If you want to make the most of your tax-advantaged retirement accounts, it is important to know what they do for you and when you need to take action to maximize their benefits. Read More
Learn how you can maximize your retirement contributions with a Mega Roth IRA. What is? Are you eligible? How much can you contribute? Read More
Clay Malcolm helps you kick off 2021 by presenting some innovative real estate investing strategies to help you grow your IRA. Read More
The Roth conversion deadline is 12/31. Learn how you can save money on your taxes by executing this strategy prior to the deadline. Read More
Many people prefer the Roth IRA to other retirement savings plans. The income in a Roth grows tax free, and distributions in retirement are tax free, as well. Distributions from a the plan are not included in your income. This can greatly reduce your income tax liability … Read More
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
Roth IRA conversions allow you to move some or all of the funds from your traditional IRA account into a Roth account. If you’re going to convert, you must do so by December 31st of the tax-reporting year. And, as you know, that deadline is coming up … Read More
