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EPISODE · Nov 15, 2023 · 1H 4M

The Solo 401K - The Ins and Outs

from Directed IRA Podcast · host Mat Sorensen and Mark Kohler

In this webinar, Mat Sorensen, CEO, and Aaron Halderman, COO of Directed IRA discuss everything you need to know about Solo 401(k)s We cover the following topics:-New Roth Rules for 2023 and Beyond-Contributing 10 times more annually than an IRA-Understanding the necessity of an LLC for a Solo 401(k)-Qualification criteria-Avoiding common mistakes-Exploring the increased contribution limits for 2023 ($66k) and 2024For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/Other:Mat Sorensen: https://matsorensen.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

Episode metadata supplied by the publisher feed · Published Nov 15, 2023

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In this webinar, Mat Sorensen, CEO, and Aaron Halderman, COO of Directed IRA discuss everything you need to know about Solo 401(k)s We cover the following topics: -New Roth Rules for 2023 and Beyond -Contributing 10 times more annually than an IRA -Understanding the necessity of an LLC for a Solo 401(k) -Qualification criteria -Avoiding common mistakes -Exploring the increased contribution limits for 2023 ($66k) and 2024 For questions or to learn more about this episode's topic, bo...

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The Solo 401K - The Ins and Outs

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