t contribute to a Roth IRA because they make too much money and/or because they participate in a company 401k plan. Fortunately, this thinking is wrong. While direct contributions to a Roth IRA are limited to taxpayers with income in excess of $140,000 ($218,000 for married taxpayers, 2023), those whose income exceeds these amounts may make annual contributions to a non-deductible traditional IRA and then convert those amounts over to a Roth IRA.

Roth conversions remain popular as many fear that tax rates will only increase in the next few years, so why not convert now at lower tax rates and let the account grow and come out tax-free at retirement? Remember, if you have a traditional IRA or 401(k), then that money grows tax-deferred, but you pay tax on the money as it is drawn out at retirement. If you have traditional dollars where you obtained tax deductions for those contributions, you then have to pay tax on the amount you want to convert to Roth.

Hosted by Mat Sorensen, bestselling author of The Self Directed IRA Handbook, and Aaron Halderman, COO of Directed IRA With special guest Bill Predebon, Founder/President, Creative Solutions Investments, LLC  

Creative Solutions Investments, LLC, (CSI, LLC) is a Real Estate Investing Company, specializing in Fix and Flip short-term investments, creative financing, and creative investing strategies. Ultimately, long-term buy and hold strategies.

• Funding your deals including joint ventures, partnerships, and capital investments secured by DOT, among others.
• Using other people’s IRAs to invest in real estate and more.
• Expanding your existing real estate business if you are a real estate broker or investor.

They also answered deal funding questions Live!

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.