285: How to Access Your Retirement Funds under the Stimulus Package

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

🗓️ 7 April 2020

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

Join Mark and Mat as they break down the new rules and opportunities under the CARES Act. These strategies open a wide array of options that can be used for taking fully advantage of the Stimulus package and a coordinated attack to save AND build your business. More information at www.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 Business Owners On Main St...

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.
0:15.0	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
0:24.4	with important tax deadlines and articles at refresh your wealth.com.
0:28.8	Now, here's Mark and Matt.
0:34.9	Hey, we are so grateful to be here. Thank you to entrepreneur, the team, their leadership in this crazy economic turmoil we're all going through. And our hurt goes out to so many of you business owners that have been impacted in a negative way or maybe even a disastrous way. It is so crazy out there. And our business has been
0:57.9	affected too. I don't think any business has not been affected. So what we're hoping to do today is
1:02.4	accomplish a big goal. And that is giving you more ways and creative strategies to access cash
1:10.5	in this difficult time and have no tax or no penalty
1:14.3	impact if we do it right. So I've got my amazing co-host partner, Matt Sorensen, who is just
1:20.9	the best. I love him. And he is my law partner of now 15 years. and just we've been cranking, helping small business
1:29.9	owners around the country.
1:31.4	Matt is also the author, now in its second edition of the self-directed IRA handbook with
1:37.9	sections on 401 s IRAs, ROTS, and how to access him for creative investments as well
1:44.1	as to use them in your
1:45.1	business if needs be. He is also the CEO of directed trust company. So or and I'm actually
1:53.0	I always screw up the title of how we want to call it directed IRA.com directed trust company.
1:57.6	Yeah, but you can you tell us. But Matt, thanks for being my amazing co-host here because you are
2:02.4	the true expert on this topic. Well, God, thanks, Mark. Man, other one you bring me in like that.
	...

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