Why take a course SPECIFICALLY about Roth Conversions?

Welcome to the Roth Conversions "Rule!" Mini-Course.

You may be here for one or more of these reasons:

• You realize there is a Growing liability in your investment accounts
• You KNOW you want to do something (Convert)
• You don’t know HOW
• You don’t know HOW MUCH
• You may be Confused about rules: think you are too old, think you make too much, Confusing 5 year rules…
• You don’t know whether it would benefit you, especially since the concept of Converting and Paying Tax NOW goes against years and years of “saving taxes” with pretax deferred contributions
• Even if you have considered conversions, you may have found yourself saying “it will reduce my net worth”

Well...

This course lays out what you are OVERLOOKING...

This course shows you what you are MISSING...

Your going to learn about solving the problems related to the Growing Liability inside your pre-tax retirement accounts and how to navigate Roth Conversions so you can get out of the way of the Tax Train!

We're going to cover a lot...

But just keep in mind:

• This course aims to fill the gaps in your knowledge and help you make informed decisions.
• The content is educational and hypothetical, not offering promises of returns
• A professional perspective is recommended for specific advice
• The course itself is not a solicitation for services or an investment or account offering.

The goal of the course is to enhance your understanding of your retirement accounts and empower you to manage your finances effectively, ultimately allowing you to Keep More of what you Earn, and Spend More of what you Make.

So...

Welcome to the course!

Let's get going!