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Roth conversions come with a tax punch. Here’s how high earners are fighting back.

If you're planning to move money from a pre-tax account into a Roth IRA, you're triggering a big tax event. But pairing that conversion with an oil and gas investment unlocks immediate tax deductions through intangible drilling costs (IDCs). These losses can directly offset the Roth conversion income — potentially reducing your tax bill by tens of thousands.

This isn’t theory. It's a tax strategy supported by the IRS and commonly used by accredited investors and business owners who want more control over their retirement planning.

We'll break down how it works, what to watch for, and how to build a 4–5 year conversion roadmap that minimizes taxes and maximizes growth.

If you're planning a Roth conversion, watch this first, then schedule a call to see how it applies to you.

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