May 1, 2026
What is the Inheritance Tax Trap
Videos
April 25, 2026
The Mistake IRA Millionaire Parents Don’t See Coming
Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/NoMassiveTaxBill ⏱️ Chapters: 00:00 - Why Your Estate Plan May Fail 01:47 - Control vs. Protection of Assets 02:42 - How Inherited IRA Taxes Work 03:56 - Real-Life IRA Case Study 06:41 - How to Protect Your Kids' Wealth…
April 18, 2026
If I Had 10 Minutes With an IRA Millionaire, I’d Tell Them This
Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/OneThing ⏱️ Chapters: 00:00 - The #1 Mistake IRA Millionaires Make 01:21 - Your Current Tax Bracket Isn't the Real Problem 02:33 - A Strategic Planning Window 04:13 - How Tax Brackets Change Overnight 05:10 - The 10-Year Rule
April 14, 2026
99% Make THIS Roth Conversion Mistake
Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/CantSkipin2026
April 11, 2026
Why IRA Millionaires CAN'T Skip Roth Conversions in 2026
Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/CantSkipin2026 ⏱️ Chapters: 00:00 - The Danger of Skipping Roth Conversions in 2026 00:53 - The Mistake Retirees Make 03:06 - The RMD Growth Problem 04:04 - The "Gap Year Window" Strategy 05:35 - Hidden Variables 07:27 - 3…
April 9, 2026
The Biggest Hidden Tax Trap
📕 Discover 7 Tax Traps Hidden In Your 401k & IRA (Bestselling Book) Free: https://q3.link/WidowTaxTrap
April 4, 2026
The Mistake IRA Millionaires Don’t See Coming
📕 Discover 7 Tax Traps Hidden In Your 401k & IRA (Bestselling Book) Free: https://q3.link/WidowTaxTrap ⏱️ Chapters: 00:00 - The Hidden IRA Mistake 00:40 - Why Most Retirement Projections Fail 01:37 - The "Highway" Analogy 02:34 - Studying Success 03:47 - The Rising Pressure of RMDs 05:28 - Using Roth…
April 3, 2026
Should I Roth Convert?
Schedule a free call with a Rothologist to find how much you can save on taxes 👉 https://q3.link/ScheduleaCall
March 28, 2026
How to Protect Your Family From a $2 Million Tax Bomb
Schedule a free call with a Rothologist to find how much you can save on taxes 👉 https://q3.link/ScheduleaCall ⏱️ Chapters: 00:00 - The $1M Tax Trap 01:39 - Why Standard Advice Fails 02:18 - How New Tax Laws Effect You 03:56 - Stop Chasing Small Deductions 04:57 - Focus on…
March 21, 2026
These 3 Questions Will Optimize Your Roth Conversions
Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/3Questions ⏱️ Chapters: 00:00 - Optimize Roth Conversion Strategy 00:36 - What Causes Misalignment 01:53 - Why These Questions Matter 02:48 - Reflecting Current Circumstances 04:10 - Making Intentional Choices 05:24 - Using Strategic Accounts 06:06 - Coordination Is…