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 and small business owners pump serious dollars into the tax-free zone. If you want your money growing tax-free, your strategy dialed in, and your year-end planning wrapped with confidence, settle in for this quick, insightful, and entertaining episode. Chapters: 0:00 - Warm Welcome And Light Banter 1:12 - Roadmap: Three Year-End Roth Strategies 1:54 - Strategy One: Roth Conversions And Chunking 4:20 - Brackets, Deductions, And Timing The Tax 7:16 - Backdoor Roth Clarified For High Earners 8:04 - Strategy Two: Kids Roth IRA Mechanics 11:18 - Paying Kids Legitimately And Funding Options 15:02 - Early Compounding And Grandparent Angle 18:27 - Strategy Three: Mega Backdoor Roth Overview Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other : Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com
