Join Mark and Mat as they discuss why and how to convert IRA money to Roth before year-end. What will President Biden's new law do to Roth Conversions in the future? Learn your options and how to build wealth tax-free.Directed IRA Homepage: <a href='https://directedira.com/'>https://directedira.com/</a> Directed IRA Explore (Linktree): <a href='https://linktr.ee/SelfDirectedIRA'>https://linktr.ee/SelfDirectedIRA</a> Book a Call: <a href='https://directedira.com/appointment/'>https://directedira.com/appointment/</a> Other: Mat Sorensen: <a href='https://matsorensen.com/'>https://matsorensen.com</a> & <a href='https://linktr.ee/MatSorensen'>https://linktr.ee/MatSorensen</a> KKOS: <a href='https://kkoslawyers.com'>https://kkoslawyers.com</a> Main Street Business <a href='https://mainstreetbusiness.com'>https://mainstreetbusiness.com</a>

Join Mark and Mat as they discuss why and how to convert IRA money to Roth before year-end. What will President Biden's new law do to Roth Conversions in the future? Learn your options and how to build wealth tax-free. 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.com Main Street Business https://mainstreetbusiness.com

Join Mark and Mat as they discuss why and how to convert IRA money to Roth before year-end. What will President Biden's new law do to Roth Conversions in the future? Learn your options and how to build wealth tax-free.Directed IRA Homepage: <a href="https://directedira.com/" rel="noopener noreferrer">https://directedira.com/</a> Directed IRA Explore (Linktree): <a href="https://linktr.ee/SelfDirectedIRA" rel="noopener noreferrer">https://linktr.ee/SelfDirectedIRA</a> Book a Call: <a href="https://directedira.com/appointment/" rel="noopener noreferrer">https://directedira.com/appointment/</a> Other: Mat Sorensen: <a href="https://matsorensen.com/" rel="noopener noreferrer">https://matsorensen.com</a> &amp; <a href="https://linktr.ee/MatSorensen" rel="noopener noreferrer">https://linktr.ee/MatSorensen</a> KKOS: <a href="https://kkoslawyers.com" rel="noopener noreferrer">https://kkoslawyers.com</a> Main Street Business <a href="https://mainstreetbusiness.com" rel="noopener noreferrer">https://mainstreetbusiness.com</a>

Roth Conversions before Year-End: Live Free or Die Hard

The Directed IRA Podcast, hosted by attorneys Mat Sorensen and Mark J. Kohler, is the leading source for investors navigating the world of self-directed IRAs and 401(k)s. As co-founders of Directed IRA &amp; Directed Trust Company (<a href="https://directedira.com">directedira.com</a>), Mat and Mark have helped thousands of clients invest in alternative assets using tax-advantaged retirement accounts. Episodes cover topics related to self-directing retirement accounts, such as Roth IRAs, Solo 401(k)s, real estate, private equity and venture funds, promissory notes, private placements (PPMs), start-ups, IRA/LLCs (Checkbook IRAs), and the UBIT/UDFI tax rules. The podcast also addresses prohibited transactions and shares real-world examples from investors who have successfully self-directed their retirement for decades.Whether you're a seasoned investor or just getting started, this podcast offers practical, expert-level insights into building wealth through self-directed strategies. Mat Sorensen is an attorney, best-selling author of The Self-Directed IRA Handbook, and CEO of Directed IRA &amp; Directed Trust Company, a leading self-directed IRA custodian with nearly $3 billion under administration. He is a national expert on self-directed retirement strategies and a Senior Partner at KKOS Lawyers. Mat also co-hosts The Main Street Business Podcast along with Mark J. Kohler.&nbsp;Mark J. Kohler is a CPA, attorney, best-selling author of six books, and a nationally recognized authority on small business tax and legal strategies. Mark serves as a Senior Partner at KKOS Lawyers and Board Member at Directed IRA Trust Company, which manages over $3 billion in assets. As the founder of the Main Street Certified Tax Advisor Program, Mark has trained thousands of CPAs and Enrolled Agents nationwide, helping millions of small business owners better navigate tax and legal strategies. Mark also co-hosts The Main Street Business Podcast along with Mat Sorensen.

