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 i...