Why Your Old 401(k) or Sleepy IRA Needs Attention

Episode Summary

Ready to get started? Book a call with one of our IRA specialists!: https://directedira.com/appointment/If you’ve got an old 401(k) or IRA collecting dust, it’s time to take control. In this episode, Mat and Mark explain how to move your account into a self-directed IRA—without triggering taxes or penalties—and why it matters. You’ll learn what you can invest in, from real estate to startups, and how to avoid costly mistakes. Mat and Mark also share real examples and walk you through the steps to get started. Don’t let your retirement account sit idle—put it to work.00:00:10 – Why Your Old 401(k) or Sleepy IRA Needs Attention00:02:04 – Understanding the Power of Self-Directed IRAs00:03:17 – Common Myths and Misconceptions00:04:37 – What You Can Invest In with a Self-Directed IRA00:05:13 – How to Move Your IRA Without Tax or Penalty00:08:50 – Real Investment Examples: Real Estate, Crypto, and More00:17:00 – Prohibited Transactions and Restrictions00:20:32 – How to Get Started with Directed IRADirected IRA Homepage: https://directedira.com/Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRABook a Call: https://directedira.com/appointment/Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com
... Show More

    No results