Saving Taxes on Roth Conversions: with CEDARst Companies (Ep 66) cover art

Saving Taxes on Roth Conversions: with CEDARst Companies (Ep 66)

Saving Taxes on Roth Conversions: with CEDARst Companies (Ep 66)

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If you're an accredited investor looking to diversify your portfolio with unique strategies, this episode is for you. We talk about CEDARst's innovative approach in not only how they operate their fund, but how it's structured.

Key takeaways:

  • Understanding Vertically Integrated Microdevelopment: Cedar Street's unique model maximizes space in dense urban areas by integrating in-house construction, architecture, and property management. This "approachable living" appeals to young professionals looking for highly amenitized, affordable living spaces.
  • Roth Conversion Strategy: A game-changer for investors during low-income years. Convert your traditional IRA money at its lowest valuation into a Roth, enabling tax-free growth and mitigating long-term tax liabilities.
  • Co-General Partner Economics: Investors participate as co-GPs alongside institutional partners, gaining alignment with the sponsor and benefiting directly from the success of the projects without typical LP burdens.

To learn more, go to - https://www.cedarst.com/

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Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

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