Episode
Year-End Roth Strategies
- Podcast
- Directed IRA Podcast
- Published
- Dec 11, 2025
- Duration seconds
- 1153
- Processing state
not_requested
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Summary
KKOS Webinar: Solo 401(k) Tax Credit for New and Existing Plans Mark and Mat return to the Directed IRA Podcast with holiday cheer, quick-fire banter, and a stocking stuffed with three Roth strategies that can transform your long-term wealth. This is the year-end roadmap every proactive investor needs. They break down how to time Roth conversions for maximum tax efficiency, how a Kid’s Roth IRA can quietly grow into a seven-figure legacy, and how the mega backdoor Roth lets both employees an...