How Retirement Accounts Could Help You at Tax Time

In this episode of Getting Real with John Bowens we prepare as the tax deadline is approaching. Discover what considerations are important before the tax deadline this year, learn how much you can contribute for both Traditional and Roth IRAs, plus much more!

Be sure to leave a comment below on questions you have as it may be chosen for our next episode! Also, get started today by clicking the link to schedule your one-one consultation with one of our Self-Directed IRA Counselors! https://www.trustetc.com/lp/consultation/?utm_source=youtube&utm_medium=social&utm_campaign=research_education&utm_term=consultation

0:00 Intro
0:46 When is the tax filing deadline this year?
1:32 How much can you contribute to a Traditional/Roth IRA?
4:16 What is the difference between a Traditional IRA and Roth IRA in terms of the tax return filing date?
4:33 What is a SEP IRA?
7:02 Can you contribute to your SEP IRA until your extension deadline?
7:30 Can you qualify to make a contribution to a Traditional IRA if you have a 401k with your current job?

Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.

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