Advanced IRA Strategies: Secrets of Roth, Multi-Generational, & Self-Directed IRAs
- Date
- 02/26/2022 10:00 am - 2:00 pm
Description
Advanced IRA Strategies: Secrets of Roth, Multi-Generational, & Self-Directed IRAs
Optimizing your IRA by taking advantage of these rarely used advanced IRA strategies can provide tremendous benefits for your financial future. A Roth IRA conversion can allow unlimited earnings for you, your spouse, and your grandkids. The multi-generational IRA can multiply income 2-3 times for your heirs. A self-directed IRA can provide lucrative alternative investment opportunities. Dr. Wong will draw on his 40 years of experience to explain:
- Why traditional IRAs and 401ks are a ticking tax time-bomb!
- How to do Roth IRA Conversions and pay no federal income tax
- How the economic opportunity cost/benefit of a Roth Conversion can add millions of net wealth to your portfolio
- How a $200,000 Roth IRA conversion can create $2,385,014 More Net Wealth
- How the SECURE Act has substantially limited the benefits of Multi-Generational IRAs
- How Self-Directed IRAs help you strategically invest in Real Estate & other alternatives.
- How to pay as little as zero tax on income or gains over $100,000
- Why understanding Advanced IRA Strategies will help you save taxes; reduce Wall Street risk; and enjoy a higher retirement income.
10:00 – Noon Seminar, 12:15 – 1:30 Free Lunch
Please, no stockbrokers, financial planners, or insurance agents at this workshop. This event is best suited for those who owe $10,000+ in taxes.
Location: Hyatt Place
Chandler Fashion Center
3535 W. Chandler Blvd.
Chandler, AZ 85226
Seating is limited. Reserve your seat today. Questions? Email
Dr. Wong has over 40 years of experience, earned his Ph.D. in Economics from UC Berkeley (1974) and passed the CPA exam (1979). He is a tax advisor and financial educator, who has authored hundreds of published works, appeared on over 400 TV and Radio programs heard by over 1 million people.
