Schedule Your Complementary Roth Conversion Tax and Income Analysis

See if a Roth Conversion Makes Sense for You.

For Individuals Ages 59–75 with $300,000 or more in IRA or 401(k) Accounts

Gain clarity on future taxes, retirement income, and legacy impact before making major financial decisions.

During Your Free Consultation, You'll Receive:

✓ Retirement Tax Overview Report – Your current effective tax rate, future tax exposure, and RMD projections
✓ After-Tax Income Comparison – Compare Scenario A (No Roth) vs. Scenario B (Strategic Roth Conversion)
✓ Legacy Impact Analysis – After-tax inheritance comparison for your heirs
✓ FREE Book: "Your 401k (or IRA) Is a Ticking Time Bomb" – 120-page paperback delivered to you

All Reports personalized to your specific situation using our proprietary software.

If a Roth conversion is not appropriate for your situation, we will tell you. The goal is clarity — not conversion for its own sake.

Fill out the form below and you'll be directed to select your preferred appointment time.

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Current Retirement Status *

Age *

Total Investable Assets *

Retirement Account Types (Check all that apply)

IRA 401(k) or 403(b) Brokerage Account Checking/Savings Accounts Real Estate Other

Primary Goals (Check all that apply)

Reduce lifetime taxes Avoid RMD surprises Maximize retirement income Protect legacy for heirs All of the above

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No obligation. Confidential. Personalized to your situation.