Episode Details

Join Mat Sorensen and guest host Jarom Bergeson as they analyze self-directed accounts and break down who should use a solo(k) versus a self-directed IRA. Understand qualification rules, contributions differences, traditional/roth option, cost and set-up, custodian/trustee requirement, and investment differences. As a provider of both types of accounts Directed IRA can help you with either account option and KKOS Lawyers (www.kkoslawyers.com) can advise along the way, and set-up the Solo 401k if necessary.

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