There may be no better time than now to convert your IRA, 401k or other tax-deferred retirement plan to a tax-free Roth IRA. But, you have to use the right strategy for paying any resulting conversion tax. This video will show you that strategy.



Properly Harvesting Retirement Plans Webinar

  • How to protect against market fluctuations

  • How to protect against inflation

  • How to protect against outliving your savings

  • Using IRA rollovers to continue tax deferral

  • How to protect against long term care expenses

Get Started! It’s Free!

Tax Wise Retirement Webinar

  • Uncle Sam’s Share of Your Retirement Accounts

  • Reduce or Eliminate Social Security Taxation

  • Roth Conversion Strategies

  • Tax Free Cash Flow

  • How to be Tax Wise in Retirement

Get Started! It’s Free!

Supersizing Social Security Webinar

  • Your Retirement Benefits

  • Benefits for Spouses

  • Divorced Spouse Benefits

  • Benefits for Surviving Spouses

  • Taxation of Benefits

Get Started! It’s Free!

Medicare Made Easy Webinar

  • Enrollment Rules

  • Medicare Parts A-B-C-D

  • Medicare Advantage Plans

  • Prescription Drug Plans

  • Avoiding the “Donut-Hole”

Get Started! It’s Free!

Free Analysis.


FREE Personalized Retirement Analysis

This written report will analyze where you are and what you must do to achieve retirement success!

  • Find out how long will your savings last?

  • See how your Social Security choices impact your savings

  • Learn how inflation might impact your future security

Get Analysis! It’s Free!

FREE Personalized Social Security Supersized Analysis

When should I take Social Security to maximize my benefits? – You’ll find the answer in this personalized report!

  • Find the best strategy to maximize lifetime benefits

  • Step-by-Step filing instructions

  • Making correct decisions can mean tens of thousands in extra retirement dollars

Get Analysis! It’s Free!

FREE Personalized Medicare Supplement Plan Comparison

No need to call dozens of companies because this written report will provide prices for most plans available in your specific zip code.

  • Easily compare the top 30+ carriers to get the best rate

  • Quotes, rate histories, and financial ratings for each carrier

  • Side-by-side comparisons all in one report

Get Analysis! It’s Free!