Ep.73: Solo 401(k) Structures and Strategies - podcast episode cover

Ep.73: Solo 401(k) Structures and Strategies

Oct 17, 202256 min
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

In this Podcast Mat Sorensen, CEO and Aaron Halderman, COO of Directed IRA discussed everything you need to know about Solo 401(k)s including:

  • 4 Key Points to Consider When Using a Solo 401(k)
  • Do I Need an LLC to have a Solo 401(k)
  • What are the Qualifications
  • What is a Side-door Solo 401(k)
  • Increased Contribution Limits for 2022
  • UDFI Tax
  • Contribution Deadlines: Rules, Steps, and Strategies

Mat & Aaron also answered numerous Solo 401k questions regarding account qualification and  types of strategies. 

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



For the best experience, listen in Metacast app for iOS or Android
Open in Metacast
Ep.73: Solo 401(k) Structures and Strategies | Directed IRA Podcast - Listen or read transcript on Metacast