Webinar: Positioning Retirement Assets for Tax Efficiency by Alternative Tax Management

Alternative Tax Management

| Eastern Time (US & Canada) (GMT -4:00)

Tue Sep 2 at 1:00 PM EDT | Eastern Time (US & Canada)

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Webinar will be recorded

WEBINAR OPENS IN

DAYS
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ABOUT THIS WEBINAR

Learn how to free retirement assets from mounting tax liabilities

AGENDA

Discover strategies to convert retirement assets to Roth IRAs at significant discounts
Understand the rules for ROTH IRAs including no RMDs and potential for tax free growth
Learn strategies to offset increased income from immediate Roth conversions
Set up a 5 year plan to convert assets without pushing tax brackets higher

ADDITIONAL INFO

When: Tuesday, September 2, 2025 · 1:00 p.m. Eastern Time (US & Canada)
Duration: 1 hour
Price: Free
Language: English
Who can attend? Everyone
Dial-in available? (listen only): Yes.
Dial-in Number: Please register for this Webinar to view the dial-in info.

FEATURED PRESENTERS

Jason Pueschel

Managing Director

Jason has led the design, syndication, and capital raise of several prominent alternative investment platforms. Over the past few decades, he has assisted Financial Advisors, Accounting Professionals and Accredited Investors in the...

Full Profile

HOSTED BY

Alternative Tax Management
Alternative Tax Management is an educational platform focused on tax mitigation strategies for Accredited Investors and their Advisors. We seek to provide access to best-in-class programs that maximize the use of tax incentives. Join us on our quest for tax efficiency.

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