Your 401k or IRA is a Ticking Time Bomb

See What Happens If You DON'T Convert!

Schedule Your Complementary Consultation

Meet with us and you will get 4 essential resources to help defuse your 'Tax Time Bomb':

1

A Projected Tax Report

Calculates your taxes with current tax deductions as well as your effective tax rate on a Roth Conversion

2

No Roth Conversion Report

Projects your future RMDs and shows the adverse impacts of not converting

3

Roth Conversion Report

Shows an optimized Roth conversion plan that minimizes taxes and maximizes your income and legacy

4

Free Book on Roth Conversions

"YOUR 401K (OR IRA) IS A TICKING TAX TIME BOMB", a complete guide to Roth conversions

Did you know your 401k (or IRA) is a ticking time bomb?

Your 401K or IRA is a ticking tax time bomb that forces the depletion of your retirement savings accounts as you age!

Learn how to defuse it with a little-known Roth Conversion Strategy! This conversion will provide you with significantly more tax-free money in retirement and leave more to your kids.

We will provide you with personalized, detailed reports that will help you make informed and confident decisions about a Roth Conversion and its tax implications.

When you meet with us, you will receive:

DON'T WAIT! SET UP YOUR FREE CONSULTATION TODAY!

Schedule a consultation with David Facer below.

Schedule Your Free Consultation

What's in the book?

Your 401k Is A Ticking Time Bomb Book Cover

In this 120 page book, you will learn the Three Primary Factors that Adversely Affect Retirement Accounts as well as:

  • How Taxes are Your Biggest Retirement Risk.
  • Seven Tax Traps where Uncle Sam may Get Your Money if you Don't Do a Roth Conversion.
  • The Net Effect of these Tax Traps is a Forced Depletion of your Retirement Accounts.
  • How to Avoid RMDs and other Taxes, and Protect against Rising Taxes.
  • Who Should Do a Roth Conversion? What is the Best Vehicle to Use to Perform a Roth Conversion and What are its Advantages?

Key Benefits:

  • Avoid mandatory RMDs in retirement
  • Avoid tax traps on your Social Security and Medicare
  • How to do a Roth Conversion without reducing Your principal
  • Insulate you and your spouse against tax hikes
  • Eliminate taxes on money earmarked for your kids

A professional review and invaluable insights.

There's no catch. No tricks. Our mission is to show you how you can keep more of your hard-earned retirement money and pass more to your kids.

Schedule your free, no pressure consultation with David today, and gain invaluable insights and resources to maximize your retirement income and legacy!

Click to Schedule a Complementary Consultation