278: Self-Directed IRA vs. Solo(401k): Which is Best?
Join Mat Sorensen and guest host Jarom Bergeson as they analyze self-directed accounts and break down who should use a solo(k) versus a self-directed IRA. Understand qualification rules, contributions differences, traditional/roth option, cost and set-up, custodian/trustee requirement, and investment differences. As a provider of both types of accounts Directed IRA can help you with either […]
277: Open Forum Show: Answering tough Tax and Legal Questions
Join Mark and Mat as they answer difficult tax and legal questions from around the country! Send in your Questions to Mark@kkoslawyers.com or Mat@kkoslawyers.com. Call in LIVE through Blog Talk Radio at 646-668-8326; Press #1 once on the line. Learn more at www.refreshyourwealth.com.
276: Using Trusts for Asset Protection Part II – What Really Works!
Join Mark and Mat for their weekly tax and legal tips, and a straight forward discussion on asset protection strategies that are effective AND affordable. Learn more at www.refreshyourwealth.com.
275: Using Trusts for Asset Protection Part I: Myth Busting!
Join Mark and Mat for their weekly tax and legal tips, and a conversation about asset protection trusts. There is a lot of misinformation and scams out there regarding complex trust planning for asset protection. Mark and Mat break it down with the truth. For more information visit www.refreshyourwealth.com.
274: OPEN FORUM Show: Answering Tax and Legal Questions
Join Mark and Mat as they answer difficult tax and legal questions from around the country! Send in your Questions to Mark@kkoslawyers.com or Mat@kkoslawyers.com. Call in LIVE through Blog Talk Radio at 646-668-8326; Press #1 once on the line. Learn more at www.refreshyourwealth.com.
273: Building Your Business Strategic Plan for 2020
Join Mark and Mat for the weekly tips, and how to build your 2020 Business Strategic Plan. How do you build a Strat plan? Why? What are the things that should or shouldn’t be included? This is a discussion you want to listen to and implement. Learn more at www.refreshyourwealth.com.
272: Charitable Giving Options and Tax and Personal Benefits
Join Mark and Mat for their regular tax and legal updates, and also their Annual year-end show on charitable giving options and strategies for tax write-offs and personal benefits. Also, important insights on when and how to give properly for charitable reasons. Learn more at www.refreshyourwealth.com.
271: 12 Year-End Tax Strategies You Need to Know
Join Mark and Mat as they discuss their hottest year-end tax strategies in a fun and interesting format. Learn AND save money. More info at www.refreshyourwealth.com.
270: OPEN FORUM Show and Year-end Health Care Strategies
Join Mark and Mat as they answer difficult tax and legal questions from around the country! Send in your Questions to Mark@kkoslawyers.com or Mat@kkoslawyers.com. Call in LIVE through Blog Talk Radio at 646-668-8326; Press #1 once on the line. Learn more at www.refreshyourwealth.com.
269: Traveling Internationally and Investing Abroad – Part 2
Join Mark and Mat, with Special Guest Kristie Parker, for Part II about investing in property outside of the U.S. How to analyze the property, and most importantly the tax and legal practicalities and what to be aware of. For more information and to sign up for our newsletters visit: www.refreshyourwealth.com.