Think Twice Before You Trust Your Banker In 2023
Mark J Kohler Mark J Kohler
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 Published On Streamed live on Mar 29, 2023

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00:00 Topic Overview
02:39 Why Banking Matters
09:35 What to give the Bankers
12:44 When the Banker Says No
14:28 Have a Tax Savings Account
15:39 Words on the Bank Crisis and 5 Tips
21:47 Q1: Accounts in different Branches
22:54 Q2: Management Company for Write Off?
26:23 Q3: Protecting the Business from Bank Failure
27:50 Q4: LLC’s in Different States and Bank Accounts
32:43 Q5: Home Deduction Methods
36:08 Q6: Withdrawing Contributions
38:14 Q7: KKO’s Services
39:06 Q8: Putting 401K in the Trust
40:49 Q9: Owning Property with LLC
42:30 Q10: Transferring Property to the Trust
45:07 Q11: The Year the Ordinary Income Tax is Due with Cashed Out 401K
47:15 Q12: Retirement Options
51:03 Book Give Away
52:12 Final Thoughts
53:00 Outro

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