278: Self-Directed IRA vs. Solo(401k): Which is Best? episode artwork

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.Ready to Take the Next Step?Work With Mat & Mark’s Law FirmGet strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.[Book a Call with KKOS Lawyers]Take Control of Your RetirementWant to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.[Learn More About Directed IRA]Free ResourcesMat Sorensen’s Optimal Order of Investing GuideLearn how to prioritize where your money should go and build a smarter investing strategy.[Download the Free Guide]Mark J. Kohler’s 30-Point Tax GuideDiscover practical tax strategies and planning opportunities every business owner and investor should know.[Download the Free Guide]Get More From Mat & MarkWatch on YouTubeTax strategies, business planning, investing, asset protection, and more.[Visit the YouTube Channel...

Episode metadata supplied by the publisher feed · Published Feb 14, 2020

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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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