Who says tax strategy can’t be exciting? In this special edition of the IRA Café Webinar Series, Keith Blackborg, CPA, and founder of Financial Journey, took center stage with his tax attorney and former IRS auditor, Gabe Hogan, to unveil a game-changing way to supercharge your retirement planning. This powerful session dives deep into Discounted Roth Rollovers—a strategy that allows you to convert traditional retirement funds to a Roth at a 30–70% discount, all while staying compliant with IRS guidelines.

During this highly anticipated webinar, Keith and Gabe broke down the step-by-step mechanics behind Discounted Roth Rollovers. You’ll learn exactly what these rollovers are and how they work, plus how to leverage them inside your self-directed IRA for maximum results. Together, they demystify IRS-compliant discounts and show you how to time your conversions for the greatest tax advantage, empowering you to keep more of your hard-earned retirement savings.

If you missed this session, you can still catch all the valuable insights and strategies shared by Keith and Gabe. The full replay is now available, so you can watch (or re-watch) at your convenience and start exploring ways to implement these tactics into your retirement planning.

If you were unable to attend the live session or want to review the valuable information shared, you can access the full Zoom recording via the link below.

Link to Webinar Recording

American IRA is dedicated to providing valuable educational resources, and our IRA Café series continues to serve up new webinars every month.

Don’t forget to check out the IRA Café Podcast, where we invite guest experts to share stories, as well as investors’ knowledge and experience. A new episode is released every other Thursday!

You can also visit the events page at americanira.com/events, where we regularly update information about upcoming virtual events, including more webinars like this one. If you have any questions or need assistance, feel free to call American IRA at 866-7500-IRA (472) or email us at Marketing@AmericanIRA.com.

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This presentation is for educational purposes only. American IRA, headquartered in Asheville, North Carolina, is a neutral third-party administrator on behalf of the Custodian, New Vision Trust Company, a state-chartered trust company based in South Dakota, and does not offer investment advice or endorsements. We are not responsible for statements made by others. References to ‘we’ and ‘us’ refer to American IRA. We encourage you to do your due diligence and consult with qualified professionals before making any investment decisions.