Roth Conversion Preview

If you haven't had time to watch the 2018 TDV Investment Summit or 2018 Blockchain Banker Seminar you won't want to miss this short preview.

One strategy we recommend is that our clients fill up their tax buckets. If we have a client that is in the 10% tax bracket. In most cases it makes sense for them to convert as many assets from an IRA to a ROTH so they can take advantage of a low tax rate and never have to pay taxes again on their Roth assets.

We also allow YOU to keep your private keys!!!!

Why would anyone want to buy Bitcoin inside their IRA?

If you want to see if this is the right move for you please schedule below.