Are you currently retired?
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Yes
No
Roth Conversion strategies can benefit both retirees and those approaching retirement.
What is your current age?
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65+
60-64
55-59
50-54
Less than 50
The right Roth conversion approach depends on where you are in your retirement timeline.
What benefit of Roth conversion most interests you?
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Tax-Free growth
Guaranteed life-long income
Never worrying about RMDs
Most retirees don't realize all three of these are possible with the right strategy.
Do you currently have a 401(k), IRA, or other qualified retirement account?
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Yes, I have a 401(k)
Yes, I have an IRA
Yes, I have both
No, only Roth accounts
Qualified accounts like 401(k)s and IRAs are subject to Required Minimum Distributions, which means the IRS decides when you pay taxes on your own savings.
In order to see if you qualify for Roth conversion, can you please share a rough estimate of your retirement balances?
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More than $10,000,000
$5,000,000 to $9,999,999
$1,000,000 to $4,999,999
$250,000 to $999,999
$100,000 to 249,999
🔒 Your information is secure. This helps us determine which Roth conversion strategy may work best for you.
Where should we send your match?
My email address is:
*
🔒 Your information is secure
Almost done! What's your name?
Full Name
*
🔒 Your information is secure
My mobile phone number is:
*
🔒 Your information is secure
* Must be your valid US mobile phone number. Mistyped or incorrect numbers will result in cancelation of your pre-qualification status.
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