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Tax-Free Investing & Contribution Deadlines: Your Self-Directed Account Questions Answered

Season 5 Episode 1 Published 2 years, 6 months ago
Description

Mat and Mark discuss crucial deadlines for Roth conversions, clarifying the 2023 tax implications and compliance requirements for various LLC-owned retirement accounts. Alongside holiday banter and a touch of festive attire. Discover answers to your pressing questions on self-directed retirement accounts, cost segregation strategies, and the nuances of Solo 401(k) contributions. Uncover insights into VRBO taxes, multifamily and Single Family home purchases, and how to create Tax-Free Real Estate Investments.

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

Other:

Mat Sorensen: https://matsorensen.com

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

KKOS: https://kkoslawyers.com

Main Street Business https://mainstreetbusiness.com



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