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Showing posts with the label MarkKohler

Married Couples: Should You Choose to File Taxes Jointly or Separately? By Mark Kohler

Mark Kohler, senior tax advisor at TaxSlayer, discusses if you should file taxes jointly or separately if you are married. Married filing jointly is generally better than filing separately. You get the dependent care expense, the adoption expense, and double the standard deduction. Instances when filing separately pays off: when you and your spouse make the same amount of money. Some itemized deductions are more beneficial on a personal level.... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA Marriage brings a multitude of financial decisions, and one of the most prominent ones is filing taxes. As a married couple, you have the option to file your taxes jointly or separately. Both approaches have their advantages and disadvantages, so it's essential to carefully evaluate which option best suits your financial situation. Let&#

Utilizing Your Self-Directed IRA & 401K for Lending and Note Investments

In todays episode Mat and Mark discuss Lending and notes with your Self-Directed IRA and 401K. Real Estate is the top invested asset here at Directed IRA, and this is how you can take your retirement to the next level. Before investing your hard-earned savings or self-directed IRA into an “alternative” business or real estate investment of another, you need to ask hard questions to the person or company receiving your money. Here are some tips to keep you out of legal trouble and to help you avoid bad investments or structures. --- Leave your questions in the comment section below! 🔊 Found this video helpful? Click the Like bottom & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. ---- Learn how to take control of your retirement - Self-directed IRA Podcast - Be an expert/shop my products - Blog & Articles - ---- Connect with me online: - Instagram: - Facebook: - LinkedIn: - Twitter: Leave you

Developing the Entrepreneurial Mindset through Cayla Craft

Contact us and get my FREE My Ultimate Tax Strategy Guide: Learn more about Cayla Craft: Get certified In EVERY strategy I teach! Learn how by booking a FREE 15-minute demo: My certification program for Tax Professionals: To Get Started With Any One of My Teams: I go LIVE almost every week...Don't forget to Subscribe and Hit that bell icon so you get a notification every time I upload a new video or go LIVE If you liked the video, please give it a "Thumbs up!" and please subscribe to see more! #entrepreneur #smallbusiness #financialfreedom #Taxes #avoidtaxes #paylesstaxes #wealth #tax #realestateinvestment #Markjkohler #KKOSLawyers #markjkohlerLIVE #Entrepreneur #rentalrealestate #taxplanning #smallbusiness #taxlaw 00:00 Intro 00:44 Topic Overview O1:49 Cayla Craft’s Start 04:25 Overcoming Independence Fear 06:40 The Next Step 07:30 Cayla Craft’s Real Estate Project’s 09:11 Real Estate 10:24 Cayla Craft’s Cash Advance Syndication 14:56 Ideas to

Enhanced Retirement Savings: The HSA - Comparable to a Roth IRA on Steroids

Tax Professionals check out my new Certified Tax Advisor Program here : A Health Savings Account (HSA) and a Health Reimbursement Account (HRA) are both powerful tools for health and retirement planning . An HSA allows individuals to save pre-tax dollars for medical expenses, which can be used tax-free in retirement. Meanwhile, a Roth IRA allows for tax-free growth and withdrawals in retirement, making it an ideal vehicle for long-term savings. Together, these accounts can help individuals achieve their retirement goals and ensure financial security in their golden years. Sign up for the news letter today to get my BRAND NEW eBook The Ultimate Tax Strategy Guide visit: To get your Comprehensive Business & Tax Consult: Everything you need is right here for you! #Taxes #avoidtaxes #paylesstaxes #wealth #tax #realestateinvestment #Markjkohler #KKOSLawyers EVERYONE should know these strategies! A huge part of building wealth, is knowing the best strategies to prote

