Most people assume converting a Traditional IRA to a Roth means paying full taxes on the balance — and that stops them from ever doing it. In this session, Eddie Speed reveals how investing in first mortgage notes creates a unique opportunity to convert your retirement savings to a Roth IRA at a discount, reducing your tax burden while building long-term wealth.
Note Investing and Private Lending is one of the most popular investment strategies for alternative asset investors and are even more valuable held inside tax-exempt retirement plans where there’s NO TAXATION on the interest income. Eddie Speed is a veteran of the note investor space and recognized by many as the Nations thought leader when it comes to note investing. Eddie has more than 50,000 note deals under his belt, including 6,000 in just the past few years.
Date: Tuesday, October 13Time: 12:00 PM PT
Register for the Webinar
What we’ll cover:
- Why first mortgage notes are one of the most overlooked IRA investments available today
- How the IRS values note investments — and why it creates a conversion advantage
- The step-by-step process of converting Traditional IRA funds to Roth using notes
- Why this strategy lets you convert at a fraction of the normal tax cost
- Real-world examples of how investors are using this approach to build tax-free retirement income
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Book a call today with a self-directed IRA expert to see how you can start investing in what you know!
