#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 f...
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)