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

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

Discover rarely used advanced strategies to optimize your IRA that can provide tremendous benefits for your financial future and legacy. Discover how Roth IRA conversions can produce unlimited earnings and multi-generational IRAs can multiply income for your heirs. See how self-directed IRAs can provide lucrative alternative investment opportunities and more.

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 a $200,000 Roth IRA conversion can create $2,385,014 More Net Wealth
5. How the SECURE Act has substantially limited the benefits of Multi-Generational IRAs
6. How Self-Directed IRAs help you strategically invest in Real Estate & other alternatives.
7. How to pay as little as zero tax on income or gains over $100,000
8. Why understanding Advanced IRA Strategies will help you save taxes; reduce Wall Street risk; and enjoy a higher retirement income.

Location: SunCity West Investment Club
RH Johnson Lecture Hall
19803 N RH Johnson Blvd.
Sun City West, AZ 85375

Seating is limited. Reserve your seat today. Questions? Email This email address is being protected from spambots. You need JavaScript enabled to view it..

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, appeared on over 400 TV and Radio programs heard by over 1 million people.

Register Now