Want the potential for tax-free earnings but worried about the upfront tax bill? Many investors hesitate to convert because one calculation error can lead to a costly mistake. And most people overpay because they lack a clear strategy.
Join us for an expert-led training into the mechanics of tax-optimized Roth conversions. We aren't here to sell you a plan. We’ll provide you the framework to understand how the pros may help minimize tax friction.
You Will Learn:
- The "Discount" Advantage: How valuation discounts and tax management might lower your conversion cost.
- The Sequencing Secret: Why asset location and timing are the keys to a tax-efficient move.
- SDIRA Flexibility: Unlocking the potential of alternative assets within a Roth structure.
- The Partial Strategy: Real-world case studies on striving to maximize long-term, after-tax wealth.
Date: April 14, 2026
Duration: 1 Hour 23 Minutes (including a 50-minute Q&A starting at 32:57)
Presenters:
- Jacob Marchini: Sales Coordinator at The Entrust Group
- Ryan Finch: President at Tangible Wealth Solutions
Presentation Slides: View or download the presentation slides here.
Presentation Audio: Stream or download the mp3 here.
Audio Transcript: View or download the transcript here.
Presentation Timestamps:
- Section 1: Introduction
- Starts: 0:00
- Ends: 6:04
- Section 2: Reviewing Roth Conversion Fundamentals
- Starts: 6:05
- Ends: 12:57
- Section 3: How The J-Curve Advantage Works
- Starts: 12:58
- Ends: 15:25
- Section 4: Self-Directed IRA vs. Roth Flexibility
- Starts: 15:34
- Ends: 21:57
- Section 5: Exploring Examples of Fund Structures
- Starts: 21:59
- Ends: 24:27
- Section 6: Comparing Inheritance & RMD Benefits
- Starts: 24:30
- Ends: 25:04
- Section 7: Offsetting Conversions with Oil & Gas Drilling Fund
- Starts: 25:07
- Ends: 29:20
- Section 8: Q&A Time
- Starts: 32:57
- Ends: 1:23:02
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