WEDNESDAY, DECEMBER 10TH AT 12:00 PM EST
Retirement Plan Strategies - How to Maximize & Optimize Contributions
Keith Blackborg is a CPA and wealth strategist who has helped hundreds of business owners reach "work optional" in 3-5 years, build virtual family offices, and guides a community of self-directed millionaires. His presentation, "Retirement Plan Strategies — How to Maximize & Optimize Contributions," explains Solo 401(k) eligibility for owners and spouses with no employees and defines three contribution "cups": employee deferrals, employer contributions, and after-tax contributions. Keith covers practical tactics including the Mega‑Roth technique (same-day after-tax 401(k) rollovers to a Roth), 2023 contribution limits with numeric examples to optimize contributions, and payroll timing tips to help hit year-end targets. He also works with a community-based due diligence council to identify investments and service providers that support discounted rollover strategies, and this session is educational only, not individualized tax, legal, or investment advice.
The Art of Filling Your Retirement Bucket:
Experience a fresh take on building your financial future by exploring the dynamic interplay of contribution strategies. Uncover how blending different approaches can create a powerful foundation for lasting security.
Unlocking the Mega ROTH Mystery:
Step into the world of advanced planning and discover a little-known path that could transform your savings journey. Get ready to be intrigued by strategies that most people never imagine.
Rethinking Retirement Contributions:
Challenge your assumptions about traditional and modern retirement planning as we reveal innovative ways to optimize your contributions. Prepare to see your options in a whole new light, sparking ideas that could reshape your approach to long-term success.
Our Speaker - Keith Blackborg
Keith is a CPA and wealth strategist who has helped hundreds of business owners reach “work optional” in 3-5 years and build a virtual family office. He guides a community of self-directed millionaires, with a purpose. His other company, Financial Journey, helps members grow wealth faster, pay less taxes, and enjoy the journey.
Keith, along with a community-based due diligence council, helps identify investments and service providers that support this discounted rollover strategy.
American IRA, LLC, a South Dakota limited liability company, serves as a Third Party Administrator on behalf of the Custodian, New Vision Trust Company, a state chartered South Dakota Trust Company. As a Self-Directed IRA administrator we are a neutral third party. We do not make any recommendations to any person or entity associated with investments of any type (including financial representatives, investment promoters or companies, or employees, agents or representatives associated with these firms). We are not responsible for and are not bound by any statements, representations, warranties or agreements made by any such person or entity and do not provide any recommendation on the quality, profitability or reputability of any investment, individual or company. The terms "we" and "us" refer to American IRA, with an office located in Sioux Falls, SD.