American IRA Hosts Webinar on Tax-Free Wealth Strategies

Veteran financial planner Eric D. Brotman to share insights on using Roth IRAs, 529 plans, HSAs, and whole life insurance to build long-term wealth

Mar. 17, 2026 at 7:48am

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American IRA is hosting an educational webinar featuring financial planner Eric D. Brotman, who will discuss strategies that allow investors to grow and access money tax-free. The webinar will cover four powerful tax-advantaged tools - Roth IRAs, 529 college savings plans, health savings accounts (HSAs), and whole life insurance - and how to use them effectively as part of a broader long-term planning approach.

Why it matters

As investors look to build long-term wealth, understanding how to leverage tax-advantaged accounts and strategies can be crucial. This webinar aims to provide clarity on some of the most powerful tax-free wealth-building tools available, helping attendees make more informed decisions about optimizing their finances.

The details

During the webinar, Brotman will break down the key features and benefits of Roth IRAs, 529 plans, HSAs, and whole life insurance. He will explain who these strategies are best suited for and how to use them responsibly without running into compliance issues. Attendees will gain a deeper understanding of how these tax-advantaged tools can complement a broader financial plan.

  • The webinar will take place on March 18th, 2026 at 12:00 PM ET.

The players

Eric D. Brotman

A veteran financial planner with more than 30 years of experience and nearly $900 million in assets under management.

American IRA

A national Self-Directed IRA administrator headquartered in Sioux Falls, SD that has specialized in helping clients invest their retirement funds in alternative assets for more than 20 years.

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What’s next

Interested investors can register for the webinar at https://americanira.ac-page.com/318-webinar.

The takeaway

This webinar provides an opportunity for investors to learn how to leverage powerful tax-advantaged strategies like Roth IRAs, 529 plans, HSAs, and whole life insurance to build long-term wealth in a tax-efficient manner. By understanding these tools and how to use them responsibly, attendees can make more informed decisions about optimizing their finances for the future.