Ever wished you could sit down with a retirement specialist and a CPA at the same time and just ask everything? Now you can. Join MidAtlantic IRA for an open-format online discussion covering IRA basics, the power of Roth Conversions, and the tax strategies that can meaningfully shape a long-term investment plan. Founder and Managing Partner Jack Kiley, CPA brings decades of experience in tax, retirement, and financial planning and will go deep on the tax side of things, breaking down even the most complex IRS rules in a clear, actionable way. We'll walk through two real-world Roth Conversion case studies, one for real estate investors and one for note investors, so you can see exactly how this strategy plays out in the asset classes you know best.

Speaker: John “Jack” Kiley III, CPA, CISP, Managing Partner

Join MidAtlantic IRA for an open-format online discussion covering IRA basics, the power of Roth Conversions, and the tax strategies that can meaningfully shape a long-term investment plan.

Founder and Managing Partner Jack Kiley, CPA brings decades of experience in tax, retirement, and financial planning and will go deep on the tax side of things, breaking down even the most complex IRS rules in a clear, actionable way. We'll walk through two real-world Roth Conversion case studies, one for real estate investors and one for note investors, so you can see exactly how this strategy plays out in the asset classes you know best.

The meeting will be hosted online at Zoom.com The meeting link will be emailed to you upon pre-registration - RETAIN THIS EMAIL! Please note, download Zoom on your device of choice, register for your free account and test your device for audio/camera/microphone capabilities.

VERY IMPORTANT!! Just like checking in at our in-person meetings, to enable us to check you in for the meeting your Zoom name must match your NCREIA account name - we need both first and last name to identify you.