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If you're a business owner looking to give your child a head start with their retirement, book a call with Directed IRA to learn more about the Kid's Roth!: https://directedira.com/appointment/
Open a Trump Account here: https://trumpaccounts.gov/
In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down one of the newest retirement savings vehicles available to families: the Trump Account. They explain who qualifies, how the account works, and why they believe it has the potential to become a powerful long-term wealth-building tool for children. The discussion goes beyond the basics, covering tax strategies, Roth conversion opportunities, employer contribution rules, and how parents can use these accounts to teach their children the importance of investing from an early age.
Main Topics Covered
Whether you're a parent, grandparent, or business owner, this episode provides practical strategies for helping the next generation build wealth while taking advantage of new tax-advantaged opportunities.
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
By Mat Sorensen and Mark Kohler4.7
163163 ratings
If you're a business owner looking to give your child a head start with their retirement, book a call with Directed IRA to learn more about the Kid's Roth!: https://directedira.com/appointment/
Open a Trump Account here: https://trumpaccounts.gov/
In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler break down one of the newest retirement savings vehicles available to families: the Trump Account. They explain who qualifies, how the account works, and why they believe it has the potential to become a powerful long-term wealth-building tool for children. The discussion goes beyond the basics, covering tax strategies, Roth conversion opportunities, employer contribution rules, and how parents can use these accounts to teach their children the importance of investing from an early age.
Main Topics Covered
Whether you're a parent, grandparent, or business owner, this episode provides practical strategies for helping the next generation build wealth while taking advantage of new tax-advantaged opportunities.
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

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