Share this Game Changing Tax Strategy
with Your Audience
The Discounted Rollover strategy is an eye-opening approach that few investors know about, using legally sound, paper-based valuation discounts to significantly reduce taxes. This strategy is especially relevant for retirement account holders, RIAs, and alternative asset managers looking to unlock smarter ways to build wealth.
Looking for timely, high-value content on advanced tax strategies and retirement planning?
We’d love to collaborate.
Gabe Hogan - JD LLM, Valuation Expert
Gabe Hogan, as a tax attorney and former IRS auditor, brings an insider's perspective on IRS compliance and how investors can confidently navigate complex tax strategies.
Keith Blackborg - CPA, Wealth Strategist
Keith Blackborg combines technical insight with real-world wealth-building expertise to identify investments and work alongside service providers that support this discounted rollover strategy.
FAQs
What is the Discounted Rollover strategy in a nutshell?
It’s a tax-saving strategy that allows investors to convert retirement funds to Roth accounts at a reduced taxable value using qualified, temporarily discounted private investments. The result? More money growing tax-free, with fewer taxes owed today.
Is this relevant for financial podcasts and newsletters?
Absolutely. This is a high-value topic for financial advisors, RIAs, CPAs, retirement planners, and alternative investors looking for tax-smart strategies.
How would my audience benefit from this interview?
Your audience will walk away with a powerful, little-known tax strategy that can significantly reduce the cost of Roth conversions and accelerate tax-free growth. We break it down clearly, no jargon, no fluff, so your listeners or readers can grasp the concept and see why it matters.