The Truth about Roth Conversions

Maybe you’ve read it, maybe you’ve heard about it – Peter Thiel, Warren Buffet, and Ted Weschler with millions and billions of dollars in their Roth IRA accounts. How did they do it?

Tax Evasion or Smart Investing?

“Propublica” recently posted an article about Roth Conversions that received some mixed feedback.  The article, Lord of the Roths, outlines how some of the richest men in the country were able to convert their IRA accounts to Roth IRAs that can now grow tax-free.

In today’s podcast, Spencer and Brian have some answers regarding how this is possible and how this same strategy may be beneficial to you.

Here’s to wise investing,

Brian Hunsaker and Spencer Nelson

Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not responsible for errors and/or omissions. Information presented is also used for educational purposes and is not to be used for investment recommendations.

Advisory services offered through Iron Gate Global Advisors, a registered investment advisor. Insurance products and services are offered and sold through Iron Gate Global Insurance, LLC (in CA: Iron Gate Global Insurance Services) and individually licensed and appointed insurance agents.

All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results

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