Mega Back Door ROTH Revealed

A MEGA backdoor Roth? YES! You heard that right. Investors can contribute more than $60,000 per year with this game-changing strategy. Super Charge your Roth accounts. For more info make sure to check out DirectedIRA.com The Directed IRA Webinar series is an educational resource provided by Directed IRA & Directed Trust Company Directed IRA has helped thousands of self-directed investors and has processed over half a billion in self-directed transactions. It is the highest-rated self-directed IRA custodian based on verified google reviews and takes pride in providing knowledgeable and helpful service to its customers. Self-directed accounts can be fully opened within 5 minutes using Directed’s online e-sign application. The Self-Directed IRA Summit is an annual educational event (1 ½ days) providing live self-directed IRA education and networking and is hosted by Directed IRA. You can buy the recording of prior years at Mat Sorensen’s book, The Self-Directed IRA H

Backdoor ROTH IRA for 2023 and beyond

Roth IRAs can be established and funded for high-income earners by using what is known as the “back door” Roth IRA contribution method. Many high-income earners believe that they can’t contribute to a Roth IRA because they make too much money and/or because they participate in a company 401k plan . Fortunately, this thinking is wrong. While direct contributions to a Roth IRA are limited to taxpayers with income in excess of $140,000 ($218,000 for married taxpayers, 2023), those whose income exceeds these amounts may make annual contributions to a non-deductible traditional IRA and then convert those amounts over to a Roth IRA. ---- Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding a Real Estate IRA or a Self-Directed IRA. ---- 🔊 Found this video helpful? Click the Like button & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. Don't forget

SOLO 401K VS. SEP IRA

In this episode, Mat and Mark discuss the differences between Solo 401Ks and SEP IRAs; they explain which plan is right for YOU! Link too Article on Solo 401Ks: ---- SEP IRA can now be ROTH: ---- Leave your questions in the comment section below! 🔊 Found this video helpful? Click the Like bottom & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. --- Learn how to take control of your retirement - Self-directed IRA Podcast - Be an expert/shop my products - Blog & Articles - --- Connect with me online: - Instagram: - Facebook: - LinkedIn: - Twitter: ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERT IRA TO GOLD: Gold IRA Account CONVERT IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA When it comes to retirement savings, there are many options available to business owners. Two of the most popular options are the Solo 401K and the SEP IRA. Both

#2 Investment Options with a Self-Directed IRA and 401k | Directed IRA Podcast |

Hosts and Tax Lawyers Mat Sorensen and Mark Kohler go into detail about all the investment options available when Self Directing a retirement account . These include real estate (rental and flip), IRA/LLCs (aka checkbook control IRAs), LP and LLCs, private small businesses, loans and notes, cryptocurrency, and precious metals. Mat and Mark both self-direct their own retirement accounts and co-founded Directed IRA, where they have assisted thousands of clients with their self-directed accounts. Their law firm KKOS Lawyers has worked with over 10,000 self-directed IRA clients and has two decades of experience. The Directed IRA podcast is an educational resource provided by Directed IRA & Directed Trust Company Directed IRA has helped thousands of self-directed investors and has processed over half a billion in self-directed transactions. It is the highest-rated self-directed IRA custodian based on verified google reviews and takes pride in providing knowledgeable and hel

Tax Free Wealth - Powerhouse Roth IRA Strategies (No Stocks)

Everything you need is right here for you! Get started Self-Directing visit: #realestate #investing #retirement #taxfree #taxes #Markjkohler #KKOSLawyers I have the perfect book for you. Learn how to start your own business and if you already have one HELP it grow! With my 8 Steps to Start and Grow your Business, you will be on your way to financial freedom and taking control of your money. Go check it out at Your financial wealth starts today! I go LIVE almost every week...Don't forget to Subscribe and Hit that bell icon so you get a notification every time I upload a new video or go LIVE SIGN UP for my weekly newsletter to download my FREE E-book "The 10 Best Tax-Saving Secrets Everyone Should Know" and schedule an Interview with an Attorney or CPA from my team! Visit www.markjkohler.com/youtube If you need help structuring your business or setting up your S-corp to save the most on taxes and ensure maximum asset protection, click here to schedule

