Year-End Roth Strategies

KKOS Webinar: Solo 401(k) Tax Credit for New and Existing Plans Mark and Mat return to the Directed IRA Podcast with holiday cheer, quick-fire banter, and a stocking stuffed with three Roth strategies that can transform your long-term wealth. This is the year-end roadmap every proactive investor needs. They break down how to time Roth conversions for maximum tax efficiency, how a Kid’s Roth IRA can quietly grow into a seven-figure legacy, and how the mega backdoor Roth lets both employees and small business owners pump serious dollars into the tax-free zone. If you want your money growing tax-free, your strategy dialed in, and your year-end planning wrapped with confidence, settle in for this quick, insightful, and entertaining episode. Chapters: 0:00 - Warm Welcome And Light Banter 1:12 - Roadmap: Three Year-End Roth Strategies 1:54 - Strategy One: Roth Conversions And Chunking 4:20 - Brackets, Deductions, And Timing The Tax 7:16 - Backdoor Roth Clarified For High Earners 8:04 - Strategy Two: Kids Roth IRA Mechanics 11:18 - Paying Kids Legitimately And Funding Options 15:02 - Early Compounding And Grandparent Angle 18:27 - Strategy Three: Mega Backdoor Roth Overview 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 Lawyers: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com