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
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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.
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
