168: The Secret to the 401(k) and Year-End Tax Planning

Main Street Business

Mark J Kohler and Mat Sorensen

Tax Reform, Entrepreneurship, Business, Irs Updates, Tax Tips, Legal Compliance, Business Structure, Tax Prep, Accounting, Tax Strategies, Management, Financial Reporting, Estate Planning

2.4 • 584 Ratings

🗓️ 6 November 2017

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Join Mark and Mat as they discuss the 401(k) and year-end tax planning. Make sure to take notes because the power of the 401(k) for a small business owner is something to take seriously. We desperately want our clients to have a well-balanced approach to wealth building and the 401(k) is a part of it. Learn more at RefreshYourWealth.com Grab my eBook 30 Unique Strategies Every Business Owner Should Know! You don't want to miss this! Secure your tickets for the #1 Event For Small Bu...

Transcript

Click on a timestamp to play from that location

0:00.0	Broadcasting worldwide on Internet Radio.
0:07.0	Refreshing takes on legal strategies.
0:10.1	Straightforward answers to difficult tax questions.
0:13.2	Independent ideas on building wealth.
0:15.8	It's the Refresh Your Wealth Show with Mark Kohler and Matt Sorensen.
0:19.8	Get your free copy of Mark and Matt's ebooks and sign up for their weekly free newsletter
0:24.4	with important tax deadlines and articles at refresh your wealth.com.
0:28.8	Now, here's Mark and Matt.
0:58.7	Okay. Welcome, everyone to the Refresh Your World Show with Mark Kohler and Matt Sorenson. This is Matt Sorenson. And today is a special day because we are actually together, Mark Kohler and Matt Sorenson.
1:04.5	That's right. Live together. Yeah, maybe. I can like see Mark's beautiful face. Handsome.
1:11.9	Well, thank you. And it's a little awkward being cuddled up to this microphone together so intimately. But, it's what we do for you at the listener you take it the extra level we'll get intimate if we have to
1:17.4	um well we're excited for today's topic and uh today let me just say what we're going to talk about
1:24.9	we're going to kind of mix it up today you know this is a
1:27.6	little different coming at you from a few different angles today and how we usually approach the show
1:33.4	but we're going to be talking about the secret to the self-employed 401k today that's the topic
1:39.6	we're talking about in the second half of the show and And we'll be bringing on attorney Kevin Kennedy.
1:44.6	He's an attorney in the Phoenix office of KQS lawyers, been the expert for us on a lot of
1:50.2	401K strategies, solo 401Ks, self-directing 401Ks.
1:54.8	So we're going to have him come on and bring out the secrets and why anyone who's self-employed
1:58.6	needs to know about this critical retirement strategy.
2:01.6	Yeah, and we want to, again, welcome any new listeners to the Refresh Your Welts show.
2:06.6	Maybe you've come upon this podcast by doing some simple searches through iTunes or your app that you're using to listen to podcasts.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Mark J Kohler and Mat Sorensen, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Mark J Kohler and Mat Sorensen and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.