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July 2019

Lunch Seminar – Using the Best Recordkeeping Strategies for Your Rentals (Tampa Bay)

July 26 @ 12:00 pm - 1:30 pm
Advanta IRA – Tampa Bay Area, 13191 Starkey Road, Suite 2
Largo, 33773 United States
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Many people turn to the world of real estate investing when looking to diversify their IRA accounts. There are many different techniques you can use to acquire real estate in an IRA and many different ways that real estate can bring value and a return back to your account.

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Webinar – Roth Conversion Strategies with Matt Chancey

July 31 @ 12:00 pm - 1:00 pm

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.

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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

 

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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.