Unfortunately, there is no one-size-fits-all approach to Roth conversion. When you answer a couple of basic questions, we can tailor a printout for you to have right now, to show precisely how this program can work for you.

The answers to these questions automatically populate the form below, which outlines the exact process for Roth-converting your retirement account without paying taxes on the principal.

Step 1: Complete the questionnaire, and then you will be able to set an appointment.

Step 2: Print out the completed form to study before your appointment.

We are the only service that gives all the upfront information. WE NEVER SELL YOUR DATA.

Click Next to Continue

What is your age? *

How much is in your pre-tax IRA/401(k) to Roth convert? *

Total combined state & federal tax rate. (If unknown, 24% will default)

Are you anticipating a monthly income shortfall (for any reason) during retirement and if so, what amount of income will you need to shore up to continue your desired lifestyle? *

$0 to $1,000 per month of income shortage

$1,001 to $3,000 per month of income shortage

$3,001 to $5,000 per month of income shortage

$5,001 or more per month of income shortage

I have a written retirement plan, but I am not sure if I have income going forward to adjust for inflation and tariffs influenced cost of living increases.

I'm unsure of my monthly income needs and I could use some help in drafting a written Retirement Proposal.

This question does not apply, I will have plenty of income in my retirement

What is your greatest concern during retirement? *

Uncertianty during retirement

Outliving my income

Running out of money during my retirement

Not having money for long term care?

Higher tax rates on retirement accounts after age 73 (RMDs)

Something else

What State do you live in in the USA? *

We Never Sell Your Data to any Third-Party

First Name *

Last Name *

Email *

Phone *

By clicking submit, I provide my Consent to receive various communications from our team. Message frequency varies. Message & data rates may apply. Text HELP for assistance. You can reply STOP to unsubscribe at any time.