Articles
Back Door Roth IRA Rules and Steps
Roth IRAs can be established and funded for high-income earners by using what is known as the “back door” Roth IRA contribution method. Many high-income earners believe that they can’t contribute to a Roth IRA because they make too much money and/or because they...
Trump Accounts Explained: How the New Child Retirement Account Can Become a Roth IRA
Trump Accounts are a new retirement account for children that allow families to contribute up to $5,000 per year without earned income. While the account initially functions like a traditional IRA, its real value lies in the ability to convert it to a Roth IRA at age 18. With proper planning, Trump Accounts can become one of the most powerful tools for creating decades of tax-free growth for a child’s future.
LLC Masterclass Part 2: How to Set Up an LLC the Right Way
Setting up an LLC? Don’t just fill out a form and hope for the best. In Part 2 of Mat Sorensen’s LLC Masterclass, you’ll learn the four key steps to setting up your LLC the right way—plus critical tips on tax elections, operating agreements, and choosing the right state. If you want asset protection, clean books, and IRS compliance, this guide walks you through exactly how to do it.
LLC Masterclass, Part 1: Do You Really NEED an LLC for Your Business or Real Estate Investment?
Not sure if you really need an LLC? In Part 1 of Mat Sorensen’s LLC Masterclass, you’ll learn the four key scenarios where an LLC is essential—and what you’re risking if you don’t have one. From asset protection to partnerships and real estate, this guide walks through when and why to form an LLC, plus critical tax considerations to avoid costly mistakes.
New House Tax Bill Drops: Expanded Deductions & Credits in 2025
The U.S. House of Representatives has released its new tax bill with major changes on deck for 2025. The legislation proposes an increase to the small business deduction, expanded Child Tax Credit, and a permanent extension of several key tax cuts from prior reform—signaling meaningful relief for business owners and families alike.
Stock Market Falling…These 3 Strategies Could SAVE You!
The S&P 500 is down 15%—what should investors do? Don’t panic. Learn how smart investors protect and build wealth during market corrections using strategies like tax loss harvesting, portfolio reallocation, and staying invested through the rebound.
How the “Buy, Borrow, Die” Strategy Builds Wealth and Avoids Taxes
Discover how the wealthy use the Buy, Borrow, Die strategy to build long-term, tax-free wealth. Learn how to grow appreciating assets, borrow against them without triggering taxes, and pass them on to heirs with a step-up in basis—legally and efficiently.
What to Do with a 401(k) When You Leave Your Employer
What should you do with your 401(k) after leaving your job? This guide walks through your options—like rolling it into an IRA, moving it to a new employer, or cashing out—plus the risks, tax traps, and best practices for protecting your retirement savings.
BOI Requirement Does Not Apply to U.S. LLCs and Corporations: Final Interim Rule
New federal ruling confirms it: U.S. LLCs and corporations are officially exempt from BOI reporting under the Corporate Transparency Act. Learn what this legally binding update means for your compliance requirements and why the rule is temporarily—but not permanently—off the table.
Sample Podcast
In this episode of the Directed IRA Podcast, Mark Kohler and Mat Sorensen break down the key steps to setting up and funding a self-directed IRA. If you have an existing IRA, 401(k), or another retirement account, and you’re wondering how to transition into...
