Advanced IRA Strategies: Secrets of Roth, Multi-Generational, & Self-Directed IRAs

Advanced IRA Strategies: Secrets of Roth, Multi-Generational, & Self-Directed IRAs

Optimizing your IRA with rarely used advanced IRA strategies can provide tremendous benefits. A Roth IRA conversion allows tax-free earnings for life. The Multi-generational IRA can double income for your heirs. A self-directed IRA can provide lucrative alternatives to Wall Street investments.

1. Why traditional IRAs and 401ks are a ticking tax time-bomb!
2. How to do Roth IRA Conversions and pay no federal income tax
3. How the economic opportunity cost/benefit of a Roth Conversion can add millions of net wealth to your portfolio
4. How the Inflation Reduction Act allows you to recover all federal taxes paid in the last 3 years
5. How Self-Directed IRAs help you strategically invest in Real Estate & other alternatives

10:00am - 12:00pm Seminar
12:15pm - 1:15pm Catered Lunch

Location: Hyatt Place Chandler
3535 West Chandler Boulevard
Chandler, AZ 85226

Seating is limited. Reserve your seat today. Questions? Email susan@drharoldwong.com.

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 financial educator, has authored hundreds of published works, and has appeared on over 400 TV and Radio programs heard by over 1 million people.