Tax Savings with a Self Directed IRA to Roth IRA Conversion Strategy
DATE & TIME
Monday, October 23rd 10:00 AM MDT
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Webinar Summary:
Are you part of the growing wave of investors turning to Self-Directed IRAs for unparalleled access to real estate investments?
Lon faced a common dilemma – his self-directed IRA was brimming with real estate limited partnerships, leading to complex tax issues like the dreaded UBIT tax. Additionally, Lon discovered that even if he waited until retirement to withdraw his funds, he'd still be hit with ordinary income taxes, even on long-term gains.
Lon then hired a CPA to do a tax savings analysis for converting his Self Directed IRA to a Roth IRA conversion. After seeing the numbers, Lon converted his self-directed IRA to a Roth IRA.
How much of an improvement to your retirement income is this tax strategy? During the webinar, Lon walks you through a $100,000 investment across three hypothetical scenarios:
- Vanguard S&P 500 Index fund investment - Traditional IRA
- National Diversified Fund (NDF) investment - Traditional IRA
- National Diversified Fund (NDF) investment - Roth IRA conversion tax strategy
The results are jaw-dropping.
This is a webinar you don't want to miss!
This is a webinar you don't want to miss!
Speakers:
Lon Welsh
Managing Partner
Ironton Capital
Nick Elder
Investor Relations Officer
Ironton Capital
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We are looking forward to seeing you at the presentation
Can't make the webinar live?
Just register and the recordings will automatically be sent to you!