Solo 401(k) Structure and Strategies: What is a Solo 401k? Everything You Need To Know!

  Рет қаралды 7,337

Mat Sorensen - Wealth Lawyer & Entrepreneur

Mat Sorensen - Wealth Lawyer & Entrepreneur

Күн бұрын

#solo401k #401k #taxstrategies
Mat Sorensen, CEO and Aaron Halderman, COO of Directed IRA discussed everything you need to know about Solo 401(k)s including:
* 4 Key Points to Consider When Using a Solo 401(k)
* Do I Need an LLC to have a Solo 401(k)
* What are the Qualifications
* What is a Side-door Solo 401(k)
* Increased Contribution Limits for 2022
* UDFI Tax
* Contribution Deadlines: Rules, Steps, and Strategies
Mat & Aaron also answered numerous Solo 401k questions regarding account qualification and types of strategies.
GET THE PRESENTATION SLIDES at DirectedIRA.com/Webinar
Learn more about our upcoming Live events:
The 9th Self-Directed IRA Summit, October 20th & 21st, 2022 in Scottsdale, AZ
sdirasummit.com
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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 or a Self-Directed IRA.
directedira.com/appointment
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About Mat Sorensen:
Mat is the leading national authority of The Self-Directed IRA industry, CEO of Directed IRA, partner at KKOS Lawyers, and best-selling author of “The Self Directed IRA Handbook,” with 40,000+ copies sold. Mat is also a VIP Contributor at Entrepreneur and, an expert author at Cryptopedia. He is a go-to guest speaker for financial, tax, and legal podcasts, Live events, and conferences.
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* Did you know you can invest assets owned by your self-directed IRA more efficiently? To Set Up Your New Account With A Specialist visit directedira.com/appointment/.
* Discover the benefits of using an IRA/LLC, also known as a “checkbook control IRA.” Visit KKOS Lawyers to get help setting up your single-member IRA/LLC, call KKOS Lawyers at (888) 801-0010, or visit their website at www.kkoslawyers.com.
* Check out Mat Sorensen’s Self-Directed IRA Podcast, new episodes every Monday. Submit your questions, listen, search for prior episodes, and sign up for the Directed IRA Weekly Free Newsletter, visit directedira.com/podcast
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Пікірлер: 2
@jachar3169
@jachar3169 Жыл бұрын
Hi where is the code for the $50 off stated in the video?
@MatSorensen
@MatSorensen Жыл бұрын
You can enter code: Newsletter50
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