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Main Street Business

240: Roth IRAs - A Deep Dive

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

2.4584 Ratings

🗓️ 4 April 2019

⏱️ 62 minutes

🧾️ Download transcript

Summary

Join Mark and Mat as they dive deep into the topic of Roth Iras. This is not a 'superficial' look or review. If you don't know what a Roth is OR THINK you know...this Podcast will blow your mind! A ton of detailed, hard-hitting technical data with a basic intro to boot. Regular tax tips are also here with two important tips BEFORE you file your taxes. For more information visit refreshyourwealth.com Grab my eBook 30 Unique Strategies Every Business Owner Should Know!&n...

Transcript

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0:00.0

Broadcasting worldwide on Internet Radio.

0:07.0

Refreshing takes on legal strategies.

0:10.0

Straightforward answers to difficult tax questions.

0:13.0

Independent ideas on building wealth.

0:16.0

It's the Refresh Your Wealth Show with Mark Kohler and Matt Sorenson.

0:19.0

Get your free copy of Mark and Matt's ebooks and sign up for their weekly free newsletter with important tax deadlines and articles at refresh your wealth.com.

0:28.7

Now, here's Mark and Matt.

0:53.6

Yeah. Welcome, everybody to today's episode of Refresh Your Wealth with yours truly Mark Kohler and my amazing co-host Matt Sorenson.

0:58.4

Coming to you, I don't know where, anywhere.

1:00.0

I don't even know where I'm at today.

1:05.0

Coming at you, well, we're just here, guys. We're just here.

1:05.8

We're just here.

1:07.3

I knew that was my little opportunity to jump in there.

1:12.9

But, you know, I just don't, I just,

1:17.7

I need to come up with the, you know, when you always, you bring in the same line, you know, you come in with, with my amazing partner, Matt Swanson, and I need to like have like a,

1:24.4

an amazing tagline. I need like a tagline or something like come in, you know.

1:28.4

You could say, and I'm here with my amazing co-host, Mark Kohler. See? Oh, okay. Throw the love back. Switcheroo. Oh, is that how you do it. Okay. Now, for those of you that have never listened to us before, you may be thinking, these guys are jokesters, what am I doing? And hey, give us 10 more seconds.

1:43.9

What we are all about

1:45.0

is saving taxes, building wealth, protecting your assets, building your business, American dream,

1:51.1

all the above. We try to keep it fun, interesting. I'm a CPA and an attorney, Matt, as a tax

1:57.7

attorney specializing in retirement planning, and we've got a sweet

2:03.2

law firm, a sister accounting firm, our trust company self-directing IRAs and SEPs and HSAs and

...

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