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Tag: roth conversion

Webinar – Roth IRA Conversions & The CARES Act—Is NOW the Right Time to Convert?

The ability of taxpayers to move funds from a Traditional IRA to a tax-free Roth IRA is one of the great underpinnings of our current tax code. Is NOW the right time to use Roth conversions to your advantage? Read More

Webinar – Roth Conversion Strategies with Matt Chancey

Would you do a Roth Conversion if you could save 50% on the taxes? Have you considered converting your pretax retirement account to a Roth IRA? Many of us have, but we’re intimidated by the tax burden that goes along with the conversion. What if there is a … Read More

Recent Posts

  • 5 Ways to Find Off-Market Real Estate Investments
  • Why Consider a Self-Directed Health Savings Account?
  • The Self-Directed Solo 401(k) for Small Business Owners
  • Some Tips on ‘Hiring’ and Retaining Great Tenants by David Tilney
  • Fair Market Valuations on Assets in Your IRA for 2020

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Latest News

Bright pink and blue homes on a lush, green landscaped corner are examples of off-market real estate.

5 Ways to Find Off-Market Real Estate Investments

Self-directed HSAs

Why Consider a Self-Directed Health Savings Account?

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The Self-Directed Solo 401(k) for Small Business Owners

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