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" <a href='https://markjkohler.com/the-coverdell-esa-or-educational-ira/'>https://markjkohler.com/the-coverdell-esa-or-educational-ira/</a>"Last Chance to Write-off an HSA for 2020" <a href='https://markjkohler.com/an-hsa-may-be-your-best-tax-and-healthcare-strategy/'>https://markjkohler.com/an-hsa-may-be-your-best-tax-and-healthcare-strategy/</a>"Back Door Roth IRA Rules and Steps" <a href='https://sdirahandbook.com/self-directed-ira-investing/roth-iras-are-for-high-income-earners-too/'>https://sdirahandbook.com/self-directed-ira-investing/roth-iras-are-for-high-income-earners-too/</a>Learn more and sign up for the E-Newsletter at <a href='http://www.directedira.com/podcast'>www.directedIRA.com/podcast</a>.For questions or to learn more about this episode's topic, book a call with an IRA specialist here: <a href='https://directedira.com/appointment/'>https://directedira.com/appointment/</a>Other:Mat Sorensen: <a href='https://matsorensen.com/'>https://matsorensen.com</a>Mark J. Kohler: <a href='https://markjkohler.com/'>https://markjkohler.com/</a> KKOS: <a href='https://kkoslawyers.com'>https://kkoslawyers.com</a>Main Street Business <a href='https://mainstreetbusiness.com'>https://mainstreetbusiness.com</a>

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/ Other: Mat Sorensen: https://matsorensen.com Mark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com

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:&nbsp;"The Coverdell ESA or Educational IRA: The Hidden Gem" <a href="https://markjkohler.com/the-coverdell-esa-or-educational-ira/" rel="noopener noreferrer">https://markjkohler.com/the-coverdell-esa-or-educational-ira/</a>"Last Chance to Write-off an HSA for 2020" <a href="https://markjkohler.com/an-hsa-may-be-your-best-tax-and-healthcare-strategy/" rel="noopener noreferrer">https://markjkohler.com/an-hsa-may-be-your-best-tax-and-healthcare-strategy/</a>"Back Door Roth IRA Rules and Steps" <a href="https://sdirahandbook.com/self-directed-ira-investing/roth-iras-are-for-high-income-earners-too/" rel="noopener noreferrer">https://sdirahandbook.com/self-directed-ira-investing/roth-iras-are-for-high-income-earners-too/</a>Learn more and sign up for the E-Newsletter at <a href="http://www.directedira.com/podcast" rel="noopener noreferrer">www.directedIRA.com/podcast</a>.For questions or to learn more about this episode's topic, book a call with an IRA specialist here: <a href="https://directedira.com/appointment/" rel="noopener noreferrer">https://directedira.com/appointment/</a>Other:Mat Sorensen: <a href="https://matsorensen.com/" rel="noopener noreferrer">https://matsorensen.com</a>Mark J. Kohler: <a href="https://markjkohler.com/" rel="noopener noreferrer">https://markjkohler.com/</a>&nbsp;KKOS: <a href="https://kkoslawyers.com" rel="noopener noreferrer">https://kkoslawyers.com</a>Main Street Business <a href="https://mainstreetbusiness.com" rel="noopener noreferrer">https://mainstreetbusiness.com</a>

Extension Deadlines: IRA & 401k Strategies

The Directed IRA Podcast, hosted by attorneys Mat Sorensen and Mark J. Kohler, is the leading source for investors navigating the world of self-directed IRAs and 401(k)s. As co-founders of Directed IRA &amp; Directed Trust Company (<a href="https://directedira.com">directedira.com</a>), Mat and Mark have helped thousands of clients invest in alternative assets using tax-advantaged retirement accounts. Episodes cover topics related to self-directing retirement accounts, such as Roth IRAs, Solo 401(k)s, real estate, private equity and venture funds, promissory notes, private placements (PPMs), start-ups, IRA/LLCs (Checkbook IRAs), and the UBIT/UDFI tax rules. The podcast also addresses prohibited transactions and shares real-world examples from investors who have successfully self-directed their retirement for decades.Whether you're a seasoned investor or just getting started, this podcast offers practical, expert-level insights into building wealth through self-directed strategies. Mat Sorensen is an attorney, best-selling author of The Self-Directed IRA Handbook, and CEO of Directed IRA &amp; Directed Trust Company, a leading self-directed IRA custodian with nearly $3 billion under administration. He is a national expert on self-directed retirement strategies and a Senior Partner at KKOS Lawyers. Mat also co-hosts The Main Street Business Podcast along with Mark J. Kohler.&nbsp;Mark J. Kohler is a CPA, attorney, best-selling author of six books, and a nationally recognized authority on small business tax and legal strategies. Mark serves as a Senior Partner at KKOS Lawyers and Board Member at Directed IRA Trust Company, which manages over $3 billion in assets. As the founder of the Main Street Certified Tax Advisor Program, Mark has trained thousands of CPAs and Enrolled Agents nationwide, helping millions of small business owners better navigate tax and legal strategies. Mark also co-hosts The Main Street Business Podcast along with Mat Sorensen.

