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Unlocking Tax-Free Wealth Webinar
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Adam Bergman with IRA financial and Steve Blackwell with Invito Energy Partners team up to unlock the secrets of tax-free wealth for hungry investors looking to retain their earnings.
00:00 Introduction
02:54 Funding a Roth IRA
09:02 Roth IRA conversions
13:24 Understanding the "J" curve
13:58 Advantages and disadvantages of Roth IRA conversions
15:49 How to get started with Roth IRA
20:31 Tax benefits for oil and gas investments
25:03 Combining Roth Conversion with Oil and Gas Valuation Discounts
29:07 Q & A - Does oil and gas investment allow me to offset ordinary income?
32:05 Q & A - Can I convert a Solo 401k to Roth?
35:37 Q & A - How long do I have to wait for ROI on oil and gas investment?
36:05 Q & A - What is the difference between i401k vs IRA?
36:39 Q & A - Where does the valuation discount come from?
39:00 Q & A - Can I convert property to a Roth IRA?
39:56 Q & A - Can I convert to Roth from a DB Plan?
40:45 Q & A -Can I keep my oil and gas investment in a taxable account and get the Roth tax savings?
42:26 Q & A - When can I start to withdraw from a Roth conversion?
45:26 Q & A - How can you help private real estate investors convert to Roth?
46:45 Q & A - Can I do a discount evaluation on cash or stock?
48:00 Q & A - Is there a 5 year wait on 401k pre-tax to Roth conversions?
49:07 Q & A - What happens if the Roth IRA if I die before the 5 year requirement?
49:49 Q & A - Is there risk involved with oil and gas investment?
51:52 Q & A - Is rental income inside a Roth IRA tax-free?
53:04 Q & A - Does IRA Financial offer one-on-one consultations?
Invito Energy Partners is a leading firm specializing in the reduction of tax burdens for high-net-worth individuals. With their in-depth knowledge of energy tax incentives and strategic investment solutions, they offer personalized strategies that aim to maximize tax savings for their clients. By focusing on financial optimization and tax-efficient investments, Invito Energy Partners helps high net worth individuals navigate the complexities of tax laws and seize opportunities to minimize their tax liabilities. Their expertise and dedication to financial success make them a trusted partner for those seeking to preserve and grow their wealth while mitigating tax challenges.
Unlocking Tax-Free Wealth Webinar
INVITO EP
00:00 Introduction
02:54 Funding a Roth IRA
09:02 Roth IRA conversions
13:24 Understanding the "J" curve
13:58 Advantages and disadvantages of Roth IRA conversions
15:49 How to get started with Roth IRA
20:31 Tax benefits for oil and gas investments
25:03 Combining Roth Conversion with Oil and Gas Valuation Discounts
29:07 Q & A - Does oil and gas investment allow me to offset ordinary income?
32:05 Q & A - Can I convert a Solo 401k to Roth?
35:37 Q & A - How long do I have to wait for ROI on oil and gas investment?
36:05 Q & A - What is the difference between i401k vs IRA?
36:39 Q & A - Where does the valuation discount come from?
39:00 Q & A - Can I convert property to a Roth IRA?
39:56 Q & A - Can I convert to Roth from a DB Plan?
40:45 Q & A -Can I keep my oil and gas investment in a taxable account and get the Roth tax savings?
42:26 Q & A - When can I start to withdraw from a Roth conversion?
45:26 Q & A - How can you help private real estate investors convert to Roth?
46:45 Q & A - Can I do a discount evaluation on cash or stock?
48:00 Q & A - Is there a 5 year wait on 401k pre-tax to Roth conversions?
49:07 Q & A - What happens if the Roth IRA if I die before the 5 year requirement?
49:49 Q & A - Is there risk involved with oil and gas investment?
51:52 Q & A - Is rental income inside a Roth IRA tax-free?
53:04 Q & A - Does IRA Financial offer one-on-one consultations?
Invito Energy Partners is a leading firm specializing in the reduction of tax burdens for high-net-worth individuals. With their in-depth knowledge of energy tax incentives and strategic investment solutions, they offer personalized strategies that aim to maximize tax savings for their clients. By focusing on financial optimization and tax-efficient investments, Invito Energy Partners helps high net worth individuals navigate the complexities of tax laws and seize opportunities to minimize their tax liabilities. Their expertise and dedication to financial success make them a trusted partner for those seeking to preserve and grow their wealth while mitigating tax challenges.
Unlocking Tax-Free Wealth Webinar
INVITO EP
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