Feb. 3, 2026
The Surprising Truth About Roth Conversions
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Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/SaveBillions ⏱️ CHAPTERS 00:00 - Avoiding A Big Tax Bill 00:43 - The Uncomfortable Truth 01:09 - Understanding Your Options 03:30 - What's Your Goal? 04:04 - Where Does MY Tax Payment Come From? 04:53 - Real Life Example…
Avoid the biggest Roth conversion mistakes with this free webinar: https://q3.link/FiveMistakes ⏱️ CHAPTERS 00:00 - The Most Expensive Mistakes 00:46 - The Timing Question 02:11 - Overlooking the Small Print 02:55 - Relying on Old Rules 03:48 - Your Tax Blind Spot 04:50 - The Hidden Penalty 05:53 - The…
Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/TheSmartWay ⏱️ CHAPTERS 00:00 - The Million Dollar Question 00:47 - Two Ways to Pay 02:52 - Not All Tax Dollars Are Equal 05:22 - When Roth Conversions Backfire 07:39 - Why Tax Bracket Rules Fall Short 09:48 -…
Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/RMD-Calculator-3Ways Avoid the biggest Roth conversion mistakes with this free webinar: https://q3.link/Join_Webinar_3Steps Chapters: 00:00 How To Fully Optimize Your Roth Conversions 00:54 Step 1 02:00 Step 2 04:14 Step 3
❓Find out the impact of RMDs on your retirement: https://q3.link/rmd-calculator Most IRA millionaires believe their biggest retirement risk is market volatility. In reality, it’s taxes. In this video, I explain why retirement tax problems don’t arrive gradually—they arrive as shocks. Required minimum distributions, Medicare surcharges, Social Security taxation, and inherited…
❓Find out the impact of RMDs on your retirement: https://q3.link/rmd-calculator How much of your retirement savings truly belongs to you after the IRS takes its share? 🤔 This episode challenges you to look beyond your statement balance, focusing on the real impact of future "taxes" on your "ira" and overall…
❓Find out the impact of RMDs on your retirement: https://q3.link/rmd-calculator For over 42 years, I’ve watched business owners repeat the same mistake: trying to “save taxes” by maximizing pre-tax contributions—only to unknowingly build a massive tax problem for their future selves. Year after year, CPAs say the same thing: “Max…
❓Find out the impact of RMDs on your retirement: https://q3.link/rmd-calculator In this episode, Craig Wear and Stephen Avery discuss the unique role of Rothologists in helping clients navigate the complexities of Roth conversions. They emphasize the importance of creating a trusting environment, addressing client concerns, and collaborating with existing financial…
❓Find out the impact of RMDs on your retirement: https://q3.link/rmd-calculator Why IRA Millionaires Need PERSONALIZED Roth Conversion Plans Most Roth conversion advice is generic—and that can silently cost you a fortune. In this video I explain why one-size-fits-all guidance (from well-meaning CPAs, advisors, or AI) often misses the lifetime tax…
A Roth 401(k) flips the game. Pay taxes once, never again. When rates rise, your income stays untouchable. That’s not luck. That’s planning.
Opening a Roth isn’t enough. If you never invest inside it, your money just sits. No growth. No compounding. No future. The account isn’t the strategy. You are.
Private equity, crypto, hedge funds, now inside your 401(k). The door to elite investments just opened. Used right, it’s diversification. Used wrong, it’s disaster.
You have until 2028 to act. Tax rates are at historic lows, but not for long. Convert now and pay once or wait and pay forever. The window won’t open again.