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Investing

The Directed IRA Podcast, hosted by attorneys Mat Sorensen and Mark J. Kohler, is the leading source for investors navigating the world of self-directed IRAs and 401(k)s. As co-founders of Directed IRA & Directed Trust Company (directedira.com), Mat and Mark have helped thousands of clients invest in alternative assets using tax-advantaged retirement accounts. Episodes cover topics related to self-directing retirement accounts, such as Roth IRAs, Solo 401(k)s, real estate, private equity and venture funds, promissory notes, private placements (PPMs), start-ups, IRA/LLCs (Checkbook IRAs), and the UBIT/UDFI tax rules. The podcast also addresses prohibited transactions and shares real-world examples from investors who have successfully self-directed their retirement for decades. Whether you're a seasoned investor or just getting started, this podcast offers practical, expert-level insights into building wealth through self-directed strategies. Mat Sorensen is an attorney, best-selling author of The Self-Directed IRA Handbook, and CEO of Directed IRA & Directed Trust Company, a leading self-directed IRA custodian with nearly $3 billion under administration. He is a national expert on self-directed retirement strategies and a Senior Partner at KKOS Lawyers. Mat also co-hosts The Main Street Business Podcast along with Mark J. Kohler.  Mark J. Kohler is a CPA, attorney, best-selling author of six books, and a nationally recognized authority on small business tax and legal strategies. Mark serves as a Senior Partner at KKOS Lawyers and Board Member at Directed IRA Trust Company, which manages over $3 billion in assets. As the founder of the Main Street Certified Tax Advisor Program, Mark has trained thousands of CPAs and Enrolled Agents nationwide, helping millions of small business owners better navigate tax and legal strategies. Mark also co-hosts The Main Street Business Podcast along with Mat Sorensen.

The Directed IRA Podcast, hosted by attorneys Mat Sorensen and Mark J. Kohler, is the leading source for investors navigating the world of self-directed IRAs and 401(k)s. As co-founders of Directed IRA &amp; Directed Trust Company (<a href="https://directedira.com" rel="noopener noreferrer">directedira.com</a>), Mat and Mark have helped thousands of clients invest in alternative assets using tax-advantaged retirement accounts. Episodes cover topics related to self-directing retirement accounts, such as Roth IRAs, Solo 401(k)s, real estate, private equity and venture funds, promissory notes, private placements (PPMs), start-ups, IRA/LLCs (Checkbook IRAs), and the UBIT/UDFI tax rules. The podcast also addresses prohibited transactions and shares real-world examples from investors who have successfully self-directed their retirement for decades.Whether you're a seasoned investor or just getting started, this podcast offers practical, expert-level insights into building wealth through self-directed strategies. Mat Sorensen is an attorney, best-selling author of The Self-Directed IRA Handbook, and CEO of Directed IRA &amp; Directed Trust Company, a leading self-directed IRA custodian with nearly $3 billion under administration. He is a national expert on self-directed retirement strategies and a Senior Partner at KKOS Lawyers. Mat also co-hosts The Main Street Business Podcast along with Mark J. Kohler.&nbsp;Mark J. Kohler is a CPA, attorney, best-selling author of six books, and a nationally recognized authority on small business tax and legal strategies. Mark serves as a Senior Partner at KKOS Lawyers and Board Member at Directed IRA Trust Company, which manages over $3 billion in assets. As the founder of the Main Street Certified Tax Advisor Program, Mark has trained thousands of CPAs and Enrolled Agents nationwide, helping millions of small business owners better navigate tax and legal strategies. Mark also co-hosts The Main Street Business Podcast along with Mat Sorensen.

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