Oct. 2, 2026
Don't Blindly Trust Software to Plan Your Roth Conversions
Videos
Oct. 1, 2026
The Tax Trap Every IRA Millionaire Will Face
Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/Every_IRA_Mill
Sept. 29, 2026
Over 70? Use This Charity Loophole to SAVE BIG On Taxes
Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/Charity_Save
Sept. 26, 2026
Why “Free” Roth Conversion Advice Costs You the Most
Get the free workbook that covers the 7 questions you must ask before converting: https://q3.link/KnowYourAdvice ⏱️ Chapters: 00:00 - The Trap of "Free" Financial Advice 00:53 - Trap #1 01:57 - Trap #2 03:50 - Trap #3 05:51 - The Flat-Fee Truth 07:38 - 7 Questions Advisors Don't Want You…
Sept. 24, 2026
The Biggest Mistake People Make Converting to Roth
Avoid the biggest Roth conversion mistakes with this free webinar: https://q3.link/Biggest_Mistake
Sept. 22, 2026
The Real Cost Of Waiting To Roth Convert
Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/Real_Cost
Sept. 19, 2026
How IRA Millionaires Keep Their Money Safe From The IRS
Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/IRASafe ⏱️ Chapters: 00:00 - The Hidden Tax Traps for IRAs 00:40 - The Forced Income Trap 04:08 - The Survivor's Tax Trap 05:38 - The Legacy Trap 07:14 - What Can You Do?
Sept. 17, 2026
The Time of the Year You Roth Convert Really Matters
Avoid the biggest Roth conversion mistakes with this free webinar: https://q3.link/5_Things
Sept. 15, 2026
How Roth Conversions Will Effect Your Medicare Premiums
Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/Roth_and_Medicare
Sept. 12, 2026
Convert These Assets to Roth FIRST
Find and fix the 3 Hidden Risks That Could Cost Your IRA Millions (free guide) https://q3.link/ConvertFirst
Sept. 9, 2026
Why IRA Millionaires Shouldn't Listen to This Roth Conversion Advice (and what to do instead)
Sept. 9, 2026
5 Ways to Pay Roth Conversion Taxes
Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/5Ways
Sept. 5, 2026
The Smart Way IRA Millionaires Make RMDs A Non-Issue
Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/SmartIRA ⏱️Chapters: 00:00 - The RMD Trap 00:41 - The Dam Analogy: Why the Water is Rising 02:12 - The "Wide Opening" Problem 02:59 - Taking Back Control with Roth Conversions 03:41 - Decision #1: When to Convert 04:41…
Aug. 29, 2026
“When Will My Roth Conversion Pay Off?” (Wrong Question)
Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/PayOffWhen ⏱️ Chapters: 00:00 - The logic that leads to under-converting 01:35 - The hidden risk of playing it too safe 02:22 - From current tax bills to lifetime wealth 03:59 - The trap of static planning 04:51 -…