Episode 463 - Unlocking Tax Savings: Discount Valuations for Self-Directed IRA Roth Conversions

from Adam Talks · host Adam Bergman

Discover how the discounted valuation strategy can be a game-changer for Roth conversions with Self-Directed IRAs. Adam Bergman demystifies the family limited partnership model, explaining how applying lack of marketability and lack of control discounts to alternative assets can drastically reduce your tax burden. Learn how these valuation discounts work, from private equity to real estate, and see how they can help you maximize tax-free growth in a Roth IRA. Whether you’re planning a Roth conversion or just exploring advanced tax-saving strategies, this episode is packed with insights.

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This episode is 13 minutes long.

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This episode was published on November 3, 2024.

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