Distributions from a 401(k) to its owner are subject to a 20% withholding tax whereas distributions from an...
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The Self Directed IRA Handbook video series is 6 videos comprising 1 and ½ hours of video content with attorney Mat Sorensen where he teaches the most important issues and strategies for self directed IRA investors. The 6 videos are only $149 and include unlimited access for 2 years.
- Video 1. Self Directed IRA Basics.
- Video 2. Understanding the Prohibited Transaction Rules.
- Video 3. Understanding the Prohibited Transaction Rules Advanced.
- Video 4. Understanding the IRA/LLC.
- Video 5. Understanding the IRA/LLC: Advanced IRA Partnering Options.
- Video 6. Tax Issues for IRA Investments: UBIT & UDFI Tax.
SPECIAL BONUS VIDEOS: As a special bonus I have included a recorded video presentation (with downloadable slides) from my presentation at the 2015 Real Estate Tax Summit where I spoke for nearly two hours on self-directed IRAs. In addition to teaching key strategies, I also covered and shared some of the most successful self-directed IRA and 401k strategies that my most successful clients are using to build their retirement accounts.
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Mat and his partner Mark Kohler have been serving clients nationwide for over 10 years from their law and accounting firms, and are dedicated to helping people better live the American Dream. Both are best-selling authors, nationally syndicated speakers, and have been featured in publications such as Entrepreneur, MSNBC, & the Wall Street Journal just to name a few. With their years of experience and knowledge, small business owners and entrepreneurs are sure to receive solid advice to help save money in the tax and legal area with the this show!
WHO ARE SELF DIRECTED IRA INVESTORS? AN ESSAYI was recently interviewed and asked, “what has caused so many investors to self-direct their retirement plan?” As many people know, self-directed retirement plan investors use their self-directed IRA and 401(k)s to invest into real estate, private companies, precious metals and other “non-wall street” investments. I’ve worked with thousands of self-directed IRA and 401(k) investors [...]
SEP IRA VERSUS SOLO 401(k): WHICH IS BEST FOR YOU?Self-employed persons have two options when it comes to establishing a retirement account. If you are self-employed and you want to save for retirement, two of your primary options will be a SEP IRA or a Solo 401K. The SEP IRA is a super-charged IRA account that runs off of IRA rules while the Solo [...]
CALIFORNIA ROLLOVER IRAs CAN RECEIVE ERISA STYLE CREDITOR PROTECTIONHave you rolled over your 401(K) plan or other employer based plan to a rollover IRA? Has someone told you that your rollover IRA in California isn’t protected from creditors. They're wrong. Retirement plans are known for being great places to build wealth and they have numerous tax and legal advantages. One of the key [...]
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Contact me for an appointment by using the form below. My hourly rate is $400 an hour and I offer a free 15 minute interview for new clients needing to determine if I can assist them with their project. Please note that I do not give any legal advice during interview phone calls but will explain my fees and services related to your legal matter. If you need legal advice or questions answered, please schedule an appointment. I look forward to hearing from you!
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It’s time to start thinking about year-end tax planning and as every savvy business owner knows,...
I was recently interviewed and asked, “what has caused so many investors to self-direct their...
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K.M. , - Attorney & Real Estate Investor
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Mark J. Kohler, - CPA, Attorney, Author
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