EPISODE · Feb 14, 2020 · 43 MIN
278: Self-Directed IRA vs. Solo(401k): Which is Best?
from Main Street Business · host The Refresh Your Wealth Show
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.Grab my eBook 30 Unique Strategies Every Business Owner Should Know! You don't want to miss this! Secure your tickets for the #1 Event For Small Business Owners On Main Street America: Main Street 360 Looking to connect with a rock star law firm? KKOS is only a click away! Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute discovery call to explore the Main Street Tax Pro Certification. Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohlerCraving more content? Check out my Instagram!
What this episode covers
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...
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278: Self-Directed IRA vs. Solo(401k): Which is Best?
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