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

03/25/2023 10:00 am


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 Seminar Followed By A Catered Lunch

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

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

Office Address

90 South Kyrene Rd
(Says Suite 1 on the front door)
Chandler, Arizona 85226

Click here to schedule a FREE Strategy Session
with Dr. Wong