Tailored Investment Strategy Your retirement plan should be as unique as your business. 🧩 With a self-directed 401(k), design an investment strategy that…
Self-directed 401(k)s combine the pre-tax savings of a regular 401(k) with the freedom to choose your own investments. Here's how it works.
Listen to this episode from Directed IRA Podcast on Spotify. Our COO Aaron Halderman and I discuss transforming old employer 401k into a Self Directed IRA or 401K, navigating the intricacies of hea...
While a brokerage-based Solo 401(k) plan and self-directed Solo 401(k) plan would both be considered a qualified retirement plan, the options available under these plans as per the Plan...
A solo 401(k) is a retirement plan for the self-employed. Here's how to set up a solo 401(k), the contribution limits and the rules.
Listen to this episode from Directed IRA Podcast on Spotify. Hosts and Tax Lawyers Mat Sorensen and Mark Kohler go into detail about all the investment options available when Self Directing a Retir...
How to utilize and capitalize on self-directed brokerage accounts within your 401(k) plan. More options may offer more possibilities.
Listen to this episode from Directed IRA Podcast on Spotify. Tax attorneys and hosts Mat Sorensen and Mark Kohler explain how your self-directed IRA or solo 401(k) can invest in real estate. Mat an...
In the United States, a 401(k) plan is an employer-sponsored, defined-contribution, personal pension (savings) account, as defined in subsection 401(k) of the U.S. Internal Revenue Code....
Welcome to the Directed IRA Podcast! This is Mat Sorensen, joined by the insatiable Mark J.... In this episode, we dive into a hot topic: Solo 401(k) vs. SEP IRA. Are you self-employed and...