Mat Sorensen

Mat Sorensen is a lawyer, best-selling author, and a national speaker and expert on self-directed retirement accounts.

2 Comments

  1. Peter Miller
    August 12, 2019 @ 10:52 pm

    Thanks for the great article on RMDs. I am planning on taking out a Solo 401k and make contributions until I’m 70 years old. At 70 yo, I can roll over the 401k into a Roth IRA, and then with a Roth IRA, there are no RMDs correct? I was expecting you to cover this in your article at the end but didn’t see it.

    Reply

    • Dmitriy Fomichenko
      November 7, 2019 @ 1:31 pm

      Peter you are correct, you can use this strategy to avoid RMD.

      Reply

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