Virtual Online Meeting!
Join MidAtlantic IRA for an open-format online discussion covering IRA basics, the power of Roth Conversions, and the tax strategies that can meaningfully shape a long-term investment plan.
Founder and Managing Partner Jack Kiley, CPA brings decades of experience in tax, retirement, and financial planning and will go deep on the tax side of things, breaking down even the most complex IRS rules in a clear, actionable way. We'll walk through two real-world Roth Conversion case studies, one for real estate investors and one for note investors, so you can see exactly how this strategy plays out in the asset classes you know best.