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EP 77: Self-Directed IRA Q&A on Start-Ups, Syndicates, RMD, Crypto, FDIC, Side Door Solo 401k


#401k #retirementplanning #selfdirectedira 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 a Real Estate IRA or a Self-Directed IRA. ---- 🔊 Found this video helpful? Click the Like button & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. Don't forget to leave your questions in the comment section below! --- 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. ---- * 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 * 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 * 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 ---- Most Popular Products: - The Self-directed IRA 2022 Recordings - The Self-Directed IRA Handbook: - The Total SDIRA Bundle (The Self-Directed IRA Handbook, Second Edition (eBook Version), The Self-Directed IRA Handbook Video Series, SPRING 2022 SDIRA Summit Video Series, and FALL 2021 SDIRA Summit Video Series) --- Stay connected with Mat on: - Instagram: - Facebook: - LinkedIn: - Twitter: - TikTok: ...(read more)



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In Episode 77 of the Self-Directed IRA Q&A podcast hosted by Mat Sorensen, the focus was on a range of topics including start-ups, syndicates, RMD, crypto, FDIC, and the Side Door Solo 401k option. The episode started with a discussion on start-ups, where Mat discussed the importance of conducting proper due diligence before investing in any start-up. He advised listeners to look for a strong management team and a clearly defined business model before investing. The conversation then moved on to syndicates, where Mat explained how investing in a syndicate through a self-directed IRA can be a good option for those who are not accredited investors. He further elaborated on how to find syndicates that may be a good fit for your IRA, and the importance of reviewing the operating agreement and performing due diligence on the sponsor. The next topic covered was RMD or Required Minimum Distributions. Mat shared some tips on how to calculate RMDs and the consequences of not taking distributions on time. The podcast also touched upon the topic of cryptocurrency investments in self-directed IRAs. Mat cautioned listeners to be aware of the risks involved in investing in cryptocurrencies and to be prepared for the volatility. He also provided some guidance on how to hold cryptocurrency assets in your self-directed IRA. The topic of FDIC or Federal Deposit Insurance Corporation insurance was also discussed. Mat explained that while FDIC insurance typically covers up to $250,000 per account, it may not cover alternative assets held in a self-directed IRA. He urged listeners to carefully review the FDIC insurance coverage and to consult with a professional before investing. Finally, the podcast covered the Side Door Solo 401k option, which allows self-employed individuals to contribute extra funds to their retirement accounts. Mat explained how this type of IRA works, its eligibility requirements, and the tax benefits of contributing to a Solo 401k. In conclusion, Episode 77 of the Self-Directed IRA Q&A podcast offered a range of valuable insights for those interested in investing in start-ups, syndicates, and other alternative assets through self-directed IRAs. Mat's expertise and guidance can help listeners navigate the complexities of the self-directed IRA landscape and make informed decisions about their retirement investments. https://inflationprotection.org/ep-77-self-directed-ira-qa-on-start-ups-syndicates-rmd-crypto-fdic-side-door-solo-401k/?feed_id=80354&_unique_id=641aa8387e973 #Inflation #Retirement #GoldIRA #Wealth #Investing #businessplanning #cpa #retirementplanning #selfdirectedira #taxattorney #TaxPlanning #SelfDirectedIRA #businessplanning #cpa #retirementplanning #selfdirectedira #taxattorney #TaxPlanning

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