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Open Forum - Self-Directed IRA Q&A on Start-Ups, Syndicates, RMD, Crypto, FDIC, Side Door Solo 401k

About this episode

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/appointment


To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast



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



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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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