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
Have you ever wondered about why everyone talks about the Roth IRA, 401(k) and Roth conversions? That is because the IRS is giving us a playbook to create completely TAX-FREE revenue streams!!! This webinar will explore the intricacies of how the various Roth accounts are structured, funded, … Read More
Retirement funds can help all types of investors find the funding they need to make their next investment. IRS rules allow individuals to use their IRAs, Roth IRAs, and old 401(k)s to provide mortgage loans, notes, or even be equity owners in private placements. Read More
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
Have you wanted to get a Roth IRA started but you think that your annual contribution is not enough to get you to the goal you have in mind? Or are you looking for how to get your money growing tax-free rather than tax-deferred? During this informative … Read More
