Directed IRA Podcast

The Solo 401K - The Ins and Outs

November 15, 2023 Mat Sorensen and Mark Kohler
Directed IRA Podcast
The Solo 401K - The Ins and Outs
Show Notes

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

We cover the following topics:

-New Roth Rules for 2023 and Beyond
-Contributing 10 times more annually than an IRA
-Understanding the necessity of an LLC for a Solo 401(k)
-Qualification criteria
-Avoiding common mistakes
-Exploring the increased contribution limits for 2023 ($66k) and 2024


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