Business

Investing

The Directed IRA Podcast, hosted by attorneys Mat Sorensen and Mark J. Kohler, is the leading source for investors navigating the world of self-directed IRAs and 401(k)s. As co-founders of Directed IRA & Directed Trust Company (directedira.com), Mat and Mark have helped thousands of clients invest in alternative assets using tax-advantaged retirement accounts. Episodes cover topics related to self-directing retirement accounts, such as Roth IRAs, Solo 401(k)s, real estate, private equity and venture funds, promissory notes, private placements (PPMs), start-ups, IRA/LLCs (Checkbook IRAs), and the UBIT/UDFI tax rules. The podcast also addresses prohibited transactions and shares real-world examples from investors who have successfully self-directed their retirement for decades. Whether you're a seasoned investor or just getting started, this podcast offers practical, expert-level insights into building wealth through self-directed strategies. Mat Sorensen is an attorney, best-selling author of The Self-Directed IRA Handbook, and CEO of Directed IRA & Directed Trust Company, a leading self-directed IRA custodian with nearly $3 billion under administration. He is a national expert on self-directed retirement strategies and a Senior Partner at KKOS Lawyers. Mat also co-hosts The Main Street Business Podcast along with Mark J. Kohler.  Mark J. Kohler is a CPA, attorney, best-selling author of six books, and a nationally recognized authority on small business tax and legal strategies. Mark serves as a Senior Partner at KKOS Lawyers and Board Member at Directed IRA Trust Company, which manages over $3 billion in assets. As the founder of the Main Street Certified Tax Advisor Program, Mark has trained thousands of CPAs and Enrolled Agents nationwide, helping millions of small business owners better navigate tax and legal strategies. Mark also co-hosts The Main Street Business Podcast along with Mat Sorensen.

The Directed IRA Podcast, hosted by attorneys Mat Sorensen and Mark J. Kohler, is the leading source for investors navigating the world of self-directed IRAs and 401(k)s. As co-founders of Directed IRA &amp; Directed Trust Company (<a href="https://directedira.com" rel="noopener noreferrer">directedira.com</a>), Mat and Mark have helped thousands of clients invest in alternative assets using tax-advantaged retirement accounts. Episodes cover topics related to self-directing retirement accounts, such as Roth IRAs, Solo 401(k)s, real estate, private equity and venture funds, promissory notes, private placements (PPMs), start-ups, IRA/LLCs (Checkbook IRAs), and the UBIT/UDFI tax rules. The podcast also addresses prohibited transactions and shares real-world examples from investors who have successfully self-directed their retirement for decades.Whether you're a seasoned investor or just getting started, this podcast offers practical, expert-level insights into building wealth through self-directed strategies. Mat Sorensen is an attorney, best-selling author of The Self-Directed IRA Handbook, and CEO of Directed IRA &amp; Directed Trust Company, a leading self-directed IRA custodian with nearly $3 billion under administration. He is a national expert on self-directed retirement strategies and a Senior Partner at KKOS Lawyers. Mat also co-hosts The Main Street Business Podcast along with Mark J. Kohler.&nbsp;Mark J. Kohler is a CPA, attorney, best-selling author of six books, and a nationally recognized authority on small business tax and legal strategies. Mark serves as a Senior Partner at KKOS Lawyers and Board Member at Directed IRA Trust Company, which manages over $3 billion in assets. As the founder of the Main Street Certified Tax Advisor Program, Mark has trained thousands of CPAs and Enrolled Agents nationwide, helping millions of small business owners better navigate tax and legal strategies. Mark also co-hosts The Main Street Business Podcast along with Mat Sorensen.

Share Roth Conversions before Year-End: Live Free or Die Hard

Sign up to save your podcasts

Roth Conversions before Year-End: Live Free or Die Hard

Roth Conversions before Year-End: Live Free or Die Hard

More shows like Directed IRA Podcast

BiggerPockets Real Estate Podcast

The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action

The Best Ever CRE Show

Rental Income Podcast With Dan Lane

Main Street Business

Passive Real Estate Investing

Tax Smart Real Estate Investors Podcast

BiggerPockets Money Podcast

Small Business Tax Savings Podcast

Real Estate Investing with Coach Carson

Ken McElroy Show

Real Estate Rookie

BiggerPockets Daily

On The Market

The BetterLife Podcast