Open Forum: Listeners Questions Answered!

Podcast Description:

In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler answer listener-submitted questions in an open forum! They cover key topics like managing Required Minimum Distributions (RMDs) within IRA LLCs, strategies for Roth conversions, and the ins and outs of rolling over a Roth 401(k) to a solo 401(k). They also discuss critical considerations for maximizing Social Security benefits and avoiding Medicare penalties.

Tune in for expert insights and practical tips on self-directed retirement accounts, tax strategies, and more—straight from real questions submitted by our audience!

Have questions? Submit them at directedira.com/podcast for a chance to be featured in a future episode!

For 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.com

Mark J. Kohler: https://markjkohler.com/ 

KKOS: https://kkoslawyers.com

Main Street Business https://mainstreetbusiness.com