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Invest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth
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183. Can Roth IRAs and S Corporations Help You Build Tax-Free Wealth?
Manage episode 450125713 series 2985802
Mark Kohler and Ben Fraser discuss tax strategies, asset protection, and the political landscape's impact on small businesses. They also touch on efficient business structures like the S corporation, the importance of revocable living trusts in estate planning, and the power of Roth IRAs for building tax-free wealth. Mark is the founder and board member at Direct IRA and Senior Partner at KKOS Lawyers.
This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/
Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a
Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/
Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-
Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report
Follow Aspen Funds
LinkedIn: https://www.linkedin.com/company/aspen-funds/
Instagram: https://www.instagram.com/aspenfunds/
Facebook: https://www.facebook.com/aspenfunds/
Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/
Connect with Mark Kohler https://www.linkedin.com/in/markjkohler/
183 επεισόδια
183. Can Roth IRAs and S Corporations Help You Build Tax-Free Wealth?
Invest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth
Manage episode 450125713 series 2985802
Mark Kohler and Ben Fraser discuss tax strategies, asset protection, and the political landscape's impact on small businesses. They also touch on efficient business structures like the S corporation, the importance of revocable living trusts in estate planning, and the power of Roth IRAs for building tax-free wealth. Mark is the founder and board member at Direct IRA and Senior Partner at KKOS Lawyers.
This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/
Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a
Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/
Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-
Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report
Follow Aspen Funds
LinkedIn: https://www.linkedin.com/company/aspen-funds/
Instagram: https://www.instagram.com/aspenfunds/
Facebook: https://www.facebook.com/aspenfunds/
Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/
Connect with Mark Kohler https://www.linkedin.com/in/markjkohler/
183 επεισόδια
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