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.

Join Mat Sorensen and Nate Hare as they tear apart the complexities of contribution rules, deadlines, and benefits associated with Solo 401(k)s.

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.

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.

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.

Mat and our Executive Director Nate discuss the intricacies of Roth conversions and contributions, addressing questions related to traditional IRA to Roth IRA conversions, the nuances of the five-year rule, considerations for investment opportunities, and rules governing multi-member IRA LLCs.