Skip to content

Details

Ever wished you could sit down with a retirement specialist and a CPA at the same time to just ask them everything? Now you can.

It is not just about how much money you make on your deals—it is about how much of it you actually get to keep.

Join us for our Tax-Free Investing Focus Group: IRA Talk. We’re bringing in Jack Kiley, CPA, CISP, and Managing Partner of MidAtlantic IRA, to break down complex IRS rules into clear, actionable wealth-building steps.

What We’re Covering:

  • Roth Conversions: How to legally shift your retirement funds into a 100% tax-free environment.
  • Real Estate Case Study: A real-world breakdown of how a conversion plays out for property investors.
  • Note Investor Case Study: How note buyers use these accounts to stack tax-free passive income.
  • Open Q&A: A casual, open-format session where you can get your tax questions answered live.

Important Zoom Note:

The link will be emailed to you upon registration. To be admitted from the waiting room, your Zoom display name must match your NCREIA account name (First and Last name).

(Note: To get registered for this Zoom workshop, you MUST register at our website, Register Here To Attend)

You may also like