EPISODE · Nov 14, 2022 · 41 MIN
Open Forum - Self-Directed IRA Q&A on Start-Ups, Syndicates, RMD, Crypto, FDIC, Side Door Solo 401k
from Directed IRA Podcast · host Mark Kohler and Mat Sorensen
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/appointmentTo submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcastFor questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/Other:Mat Sorensen: https://matsorensen.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com
What this episode covers
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 (TP...
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Open Forum - Self-Directed IRA Q&A on Start-Ups, Syndicates, RMD, Crypto, FDIC, Side Door Solo 401k
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