Self-Directed Mechanics - Transfers & Rollovers Explained! скачать в хорошем качестве

Self-Directed Mechanics - Transfers & Rollovers Explained!

In this episode of the Directed IRA Podcast, Mat Sorensen and Mark Kohler break down the mechanics of self-directed IRAs, focusing on transfers and rollovers. They discuss how investors can move funds from existing retirement accounts—such as IRAs, old employer 401(k)s, and other qualified plans—into a self-directed account to gain more control over their investments. Mat and Mark walk through the essential steps, including identifying what type of retirement account you currently have, understanding key terms, and ensuring a smooth transition to a self-directed IRA. They also highlight common mistakes investors make and provide practical tips on organizing account information for a seamless process. Whether you're new to self-directed investing or looking for a refresher on transfers and rollovers, this episode covers the critical steps to help you take control of your retirement funds. 🔹 Book a free call with our experienced team to open a self-directed account and get your questions answered! https://directedira.com/appointment/ 🔹 Subscribe for more insights on self-directed retirement investing! Unlock the power of self-directed investing at the 12th SDIRA Summit: https://sdirasummit.com/ ---- Websites: https://directedira.com/appointment https://kkoslawyers.com https://mainstreetbusiness.com https://matsorensen.com ---- My Social Media: Instagram:   / matsorensen   Tik Tok:   / sorensenmat   Linked In:   / matsorensen   Facebook:   / mat.sorensen.1   ---- 🚀 Disclaimer: This podcast is for educational purposes only and does not constitute financial advice. Consult with a qualified professional before making any investment decisions.