This exclusive in-person workshop is designed for people who want to understand how to maximize their retirement income while minimizing taxes.
WORKSHOP
AS FEATURED ON
The Roth Blueprint reveals how much wealth you could add to your retirement, in some cases, increasing retirement dollars by up to 97%.
WHAT YOU’LL LEARN AT THE WORKSHOP
- How cutting-edge Roth conversion strategies can transform your retirement income.
- The 6 hidden negatives of traditional IRA ownership, and how a Roth Blueprint helps you avoid them:
- Required Minimum Distributions (RMDs)
- IRMAA (Medicare surcharge) charges
- Lost opportunity costs
- Single-filing status penalties
- Generational tax burdens
- Future tax increases
- How to build a simple, accurate, tailored plan for tax-free income in retirement.
WHY ATTEND?
This isn’t another generic financial seminar. You’ll walk away with a personalized framework, your own Roth Blueprint, that shows exactly how Roth strategies could work in your favor.
NEXT STEPS
Seats are limited. Don’t miss your opportunity to take control of your retirement tax strategy.
EVERYONE WHO ATTENDS WILL GET THE 7-STEP PLANNING GUIDE.
