Roth Chunking and Year-End Deadlines & Strategies

Don't Miss These Year-End Retirement Deadlines!

In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J Kohler break down the five crucial actions you need to take before December 31st to maximize your retirement and tax strategy. From Roth conversions to required minimum distributions (RMDs), we cover what you must know to avoid missing out on key opportunities and facing unnecessary penalties.

Highlights:
Roth Conversions: Why you should act before year-end to lock in your tax bracket and optimize your retirement savings.
Year-End Tax Planning:Avoid scrambling on December 30th—get ahead with smart, actionable steps.
Avoid Tax Bracket Pitfalls: How to strategically "chunk" your Roth conversions to stay in a favorable tax bracket.
Required Minimum Distributions (RMDs): Important rules if you're 73 or older to ensure compliance and avoid penalties.

Whether you're a seasoned investor or new to retirement planning, this episode is packed with actionable advice to help you make the most of your year-end planning.

Subscribe for more tips on maximizing your retirement strategy!

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🚀 Disclaimer: This podcast is for educational purposes only and does not constitute financial advice. Consult with a qualified professional before making any investment decisions.