Wealth Counsel Presentation: Last week I gave a presentation and continuing legal education class, What Every Lawyer and Advisor Needs to Know About Self Directed IRAs, to the Arizona Forum of Wealth Counsel. This was a mighty fine group of lawyers and they even bought all of the books I brought. Thanks guys. Here’s a copy of the slides from the presentation to anyone who is interested. WHAT EVERY LAWYER AND ADVISOR NEEDS TO KNOW ABOUT SDIRAs Wealth Counsel …
Self-Directed IRA Versus Solo 401(k)
Debating between a self-directed IRA and a solo 401(k)? Both accounts allow alternative investments like real estate and private companies—but the right fit depends on your self-employment status, income, and goals. In this article, Mat Sorensen explains the key differences in taxes, contributions, and set-up so you can choose the best structure for your retirement strategy.
