How Solo 401(k)'s Are Making People Rich FAST!

Рет қаралды 4,946

Mat Sorensen - Wealth Lawyer & Entrepreneur

5 ай бұрын

In this special Webinar Recording Mat and COO of Directed IRA, Aaron Haldermann discuss the ins and outs of the Solo 401(k). This episode is a deep dive for those clients with a Solo 401(k) ready to learn how to effectively put the account into action and make sure it stays in compliance!
(DOWNLOAD SLIDES BELOW)
We cover the following topics:
-New Roth Rules for 2024 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
-Answering your questions
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To Download the Slides Use This Link - drive.google.com/file/d/1Or-Q...
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Connect with Directed IRA:
🌐 Website: directedira.com
☎️ Call for Assistance: 1-800-865-8550
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Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding a Real Estate IRA, Crypto IRA or a Self-Directed IRA.
directedira.com/appointment
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Websites:
directedira.com/appointment
kkoslawyers.com
mainstreetbusiness.com
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🚀 Disclaimer: This podcast is for educational purposes only and does not constitute financial advice. Consult with a qualified professional before making any investment decisions.

Пікірлер: 9

@joyfunt 3 ай бұрын

Attended the Dallas Summit, it was amazing and so glad I attended in person. The networking and amount of knowledge I gained is incredible 🎉

@MatSorensen 2 ай бұрын

Thanks Joy! I hope to see you at the next one!

@clintschubert371 3 ай бұрын

Great content I'll be contacting you soon to set up an account purely based on the wealth of knowledge displayed in this video

@MatSorensen 2 ай бұрын

Sounds great Clint! Our team is great would love to hear what you are investing into once you get started.

@BirdseyeVu 2 ай бұрын

At first I thought Mark had gone through chemo!😂

@johnkilgore3593 2 ай бұрын

I have a mid seven figure regular taxable brokerage account that I direct and oversee. It pays me dividends and distributions mostly at the 15% rate. After watching this video it seems to me I would benefit by having a solo 401k because I don't work anywhere else and this would allow me to more quickly accumulate retirement dollars. I understand you should have earned income to do this. But since I do my own investment research, overseeing, going to conferences etc could I pay myself W2 salary for the overseeing , selecting and management of the investments. So that I would have "earned" income? This was a very good video by the way. Thank you for all the examples.