Extension Deadlines: IRA & 401k Strategies

Extension dates in ANY year bring with them other important deadlines regarding IRA, Roth, HSA, and ESA contributions. Mat and Mark break down the #s and the strategies as to consider when facing these regular deadlines.

Articles and Videos referenced in the show:

 "The Coverdell ESA or Educational IRA: The Hidden Gem" https://markjkohler.com/the-coverdell-esa-or-educational-ira/

"Last Chance to Write-off an HSA for 2020" https://markjkohler.com/an-hsa-may-be-your-best-tax-and-healthcare-strategy/

"Back Door Roth IRA Rules and Steps" https://sdirahandbook.com/self-directed-ira-investing/roth-iras-are-for-high-income-earners-too/

Learn more and sign up for the E-Newsletter at www.directedIRA.com/podcast.

For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/

Other:

Mat Sorensen: https://matsorensen.com

Mark J. Kohler: https://markjkohler.com/ 

KKOS: https://kkoslawyers.com

Main Street Business https://mainstreetbusiness.com