Converting your traditional IRA to a Roth IRA at a discount shifts the burden of taxation from your retirement years to now, often at more favorable rates. It’s particularly attractive for individuals who expect to see their investments grow significantly, who want flexibility in retirement, or who value leaving a tax-free inheritance.

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Opportunity Zones offer real estate investors an unprecedented combination of tax benefits that can dramatically enhance investment returns. In simple terms: invest your capital gains in qualifying real estate projects in designated areas, hold for 10 years, and pay zero taxes on all appreciation.

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