SECTION 1: Welcome to Roth Conversions "RULE!"
SECTION 2: Exploring your Tax Philosophy and Helping you SEE your Asset Value through a New Lens
SECTION 3: The Logistics of Converting (Step-by-Step Guide)
SECTION 4: Take Action >>> CONVERT!
SECTION 5: Common Mistakes to Avoid
SECTION 6: Bonus Section - A Compilation of Helpful Resources
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Some extras for you... (1:07)
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2025 Tax Card
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Understand how your Social Security Benefit is Taxed **EVEN IF THIS CHANGES in 2025, Be Forewarned: Removing taxation from Social Security just places burden elsewhere** (4:47)
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Improving Your Tax Return LITERACY (2:41)
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Visualize Your RMD’s (3:28)
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A "BETR" Calculation (6:13)
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Calculating the WHOLE PICTURE (3:18)
Disclosures & Disclaimers and other legal stuff
