Directed IRA Podcast

In this episode of the Directed IRA Podcast, Mark and Mat get into the resurgence of interest in cryptocurrency investing. From Bitcoin hitting new highs to the SEC's approval of ETFs, the crypto landscape is evolving. Key Topics Covered:- Breaking down the process of buying and investing in crypto through IRAs and 401(k)s.- The significance of ETF approval and the involvement of major financial players.- Exploring the growing interest in various cryptocurrencies beyond Bitcoin.- Understanding the $33 trillion in U.S. retirement accounts and diversifying investment options.Why Consider Crypto in Your Retirement Account?With over 50 cryptocurrencies available, learn how to move beyond traditional assets and explore new investment opportunities. Discover the benefits of tax-advantaged strategies, especially using Roth IRAs for potential tax-free gains.Taking Action: Setting Up Your Crypto IRAGet practical insights into initiating the process, transferring accounts, and setting up a dedicated crypto IRA. Mat and Mark share the simplicity of working with Gemini, a trusted platform for crypto trading within your retirement account at Directed IRA. To learn more click this link! https://directedira.com/cryptocurrency/Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

Learn how to transform old employer 401k into a Self Directed IRA or 401K, navigate health and education savings, and choose between Roth and Traditional IRAs. Discover the advantages of Directed IRA's low flat annual fee, setting up trust and business checking accounts, using non-recourse loans for real estate investment, and upcoming features like a crypto IRA.

In this episode of the Directed IRA Podcast, Mark and I discuss turning your old employer's 401(k) into a million-dollar powerhouse. Learn how to escape the clutches of Wall Street, avoid high fees, and unlock the true potential of your retirement funds. Discover the Rule of 72 and how your money can double every six years, tax-free. Join the conversation on self-directed IRAs, alternative assets, and the path to financial freedom. Don't miss out on this episode – take control of your retirement and start building wealth today!Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

Discussion on crucial deadlines for Roth conversions and compliance requirements for retirement accounts. Answering questions on self-directed retirement accounts, cost segregation strategies, Solo 401(k) contributions, VRBO taxes, multifamily and single family home purchases, and creating tax-free real estate investments.

Explore the complexities of Solo 401(k) contribution rules, deadlines, and benefits. Discover the significance of employee and employer contributions. Decode the complexities of contributions in S Corporations. Get insights into 2023 and 2024 contribution limits and strategies for maximum contributions. Learn about the wealth-building capabilities of Solo 401(k)s for small business owners and real estate investors. Discover investment options and tax-saving strategies for Solo 401(k). Unveil the mega back door strategy for maximizing Roth contributions in Solo 401(k) plans. Understand the importance of early contributions for maximizing investment opportunities and enjoying tax-free growth.

Explore IRA investments in precious metals like gold, silver, platinum, palladium, and cryptocurrencies such as Bitcoin, Ethereum, and more! Join us as we get right into the rules, qualifications, storage, and processes involved in investing your IRA in these alternative assets. Discover the distinctions between owning Crypto assets directly versus through funds, and learn about different methods, including a dedicated crypto IRA or setting up an LLC for diversified options. We simplify the complexities, offer insights, and discuss our preferred platform, Gemini, ensuring a secure and regulated approach to managing your Crypto IRA.Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

Chris Loeffler, CEO of Caliber Wealth, shares the evolution of Caliber from a small business to a publicly traded company managing alternative assets. Topics discussed include real estate market dynamics, challenges faced by CEOs, developing a pickleball facility, benefits of being a public sponsor of private real estate funds, factors to consider when investing in alternative assets, investing in private funds through a self-directed IRA, opening a self-directed account and distributing funds, and offers of help from Chris and Caliber.

Explore the benefits of a Roth IRA and the strategy of a backdoor Roth IRA for high-income earners. Learn about maximizing contributions through the chunking strategy and the importance of planning and gifting Roth IRAs. Enjoy a trivia game on Steven Spielberg's movies and a Christmas movie quiz.

The podcast discusses topics such as Roth conversions and contributions, the five-year rule for Roth IRAs, investment opportunities, multi-member IRA LLCs, and backdoor Roth IRA strategies.

Join Mat and Mark as they discuss end of year Tax Strategies, Retirement Insights & More! From retirement account considerations to last-minute wealth-building insights, discover the secrets the wealthy use to maximize their earnings before the year wraps up.- Explore key tips for keeping more of your hard-earned money while investing smartly.- Learn about tax-saving tactics and little-known nuances of retirement accounts.- Get insights into crucial decisions and actions to take before the year ends.----Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com