S11E1 - Roth Conversions: Timing, Tax & Strategy

Roth conversions can create powerful tax-free growth potential when done strategically. In this episode, Matt Chancey, founder of Tax Alpha Strategies, sits down with Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, to explain how real estate investment, especially development projects, can help reduce taxes through discounts and timing. Learn how investors are using private real estate, diversification, and multi-year planning to make smarter, more efficient Roth conversions.

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