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November 14th, 2024

183. Can Roth IRAs and S Corporations Help You Build Tax-Free Wealth?

  1. 183. Can Roth IRAs and S Corporations Help You Build Tax-Free Wealth? Aspen Funds 38:21

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/

Prior to Aspen, Mr. Fraser was a commercial lender at First Business Bank specializing in government backed loan originations (SBA & USDA), for one of the top SBA lenders in the nation. Prior to that he was a commercial credit underwriter for Crossfirst Bank, personally responsible for underwriting over $125MM in C&I and CRE loans across a variety of industries.

Prior to that, he worked for Tortoise Capital Advisors, a boutique asset management firm in energy infrastructure investments, and helped grow their institutional managed accounts from ~$3BN AUM to ~$7BN AUM. Ben was responsible for responding to all institutional RFPs from interested institutional investors.

Ben completed his MBA from Azusa Pacific University, and his B.S. in Finance from the University of Kansas, graduating magna cum laude.

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