Thursday, August 18th @3pm PST
How to Lock In Tax-Free Income For Life:Discover Proven Roth Conversion Strategies Before Tax Rates Climb in the Next 10 Years!
A free 60-minute live Roth Conversion Analysis for adults 59+ who want to legally reduce tens of thousands in future taxes — while there's still time to act.
Thursday, August 18th @3pm PST
Marco & Scott
Spots are limited. This is a live event, not a recording.
Let's be honest for a moment.
You've spent decades — maybe your entire working life — building what you have.
The advice was familiar: put money into your 401(k), take the tax break today, and deal with taxes when you retire.
For a long stretch, that felt like solid guidance.
But here's the part that often goes unsaid:
"Later" has arrived.
Every dollar sitting in a traditional IRA or 401(k) is still owed to the IRS. With rates near historic lows and the national debt at record highs, a lot of analysts expect taxes to move in one direction: up.
The longer that decision is put off, the more it may cost.
And most retirees have no real plan for it.
"My advisor never mentioned there was a way to lower my tax bill in retirement." It's the comment we hear most often — and it isn't your fault.
There's a window most retirees don't realize they have.
If you're roughly between 59½ and 73, you may be standing in one of the best opportunities of your financial life to meaningfully shrink — or even eliminate — the taxes owed on your retirement savings.
It's called a Roth Conversion. It isn't new, it isn't exotic, and it's completely legal.
Retirees have used it for years with one goal in mind: keep more of what they earned and pass more on to the people they love.
In this free Roth Conversion Analysis, you'll learn:
- ✓How to move taxable retirement dollars into a tax-free Roth — with strategies to keep the tax hit minimal
- ✓Seven upsides of Roth conversions that rarely come up in a typical advisor meeting
- ✓How to take advantage of today's historically low brackets while the window is still open
- ✓Common Roth conversion missteps that quietly cost retirees thousands — and how to sidestep them
- ✓Bracket-management tactics that can help keep Medicare (IRMAA) surcharges in check
- ✓Ways to reduce the tax bite on your Social Security income
- ✓How to leave your family a tax-free inheritance instead of a tax bill
No products pitched. No pressure. No jargon. Just straightforward education so you can make an informed call.
This session is for you if…
- •You're 59½ or older with savings in a traditional IRA, 401(k), TSP, or similar pre-tax account
- •You've wondered how much of your nest egg will actually go to the IRS
- •You're worried rising tax rates will eat into your retirement income
- •You're frustrated that RMDs could push you into a higher bracket
- •You'd rather leave your family more money than a tax problem
If you're already fully in a Roth with no tax exposure, this probably isn't for you.
But if you suspect the IRS could be your single biggest expense in retirement — keep reading.
Why hasn't your advisor mentioned this?
It's a fair question, and the answer is more simple than you'd think.
Most advisors focus on growing assets. Tax planning is a separate specialty, and many either aren't trained for it or aren't paid to prioritize it.
They're not villains. A Roth Conversion just requires a coordinated approach that goes beyond picking investments.
In this session, we'll walk through a clear framework for understanding your tax exposure — and what you can do about it while the opportunity is still on the table.
The difference between paying the IRS for decades… and not having to.
| Traditional IRA / 401(k) | Roth Conversion Strategy | |
|---|---|---|
| Tax on withdrawals | Fully taxable | Tax-free |
| RMDs | Yes — starting at 73 | None |
| Tax rate risk | Subject to future increases | Locked in at today's rates |
| Impact on heirs | Taxable inheritance | Tax-free inheritance |
| Medicare premium exposure | Higher risk | Manageable with planning |
| Peace of mind | Uncertain | Built in |
One hour. No cost. No obligation.
You've worked too hard to hand more of your retirement to the IRS than you have to. On Thursday, August 18th @3pm PST, we'll show you what you might be able to save — and how to get started before the window narrows.
Spots are limited. This is a live event, not a recording.