Tax mitigation strategies

[Mark C.]

Hello, I have been researching companies with alternative ideas on investing to offset my potential IRA->Roth conversions. As a result I found 2 investment areas that hold the most promise and largest reductions. Workplace housing and Heavy Equipment. I have heard 2 presentations and found the IRS rules to promote this type of investment. Has anyone worked with these 2 companies or similiar? stockalternatives.com and wealthconcepts group.com? They both have presentations for a business model investing in Heavy equipment that appear to yield signficant tax advantages. They both do require 100 hour participation.

[Chris Seveney]

I always want to caution people when looking at these strategies to make sure they are still good investments. Sometimes people will get so caught up in tax savings they ignore the underlying assets. An example of this has been some DST investments that were heavy front loaded fee driven investments that are great for tax deferments but challenging on the investment side