ROTH CONVERSION

WEALTH PLAN

Build a Compound Interest Tax Free Retirement

Discover the Wealth Secrets of the Roth Conversion

Why hasn’t my financial advisor ever told me about this?

Reason 1: Most financial advisors just simply aren’t trained on this type of strategy, nor do they know how to customize a conversion schedule so that it’s optimized for you the account holder.

Reason 2: Most financial advisors recommend the traditional financial accounts that their firms offer….and if they are captive, they can only recommend their firms products.

Reason 3: They don’t want to take a pay cut! In IRAs and 401Ks, advisors charge fees and commissions on the deferred tax liability, which drives up your investing cost. After a Roth Conversion, their fees would be significantly less.

As a result, a very small % of Americans have what we call a Roth Conversion Wealth Plan set up. Unfortunately, more than half the population have fully taxable accounts such as a 401(k) or similar tax-deferred retirement account that they will be forced to pay taxes on throughout their entire retirement. And the statistics show that most pre-retirees have grossly underestimated the amount of taxes that will be owed during their golden years….

Take the assessment to see if I qualify

You must pay taxes (either in advance or when you're taking income in the future).

Your money isn’t liquid (you can't access your money penalty free until you reach retirement age of 59.5 , and even if you do a hardship withdrawal, you can still be heavily penalized).
You are limited to how much you can invest (plans with most tax benefits have annual funding limits).
Your money is not guaranteed (the money in your 401(k) or IRA may increase in up markets but accordingly will decline in falling markets).
You are required to report your earnings to the IRS. (Everything in a 401(k) or IRA is Uncle Sam’s business).

With A Tax-Deferred 401(k) or IRA…

You don’t pay taxes on growth or principal. Ever. ( After a Roth Conversion, the principal is now tax free as is all the future interest earned inside the account).
Average historical returns of 7-9% annually. (Tax-free, and net of any fees and costs)
Your Account is GUARANTEED not to go backwards. (With our strategies you will lock in tax-free gains when the market is up, but suffer NO loss when the market is down)
You are not required to report money you take out to the IRS. (Since a Roth Conversion Account is Tax-Free, it is not reportable as a taxable ‘income’ so you get to enjoy your money how you see fit…It really should be none of Uncle Sam’s business how you spend your money, especially in retirement!)

A Compound Interest Account with a Roth Conversion…

And there are many, many more wonderful advantages in having an account like this…

But….

Is It “Too Good To Be True,” You Ask?

Nope. It’s very real.

In fact, the Roth Conversion is not a new investment strategy.

This tax strategy was first introduced to the Internal Revenue Code in 1998 with several restrictions, but then in 2010 the income cap was eliminated, making the possibility of converting an IRA to a Roth IRA achievable to all.

What an amazing thing to be able to enjoy a tax-free retirement, and then pass on fortunes in a legally tax-free environment.

The only question is...

Do You Qualify for a Roth Conversion Wealth Plan?

The Roth Conversion Wealth Plan is NOT just available to the ulltra-wealthy…

However: Tax law is always changing and we don’t know if the ability to rid your IRA of it’s tax burden will exist forever, the IRS may decide to place restrictions again in the future, which could negatively effect your ability to reduce taxes…..

So in order to take action now and discover if you qualify for a Roth Conversion Wealth Plan, take our 30 second survey below.

To see if you qualify, complete the survey below:

30 Seconds To Apply and Pre-Qualify

By providing the requested information and clicking “Submit”, I provide my signature expressly consenting to contact from Roth Conversions or its subsidiaries, affiliates, or agents at the number I provided regarding products or services via live, automated or prerecorded telephone call, text message, or email (even if registered on the DNC). I understand that my telephone company may impose charges on me for these contacts, and I am not required to enter into this agreement as a condition of purchasing property, goods, or services. I understand that I can revoke this consent at any time. We will not sell your information to 3rd parties.

Privacy

Terms