Join us for a Free Zoom Webinar!

Adam Bergman, Esq., founder of IRA Financial, will be joined by Steve Blackwell, CEO and Co-Founder of Invito Energy Partners LLC.

The presenters will discuss, in detail, how you can combine real estate, and oil and gas investments to virtually eliminate the tax when you convert your traditional Self-Directed IRA to Roth.

You will learn:

  • How to easily set up a Self-Directed IRA so you can invest in alternative assets
  • The tax benefits from intangible drilling costs when you invest in oil and gas
  • A tax saving real estate strategy that takes advantage of the change in value when you convert your IRA to Roth.
  • How timing both of these strategies can eliminate the tax from the Roth conversion