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Open Forum - Self-Directed IRA Q&A on Start-Ups, Syndicates, RMD, Crypto, FDIC, Side Door Solo 401k

Season 3 Episode 31 Published 3 years, 4 months ago
Description

Bestselling authors, Mat Sorensen of, "The Self-Directed IRA Handbook," and Mark J. Kohler, "The Tax  & Legal Playbook," answer your questions on buying alternative assets with retirement accounts including: 

• Investing in a start-up with a Roth IRA.
• What happens to a 401k or self-directed IRA that has invested in a syndication when retiring.
• How to best plan for Required Minimum Distribution (RMD).
• The difference between a Trust Company vs. Third Party Administrator (TPA).
• What you need to know about FDIC Insurance when investing in alternative assets.
• Understand the Side Door Solo 401k.

Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. https://directedira.com/appointment


To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast



Directed IRA Homepage: https://directedira.com/

Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA

Book a Call: https://directedira.com/appointment/


Other:
Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com



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