In this episode, Mat goes solo to tackle the most pressing Roth IRA questions of 2023. Whether you're considering a Roth IRA or exploring self-directing options, Mat provides thorough answers and valuable insights to help you make informed decisions. Don't miss out on the essential knowledge and...
Self Directing
The Solo 401k Deadline Has Arrived – Don’t Miss Out!
In this episode, we break down the deadlines and strategies for contributing to your Solo 401(k) plan. If you're an S Corporation owner or a sole proprietor, this information is crucial. Discover how to reduce your taxable income, set up your Solo 401(k) plan, and start building your retirement...
5 Mistakes to Avoid when Self-Directing IRAs
In this episode, we break down the 5 Common Mistakes when Self-Directing IRAs. 1. Buying or selling an asset between yourself and Your Self-Directed IRA 2. Loaning money to yourself from your IRA 3. Self-dealing, Personally making money from your IRA investments 4. Personally Living, Using, Or...
Transitioning from an Old Employer 401K to a Self-Directed Solo 401K
Get certified In EVERY strategy I teach! Learn how by booking a FREE 15 minute demo: Join Mark J. Kohler and Mat as they unlock the options for rolling over your employer 401(k) into a Self-Directed Solo 401(k). Maximize your money, grow your wealth, and subscribe for the best strategies to save...
Get Your Questions Answered on Self Directed Retirement Accounts at the Open Forum
Join Mat & Mark in this open forum as they answer your difficult Self-Directed retirement plan questions. Diving deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign...