EP 25 - Extension Deadlines: IRA&401k Strategies - a podcast by Mark Kohler and Mat Sorensen

from 2021-05-13T17:00

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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.

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