Extension dates in ANY year bring with them other important deadlines regarding IRA, Roth, HSA, and ESA contributions. Mat and Mark break down the #s and the strategies as to consider when facing these regular deadlines.
Articles and Videos referenced in the show:
"The Coverdell ESA or Educational IRA: The Hidden Gem" https://markjkohler.com/the-coverdell-esa-or-educational-ira/
"Last Chance to Write-off an HSA for 2020" https://markjkohler.com/an-hsa-may-be-your-best-tax-and-healthcare-strategy/
"Back Door Roth IRA Rules and Steps" https://sdirahandbook.com/self-directed-ira-investing/roth-iras-are-for-high-income-earners-too/
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For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Other:
Mat Sorensen:https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
