Webinar – Roth Conversion Strategies with Matt Chancey

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Roth Conversion Strategies with Matt Chancey

Would you do a Roth Conversion if you could save 50% on the taxes?

Have you considered converting your pretax retirement account to a Roth IRA? Many of us have, but we’re intimidated by the tax burden that goes along with the conversion. What if there is a way to lower the value of the assets in your retirement account to reduce your tax liability? Determining the value of an asset can involve much more than simply comparing it to other similar assets recently sold or relying on a book value.

Would you like to learn a secret strategy that can save you 40-70% of the taxes due on a Roth conversion? During this webinar, our guest speaker, Matt Chancey, will explore other factors that come into play for those assets; essentially making the tax liability less intimidating and a conversion to a Roth IRA a much more attainable goal.

Webinar Details

DATE: Wednesday, July 31, 2019
TIME: 12:00 pm – 1:00 pm ET

 

REGISTER TODAY

About the Presenter

Matt Chancy

Matt Chancey is a tax strategist that works with high income and high net worth clients nationally to legally reduce taxes on income or capital gains. He starts with tax reduction strategies to determine which best fit the clients unique situation and often leads into a more comprehensive financial planning or investment management solution that looks not just at what his client’s make, but how they keep more of it.

Details

Date:
July 31
Time:
12:00 pm - 1:00 pm EDT
Event Category:
Event Tags:
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Organizer

Advanta IRA
Phone:
800-425-0653
Email:
info@AdvantaIRA.com
Website:
https://www.advantaira.com/

Other

Select an office location for this event
Tampa Bay, FL, Atlanta, GA

Roth Conversion Strategies with Matt Chancey

Would you do a Roth Conversion if you could save 50% on the taxes?

Have you considered converting your pretax retirement account to a Roth IRA? Many of us have, but we’re intimidated by the tax burden that goes along with the conversion. What if there is a way to lower the value of the assets in your retirement account to reduce your tax liability? Determining the value of an asset can involve much more than simply comparing it to other similar assets recently sold or relying on a book value.

Would you like to learn a secret strategy that can save you 40-70% of the taxes due on a Roth conversion? During this webinar, our guest speaker, Matt Chancey, will explore other factors that come into play for those assets; essentially making the tax liability less intimidating and a conversion to a Roth IRA a much more attainable goal.

Webinar Details

DATE: Wednesday, July 31, 2019
TIME: 12:00 pm – 1:00 pm ET

 

REGISTER TODAY

About the Presenter

Matt Chancy

Matt Chancey is a tax strategist that works with high income and high net worth clients nationally to legally reduce taxes on income or capital gains. He starts with tax reduction strategies to determine which best fit the clients unique situation and often leads into a more comprehensive financial planning or investment management solution that looks not just at what his client’s make, but how they keep more of it.