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EP 31 - 401(k) and ROTH Strategies

Directed IRA Podcast

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Do You Have a Safe Harbor Plan?

I had clients that were oil workers, making a couple of hundred grand a year, living in alaska. And they were doing this after tax strategy. This is where i saw people doing it. Now here everybody. We're not just talking about megaroths to day. Let's say i've got a a wroth in my forow and k, and i want to roll it out,. I'll let mat hornson work his magic. Can i do that? Yes. But i i want toRoll over this wroth inMyForow &K and move it to my roth irin. Cause i got an investment over there. or i want to do some real

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