#603 3 Year-End Retirement Account Deadlines You're Not Thinking About

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

🗓️ 28 November 2025

⏱️ 26 minutes

🔗️ Recording | iTunes | RSS

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Summary

These three retirement deadlines before December 31, 2025, could literally double your money overnight, unlock up to $70,000 of Roth contributions, and turn your accounts into a tax-free ATM for your future! In this episode of the Main Street Business Podcast, Mat Sorensen and Mark J. Kohler break down powerful, little-known 401(k) and Roth strategies that most employees and small business owners are completely missing. You’ll learn how to “match & out” your workplace 401(k) so you don’t...

Transcript

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0:00.0	This is going to impact you or a family member in a significant way.
0:03.8	If you want to set up a solo 401k, you have got to do it before you're in.
0:08.2	The people that are dropping 70 grand into a Roth IRA, that's a tax-free ATM.
0:13.5	So you mean I make 100% on my money in one day.
0:16.9	You will have $8,000 in your 401k, but you only put in four.
0:20.3	That's better than Bitcoin or Tesla or Microsoft combined.
0:24.0	You are in control, not your employer, not Wall Street, and not the government.
0:28.1	Take over your retirement people.
0:35.7	Welcome everyone to the Main Street Business Podcast.
0:37.9	This is Matt Sorensen, joined by the great and powerful Mark J. Kohler.
0:41.7	Thank you for that.
0:42.9	And I like our great and powerful topic today.
0:46.0	It's powerful because we're talking about tax-advantaged funds, your retirement
0:50.2	account dollars, and some things you need to know that have to be done by December 31st,
0:55.0	2025. And we love the title here that you're not thinking about because people just don't think
0:59.6	about these two or three unique strategies. And so this is going to be about IRAs, 401ks, so don't
1:06.5	go anywhere. I know that this is going to impact you or a family member in a significant way.
1:11.9	So let's dive into these three year-end deadlines that have kind of a ripple effect, they have
1:17.4	a domino effect in a variety areas, and they're a deadline that I don't think you're thinking
1:22.0	about. What's your number one? Number one, I'm going to talk about your 401k. If you have a 401k
1:26.3	at your job, you need to match and out.
1:28.7	That's a 401k strategy, Mark and I talk a lot about.
	...

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