The Ultimate Strategy to Protect Your IRA & 401(k)
Learn how to protect your IRA and 401(k) from lawsuits and bankruptcy in this episode with Mat Sorensen and Mark J. Kohler. Discover the legal protections retirement accounts offer and why asset protection is crucial for safeguarding your financial future.
Self-Employed Solo 401(k) or SEP IRA? Determining the Best Retirement Strategy
Join Mat Sorensen and Mark J. Kohler on the Directed IRA Podcast as they discuss Solo 401(k) vs. SEP IRA for the self-employed. Learn the benefits, key differences, and strategies for each retirement plan to decide which is best for you. Tune in for expert insights and tips to enhance your financial future!
Where to Invest Based on Salary Range: Roth IRA vs 401(k)
Discover the best investment strategy for your salary range in this detailed comparison of Roth IRA vs 401(k). Learn how to maximize benefits with free money matches, understand Solo 401(k)s, and make informed decisions about IRAs. Watch for essential retirement savings tips and get your Free Retirement Accounts Guide!
The Complete Guide to Self-Directed IRAs: Top 10 FAQs
In this episode, we tackle the top ten most frequently asked questions about self-directed IRAs. If you’re curious about investing your IRA in assets like real estate, private companies, crypto startups, or private funds, this episode is for you.
Crowdfunding Real Estate Inside a Self-Directed IRA or 401(k)
Today, we’re recording with Jamison Manwaring, co-founder of Neighborhood Ventures. We’ll discuss self-directed IRAs and real estate, leveraging IRAs and 401Ks for investments, and Neighborhood Ventures’ unique opportunities.
Choosing a Beneficiary for Your IRA or 401(k)
In this episode, Mat and Mark emphasize the importance of proper beneficiary designations for retirement accounts. They highlight a critical story that illustrates the significance of updating your beneficiary information, emphasizing that even if you have a will or a trust, your beneficiary designation form trumps all.
How Much You Should Have in Your 401(k) by Age
Join us as we explore the essential guidelines and strategies for gauging your retirement savings progress. Learn about setting clear financial goals, understanding the 4% rule, and supercharging your savings through strategic planning. We’ll get into investment strategies and provide age-specific savings targets to help you achieve financial security in your golden years. Tune in to take control of your financial future.
Solo 401(k) – Contributions, Rules & FAQs
Overview In this webinar, Mat Sorensen, CEO, and Aaron Halderman, COO of Directed IRA discuss everything you need to know about Solo 401(k)s We cover the following topics: -New Roth Rules for 2024 and Beyond -Contributing 10 times more annually than an IRA -Understanding the necessity of an LLC for a Solo 401(k) -Qualification criteria […]
Solo 401(k) Contribution Deadlines and Rules for 2025 Contributions
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!
The Ins and Outs of a Solo 401(k)
Overview In this webinar, Mat Sorensen, CEO, and Aaron Halderman, COO of Directed IRA discuss everything you need to know about Solo 401(k)s We will cover the following topics: New Roth Rules for 2023 and Beyond Contributing 10 times more annually than an IRA Understanding the necessity of an LLC for a Solo 401(k) Qualification […]