#21 Strategies For Moving an Old IRA or 401k to a Self-Directed IRA

  Рет қаралды 2,708

Mat Sorensen - Wealth Lawyer & Entrepreneur

Mat Sorensen - Wealth Lawyer & Entrepreneur

Күн бұрын

Пікірлер: 6
@elisehazzard5028
@elisehazzard5028 3 жыл бұрын
Definitely worth the time and effort to self direct. Keep the 'directed ira podcast' pipeline full!
@bet.gaming8031
@bet.gaming8031 3 жыл бұрын
"they're going to act like you're trying to get a patent for plutonium!" Hit the nail on the head!!!!
@freeinFL
@freeinFL 3 жыл бұрын
Thank you.
@freeinFL
@freeinFL 3 жыл бұрын
The Ira contribution date for 2020 is May 17. Does this date apply to converting a traditional Ira to a Roth? Even if I’ve already filed 2020 return? Can I file an amendment to convert?
@MatSorensen
@MatSorensen 3 жыл бұрын
The year the conversion is done is the year the tax is incurred. So the extension does not apply to Roth conversions, unfortunately.
@ElCidPhysics90
@ElCidPhysics90 6 ай бұрын
Y’all look so young here
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