Sunday, January 18, 7:00–8:30 PM Eastern
ONLINE
OREIA’s Sunday Night Sit Down:
The Last 2025 Tax Lever You Can Still Pull with John Bowens
OPHP Credits: 1 hour Tax Law [What’s This?]
OREIA is launching a brand-new national, online, once-a-month Sunday night series for serious, active real estate investors across the U.S. In this series, we’ll slow things down and spend a Sunday evening focused on one timely issue that will help you make better decisions in today’s market.
This month’s topic is once that you can’t wait much longer to pull the trigger on:
For most investors, the window to impact their 2025 tax outcome is already closed. Income is earned. Expenses are booked. Deals are done.
But there is one lever that can still be pulled and it involves tax-free and tax-deferred investing strategies many real estate investors either misunderstand or completely overlook.
Join John Bowens, CISP, Investor, and Head of Education and Investor Success at Equity Trust Company, for a clear, practical conversation about the only remaining way investors can legally affect last year’s taxes.
He’ll share:
- How you can STILL maximize contributions to your Self-Directed Traditional IRA, Roth IRA, and HSA for 2025 and 2026
- Why congress gave is the deal of the century on Roth Conversions in 2025—and why you should take advantage of it ASAP
- How you STILL can contribute up to $70,000 tax free FOR 2025, and $72,000 in 2026
- What to do once you’ve made your 2025 & 2026 contributions, so that you can GROW them tax-deferred and tax-free for years come, with real investor case studies and examples – rentals, flips, joint ventures, partnerships, and private lending
Plus, John will answer all your questions about tax-free and tax-deferred plans.
So let’s have a calm, Sunday-night conversation about the last meaningful tax decision you can still make for 2025 and how it sets the stage for 2026.
Register below to get your link!