EPISODE · Mar 26, 2021 · 54 MIN
Roth IRA Conversions and Chunking Strategies
from Directed IRA Podcast · host Mark Kohler and Mat Sorensen
Roth IRAs and Roth 401(k)s grow and come out tax-free at retirement. Mark and Mat outline the steps to get to Roth (it's for high-income earners too) from traditional IRA or 401(ks) and cover the sweet spots to keep the tax burden low when converting to Roth.Learn more at https://directedira.com/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.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com
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What this episode covers
Roth IRAs and Roth 401(k)s grow and come out tax-free at retirement. Mark and Mat outline the steps to get to Roth (it's for high-income earners too) from traditional IRA or 401(ks) and cover the sweet spots to keep the tax burden low when converting to Roth. Learn more at https://directedira.com/ 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? J...
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Roth IRA Conversions and Chunking Strategies
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