Ep. 07 - Mastering Retirement Plans Core Concepts and Advanced Strategies with Keith Blackborg
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Ep. 07 - Mastering Retirement Plans Core Concepts and Advanced Strategies with Keith Blackborg
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About this listen
Sign up for next weeks webinar -The Investors Guide to the Solo401(k) - to receive the full video, Q&A and the entire presentation for free!REGISTER HERE - https://americanira.ac-page.com/1015-webinarKeith Blackborg is a CPA and wealth strategist who helps business owners reach "work optional" in 3–5 years and build virtual family offices. In his presentation, Retirement Plan Strategies: Core Concepts & Advanced Strategies, he explains core retirement account choices and practical rules of thumb for when to use Traditional versus Roth accounts, and compares key 401(k) and IRA features. He also covers advanced tactics such as Mega Roth conversions, discounted rollovers, timing of payroll and contributions, and self-directed investments like real estate and private businesses, plus account and entity structures to manage tax risks. Attendees will gain clear, actionable strategies to choose the right accounts, reduce taxes, and accelerate tax-advantaged wealth accumulation.📲🚀 Schedule a free consultation with our team today!https://sholink.to/consult📈💰 Begin your Self Directed Retirement Journey today at AmericanIRA!https://americanira.ac-page.com/yt-land-lowest-fees🎧💬🚀 Subscribe to our IRA Cafe Podcast:https://bit.ly/4mvb5Y3