EPISODE · Jan 17, 2023 · 24 MIN
Putting Your Sleepy IRA and 401K $ to Work: Transfer and Roll Over Rules
from Directed IRA Podcast · host Mark Kohler and Mat Sorensen
In this episode, Mat and Mark discuss Transfers and Rollovers. And practicing not leaving any money on the table.----Leave your questions in the comment section below! 🔊 Found this video helpful? Click the Like bottom & share with others.Subscribe to my channel and click the 🔔 icon for notifications when I post a new video.--- Learn how to take control of your retirement - https://directedira.com/Self-directed IRA Podcast - https://matsorensen.com/podcast/Be an expert/shop my products - https://matsorensen.com/products3/Blog & Articles - https://matsorensen.com/blog/ ---Connect with me online:- Instagram: https://www.instagram.com/matsorensen/- Facebook: https://www.facebook.com/MatSorensenS...- LinkedIn: https://www.linkedin.com/in/matsorensen/- Twitter: https://twitter.com/matsorensenFor 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
In this episode, Mat and Mark discuss Transfers and Rollovers. And practicing not leaving any money on the table. ---- Leave your questions in the comment section below! 🔊 Found this video helpful? Click the Like bottom & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. --- Learn how to take control of your retirement - https://directedira.com/ Self-directed IRA Podcast - https://matsorensen.com/podcast/ Be an exper...
NOW PLAYING
Putting Your Sleepy IRA and 401K $ to Work: Transfer and Roll Over Rules
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Jan 2, 2026 ·47m
Dec 21, 2025 ·46m