
1. Understand
the Problem

2. Calculate
How Much
to Convert

3. Convert &
Do It Again!
What You'll Learn
Stop scouring the internet for confusing articles, or wasting time at seminar after seminar to try to figure out for yourself how to reduce the amount of your retirement account exposed to income taxes.
This mini-course is custom built to teach you the ins and outs of Roth Conversions - an incredible tool in the world of personal finance.
Starting with the basics, you'll understand Roth accounts better, you'll realize the problems that have been built up inside your pre-tax accounts, and you'll be guided to view your Net Worth and account balances from a New Lens, getting an answer to the question: How much is REALLY yours?
Then we'll cover logistics and a step-by-step process on how to set up and convert Pre-Tax IRA dollars to ROTH.
We’ll walk through real-life scenarios demonstrating how to convert traditional IRA assets to a Roth account without getting stung by taxes and penalties.
Plus, we’ll debunk common myths and unveil how having tax-free money in retirement gives you incredible flexibility and control...and ultimately, the peace of mind we all crave.
By the end of the course, not only will you have demystified common myths and misconceptions about Roth accounts, you'll be empowered to press your advisors to make it happen, or confident enough to know how to do it yourself.
Get ready to rule your retirement!
Take a look at the Curriculum and Resources below, then Click the button to enroll today!
"Roth Conversions RULE!"
Mini-Course Curriculum
**Check out a few of the Free Previews below before you purchase!
- Some extras for you... (1:07)
- 2025 Tax Card
- 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)
- Improving Your Tax Return LITERACY (2:41)
- Visualize Your RMD’s (3:28)
- A "BETR" Calculation (6:13)
- Calculating the WHOLE PICTURE (3:18)
Enroll Today!
Only $97
Meet Bryan, Your Course Instructor
Bryan McCloskey is a seasoned advisor, specializing in Retirement & Tax Planning with a focus on helping Retirees and those approaching Retirement make the most impactful decisions that benefit them and their family.
One of those decisions has to do with WHERE they hold their retirement accounts...specifically, in what type of TAX WRAPPER.
That's what this course is all about. With the common myths and misconceptions Bryan has heard from hundreds and hundreds of client meetings, many folks don't understand Roth IRAs, don't understand how to calculate how much to convert and when, or how valuable they can truly be for their family/situation.
P.S. - This course comes with a
100% Money Back Guarantee!
>> Get Started Today 100% Risk-Free
Purchase any of our Get Retirement Right Mini-Courses or Resources, and if what you learn from it doesn’t EXCEED your expectations in any way, within the first 14 days, just contact us at [email protected] and we will give you a 100% refund.
No questions asked!
- Bryan McCloskey, Course Designer
