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Open Forum: Listeners Questions Answered!
Manage episode 451926586 series 2802157
Podcast Description:
In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler answer listener-submitted questions in an open forum! They cover key topics like managing Required Minimum Distributions (RMDs) within IRA LLCs, strategies for Roth conversions, and the ins and outs of rolling over a Roth 401(k) to a solo 401(k). They also discuss critical considerations for maximizing Social Security benefits and avoiding Medicare penalties.
Tune in for expert insights and practical tips on self-directed retirement accounts, tax strategies, and more—straight from real questions submitted by our audience!
Have questions? Submit them at directedira.com/podcast for a chance to be featured in a future episode!
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
Shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/
Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
TikTok: https://www.tiktok.com/@sorensenmat
YouTube: https://www.youtube.com/@MatSorensen
Websites:
https://directedira.com
https://matsorensen.com
https://kkoslawyers.com
https://mainstreetbusiness.com
Being a Tax Advisor is a lucrative opportunity...Learn more about Mark's Main Street Tax Pros ...
174 에피소드
Manage episode 451926586 series 2802157
Podcast Description:
In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler answer listener-submitted questions in an open forum! They cover key topics like managing Required Minimum Distributions (RMDs) within IRA LLCs, strategies for Roth conversions, and the ins and outs of rolling over a Roth 401(k) to a solo 401(k). They also discuss critical considerations for maximizing Social Security benefits and avoiding Medicare penalties.
Tune in for expert insights and practical tips on self-directed retirement accounts, tax strategies, and more—straight from real questions submitted by our audience!
Have questions? Submit them at directedira.com/podcast for a chance to be featured in a future episode!
Learn how to take control of your retirement - https://directedira.com/
Self-directed IRA Podcast - https://matsorensen.com/podcast/
Shop my products - https://shop.matsorensen.com/
Blog & Articles - https://matsorensen.com/blog/
Connect with Mat online:
Instagram: https://www.instagram.com/matsorensen/
Facebook: https://www.facebook.com/mat.sorensen.1
LinkedIn: https://www.linkedin.com/in/matsorensen/
TikTok: https://www.tiktok.com/@sorensenmat
YouTube: https://www.youtube.com/@MatSorensen
Websites:
https://directedira.com
https://matsorensen.com
https://kkoslawyers.com
https://mainstreetbusiness.com
Being a Tax Advisor is a lucrative opportunity...Learn more about Mark's Main Street Tax Pros ...
174 에피소드
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