Ad copy

If you already have a game plan for converting your IRAs to Roth IRAs, good for you. But if you are doing ANY of these, you probably need to change your plan THIS YEAR: 🚫 If you're stopping conversions at the top of your current tax bracket. 🚫 If you're stopping conversions because of a Medicare income threshold. 🚫 If you're waiting to do conversions until after you retire. 🚫 If you’re not doing conversions because you don’t want to pay taxes from your IRA. There are a number of financial false paradigms floating around regarding Roth conversion strategy. ➡️When in conversation with a friend, financial advisor, or CPA who embraces these you'll logically agree and be blinded to the truth of the subject. ➡️If you set up your own DIY spreadsheets about this subject and include these faulty limitations, you'll 'logically' come to the wrong conclusion as to what's best for you. You get 'fooled' by your own work. ➡️Or you get fooled, unintentionally, by others who have authority in your financial life. You presume that because they are great at X, and X is 'related' to Roth conversions, that they know what they're doing with Roth conversions. Here are a few of my observation after so many years: 👉 Advisors who do encourage Roth conversions tell you to STOP at the top of your current tax bracket...that's what they've been told. So they have ZERO EXPERIENCE in doing it the right way. 👉 Your CPA isn't a financial planner, don't expect them to be. They create value in other ways; Roth conversions elude most of them, as they have too many limiting paradigms. 👉 Many advisors won't touch Roth conversion advice with a ten foot pole...their compliance people don't want them to appear to give tax advice. So they are not a good resource either. 👉 Free 'retirement reports' and online calculators will never get you the biggest tax avoidance...they are either too generic or just a sales tool to lure you into higher fees and commissions. If you've been researching Roth conversions it can be very confusing. I've written two #1 Best Selling books now on this subject and invested thirteen years of my professional life studying, developing, and implementing 'optimal' conversion strategies. Join me for this special LIVESTREAM and I'll share the SINGLE BIGGEST MISTAKE that we see people make when doing Roth conversions... I want to show you one free & very simple step to get you on your path to never making that mistake again. In case you don't know by now, 👉we DON'T sell financial products, and 👉we DON'T manage investment portfolios. So, relax, this is NOT a high pressure sales job. Leave your credit card in the other room. Who is this FREE EVENT for? Anyone with at least $1,000,000 still in pre-tax retirement accounts AND, ✅ Anyone between the ages of 59 and 74, ✅ Anyone 75+ who wants to protect their heirs from unnecessary erosion because of income taxes. ✅ Anyone under age 59 who ALSO HAS non-IRA funds to draw from. NOTE: If you have less than $1,000,000 in taxable IRAs you probably WILL NOT have the tax problems that others will have as a result of large IRAs.