EP 25 - Extension Deadlines: IRA & 401k Strategies

Directed IRA Podcast - A podcast by Mat Sorensen and Mark Kohler

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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-healthcar...