OPEN FORUM SHOW - Self-Directed Retirement Plan Questions

Join Mark and Mat as they answer your difficult Self-Directed retirement plan questions. Mark and Mat dive deep into all of your questions on Self Directing your Roth IRA, 401(k), Traditional IRA, Coverdale, HSA, and more. To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit ... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/open-forum-show-self-directed-retirement-plan-questions/?feed_id=61328&_unique_id=63c683493f56f #Inflation #Retirement #GoldIRA #Wealth #Investing #401k #Coverdale #DIRA #directed #DirectedIRA #HSA #MarkKohler #Mat #MatSorensen #OpenForum #Podcast #Questions #Retirement #retirementplanning #RothIRA #sdira #Selfdirectedretirement #traditionalIRA #SelfDirectedIRA #401k #Coverdale #DIRA #directed #DirectedIRA #HSA #MarkKohle

411: Last Minute Action Items For Tax Savings Before Year End

Titan Bank LINK: Become a Tax Pro! CLICK HERE! #Taxfree #taxes #Markjkohler #KKOSLawyers #legal #Smallbusiness Everything you need is right here for you! The Crypto IRA Page at Directed IRA: #Taxfree #taxes #Markjkohler #KKOSLawyers #legal I go LIVE almost every week...Don't forget to Subscribe and Hit that bell icon so you get a notification every time I upload a new video or go LIVE SIGN UP for my weekly newsletter to download my FREE E-book "The 10 Best Tax-Saving Secrets Everyone Should Know" and schedule an Interview with an Attorney or CPA from my team! Visit www.markjkohler.com/youtube If you need help structuring your business or setting up your S-corp to save the most on taxes and ensure maximum asset protection, click here to schedule an interview: www.kkoslawyers.com/contact-us Visit markjkohler.com for all of Mark's game-changing educational materials, take charge of your ship, and start SAVING thousands in taxes! If you liked the

HUGE CHANGES TO IRA'S AND 401 K'S - NEW LAWS IN AFFECT

Did the Grinch or Santa Claus come to town? Biden signs the new bill... What does this mean for small business owners?? Want to know all about this topic? Visit my website to read the full article - Huge Changes to IRAs and 401(k)s in New Budget Law that Affects Everyone - ---- Leave your questions in the comment section below! 🔊 Found this video helpful? Click the Like bottom & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. --- Learn how to take control of your retirement - Self-directed IRA Podcast - Be an expert/shop my products - Blog & Articles - --- Connect with me online: - Instagram: - Facebook: - LinkedIn: - Twitter: ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/huge-changes-to-iras-and-401-ks-new-l

409 Open Forum Q & A Your Tax and Legal Questions!

Wanna become a Tax Pro? CLICK HERE! : Everything you need is right here for you! The Crypto IRA Page at Directed IRA: #Taxfree #taxes #Markjkohler #KKOSLawyers #legal I go LIVE almost every week...Don't forget to Subscribe and Hit that bell icon so you get a notification every time I upload a new video or go LIVE SIGN UP for my weekly newsletter to download my FREE E-book "The 10 Best Tax-Saving Secrets Everyone Should Know" and schedule an Interview with an Attorney or CPA from my team! Visit www.markjkohler.com/youtube If you need help structuring your business or setting up your S-corp to save the most on taxes and ensure maximum asset protection, click here to schedule an interview: www.kkoslawyers.com/contact-us Visit markjkohler.com for all of Mark's game-changing educational materials, take charge of your ship, and start SAVING thousands in taxes! If you liked the video, please give it a "Thumbs up!" and please subscribe to see

