Workshop Videos

Lesson Description

Welcome to the Tax-Free Wealth Workshop Series, where I’ll personally walk you through everything you need to know to create tax-free income for life using self-directed Roth IRAs.

Over the course of 11 video lessons, you’ll discover how to build, protect, and multiply your wealth using real-world strategies that actually work — no Wall Street guesswork, no financial fluff.

This course is built for real estate investors, small business owners, and everyday people who want to take control of their money and stop overpaying Uncle Sam. Each session builds on the last, showing you step-by-step how to create your own Tax-Free Retirement Plan using tools and strategies I’ve taught for more than 25 years.

By the end, you’ll have the blueprint, tools, and confidence to grow generational wealth — completely tax-free.

Workshop Summaries (1–11)

Workshop 1 – Tax-Free Income for Life with Self-Directed IRAs

  • Learn how Roth IRAs create lifetime tax-free income.

  • Understand the “five-year rule” and how to start your clock today.

  • Discover how to structure real estate deals inside your IRA.

  • Learn the difference between self-directed and broker-controlled accounts.

  • See real examples of investors building wealth tax-free.

Workshop 2 – Structuring Deals, Avoiding Overfunding Mistakes, and Staying IRS-Compliant

  • Understand contribution limits and penalties for overfunding.

  • Learn how to fix overcontributions and avoid disqualification.

  • Discover prohibited transactions (and how to steer clear of them).

  • Understand UBIT and UDFI when borrowing inside your IRA.

  • Get real-world examples of properly structured IRA deals.

Workshop 3 – Family Money, Rollovers, and Getting Started Young

  • Learn how to partner with family legally and profitably.

  • Understand rollover rules for 401(k)s, TSPs, and similar plans.

  • Discover why Roth IRAs beat bank accounts hands down.

  • See how young investors can start building wealth early.

  • Clarify the difference between tax avoidance and tax fraud.

Workshop 4 – Beating Inflation and Protecting Your Wealth

  • Understand how inflation quietly destroys savings.

  • Learn why “safe” accounts actually lose money over time.

  • Discover assets that historically beat inflation.

  • Use Roth IRAs and real estate to stay ahead of rising costs.

  • Build a long-term defense plan against inflation’s impact.

Workshop 5 – Using Roth IRAs to Build Tax-Free Generational Wealth

  • Learn how Roth IRAs create legacy wealth for your family.

  • Understand the five-year rule and inherited Roth IRA benefits.

  • Help your kids and grandkids open their first Roth IRAs.

  • Run compounding growth numbers to see lifetime impact.

  • Protect and pass on your Roth the right way.

Workshop 6 – Choosing the Right Retirement Account: Roth vs. Traditional and Beyond

  • Compare Roth and Traditional IRAs — which is really better?

  • Learn about SEPs, SIMPLEs, Solo 401(k)s, HSAs, and ESAs.

  • See why paying tax on the seed (Roth) beats paying on the harvest (Traditional).

  • Understand the backdoor Roth conversion strategy.

  • Create a mix of accounts tailored to your goals.

Workshop 7 – Partnering, Notes, and Using Non-Recourse Loans with Your IRA

  • Learn how to title properties correctly for your IRA.

  • Understand how to partner multiple accounts in one deal.

  • Use non-recourse loans to grow without personal liability.

  • Avoid prohibited transactions with family members.

  • Explore real examples of lending and partnerships done right.

Workshop 8 – Non-Recourse Loans, Prohibited Transactions, and Smarter Roth Conversions

  • Discover how banks underwrite non-recourse loans.

  • Understand prohibited transactions and disqualified people.

  • Learn why sweat equity is not allowed.

  • Use undervalued asset conversions to save on taxes.

  • Protect yourself with proper documentation and timing.

Workshop 9 – Checkbook LLCs, Trustees, and Choosing the Right Retirement Plan

  • Learn what checkbook LLCs are and why they’re controversial.

  • Compare LLCs to trust structures for control and safety.

  • Understand Solo 401(k)s and other business-owner plans.

  • Protect your IRAs with diversification.

  • Start your Roth early to activate your five-year clock.

Workshop 10 – Making Roth IRAs Work for You

  • Learn how to roll over and convert funds the right way.

  • Avoid self-dealing mistakes that can disqualify your IRA.

  • Structure multiple IRAs for different deal types.

  • Keep beneficiary forms updated — they override wills.

  • Apply “tax the seed, not the harvest” in real life.

Workshop 11 – Pulling It All Together: Building Your Tax-Free Retirement Plan

  • Review everything you’ve learned and see how it all fits together.

  • Understand fees, transfers, and how to keep things simple.

  • Create a personalized plan for your tax-free retirement.

  • Revisit the biggest do’s and don’ts for Roth success.

  • Leave with a clear action plan to build your own tax-free wealth system.

Final Notes for Students

By the end of this lesson, you’ll know how to:
✅ Open, fund, and grow a self-directed Roth IRA the right way.
✅ Structure real deals that multiply wealth — 100% tax-free.
✅ Avoid the traps that trip up most investors.
✅ Build lasting, generational wealth that your family will thank you for.

Remember — knowledge alone doesn’t change your life. Action does.
If you haven’t opened your Roth yet, do it this week.
If you already have one, put it to work.

And as I always say:

“Don’t wait to buy real estate. Buy real estate and wait — especially inside your Roth IRA.”