With 2026 tax changes on the horizon, Roth conversions are more important than ever for self-directed IRA investors.
Join Nate Hare and Daniel Tercey of Directed IRA for a live, expert-led discussion on how to strategically convert pre-tax retirement funds to Roth, positioning your investments for tax-free growth in the years ahead.
This session will walk you through how Roth conversions work specifically within self-directed IRAs—whether you’re investing in real estate, private notes, LLCs, or other alternative assets. You’ll gain clarity on timing, tax optimization, and compliance strategies designed to help you avoid costly mistakes and make informed conversion decisions.
Watch the Replay
You’ll Learn
How Roth conversions work within self-directed IRAs
Strategies to minimize conversion taxes and optimize timing
The benefits of Roth IRAs for alternative investments
Common mistakes to avoid when converting self-directed funds
Who Should Attend
Investors holding pre-tax funds in self-directed IRAs
Financial advisors, CPAs, and real estate professionals
Anyone seeking to reduce future taxes and grow retirement wealth tax-free
Why Directed IRA?
At Directed IRA, we’ve helped thousands of investors put over $3 billion into real estate, private funds, notes, and more, all inside tax-advantaged retirement accounts. Our team of experts and streamlined platform make it easy to invest with confidence.
Book a call today with a self-directed IRA expert to see how you can start investing in what you know!