403: The Power Of a Solo 401K | What You Need To Know

$100 Off Our Self-Directed Solo 401(k) Special #Taxfree #taxes #tax #Markjkohler #KKOSLawyers #legal #401k Join Us @ Linktree I go LIVE almost every week...Don't forget to Subscribe and Hit that bell icon so you get a notification every time I upload a new video or go LIVE SIGN UP for my weekly newsletter to download my FREE E-book "The 10 Best Tax-Saving Secrets Everyone Should Know" and schedule an Interview with an Attorney or CPA from my team! Visit www.markjkohler.com/youtube If you need help structuring your business or setting up your S-corp to save the most on taxes and ensure maximum asset protection, click here to schedule an interview: www.kkoslawyers.com/contact-us Visit markjkohler.com for all of Mark's game-changing educational materials, take charge of your ship, and start SAVING thousands in taxes! If you liked the video, please give it a "Thumbs up!" and please subscribe to see more! Set up a self-directed retirement a

The Solo 401k, Using an LLC or S-Corp, Tax Strategies, & More - The Open Forum Show

Everything you need is right here for you! Get your tickets to one of this Fall's workshops: #LLC #S-corp #smallbusiness #entrepreneur #taxes #Markjkohler #KKOSLawyers #CRT Questions: 0:00 Introduction 3:00 Understanding Bankruptcy 5:25 Solo 401k Rules 8:54 Which Entity is Best for Doing International Business? 11:54 Roth Solo 401k Contribution Questions 14:39 Payroll Sweet Spot in Your S-Corp 18:10 Writing Off Start-Up Costs 24:49 Back Dating your S-Corp Conversion 25:50 Moving Deduction / Home Office Deduction strategy 28:52 The Difference Between Holding & Managing Companies 37:55 Limited Partnerships or LPs 41:00 Can you max out a Roth and Traditional IRA in the same year? 44:59 Strategies to Shut Down a Business I have the perfect book for you. Learn how to start your own business and if you already have one HELP it grow! With my 8 Steps to Start and Grow your Business, you will be on your way to financial freedom and taking control of your money. Go che

Invest in Real Estate w/ Self Directed IRA or Solo 401k Retirement Accounts

This is how you can invest in real estate with your self directed IRA and solo 401k to make even more money for your retirement. Get $100 OFF Rocket Dollar: Use the promo code MASTERPASSIVEINCOME22 Get the Free Real Estate Investing Course: Join the Real Estate Wealth Builders Investor Membership // WHAT TO WATCH NEXT How to Become Successfully Unemployed: 14 Ways to Fund Your Real Estate Investing: How to Start Investing In Real Estate: How to Analyze a Real Estate Investing Deal in 5 Seconds: How to Set Up Your LLC for Your Business: How to Use Owner Financing to Make Loads of Money: //BEST REAL ESTATE INVESTING RESOURCE LINKS Get Business Funding Great High Interest Savings Account: Accurate Rental Rates: Self Directed IRA for Real Estate Investing: Investor Money Management with Stessa: Learn more about Dustin and find resources to build an automatic real estate investing business: Join our free private Facebook group! NOTE: This description

Want a $1,000,000 TAX FREE? Do This...

Everything you need is right here for you! Get your tickets to the Real Estate Tax Summit here: #retirementplanning #ira #rothira #401k #retirement #taxes #Markjkohler #KKOSLawyers #CRT I have the perfect book for you. Learn how to start your own business and if you already have one HELP it grow! With my 8 Steps to Start and Grow your Business, you will be on your way to financial freedom and taking control of your money. Go check it out at Your financial wealth starts today! I go LIVE almost every week...Don't forget to Subscribe and Hit that bell icon so you get a notification every time I upload a new video or go LIVE SIGN UP for my weekly newsletter to download my FREE E-book "The 10 Best Tax-Saving Secrets Everyone Should Know" and schedule an Interview with an Attorney or CPA from my team! Visit www.markjkohler.com/youtube If you need help structuring your business or setting up your S-corp to save the most on taxes and ensure maximum asset pro