WESTERN ADVISORS
YOUR 40k or IRA IS A TICKING TIME BOMB!
Save on Taxes with a Roth Conversion!
See What Happens If You DON'T Convert!
Meet with us and you will get 4 essential resources to help you defuse your 'Tax Time Bomb':
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A Tax Report
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No Roth Conversion Report
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Roth Conversion Report
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Free Book: "YOUR 401K (OR IRA) IS A TICKING TAX TIME BOMB"
Your 401k
(or IRA) is a ticking time bomb!
Your 401K or IRA is a ticking tax time bomb that forces depletion of your retirement savings accounts!
Learn how to defuse it with a little-known Roth Conversion Strategy! This conversion will provide you with significantly more tax-free money in retirement.
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We will provide you with personalized, detailed reports that will you help you make informed and confident decisions about a Roth Conversion and its tax implications.
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When you meet with us, you will receive:
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A Tax Report that calculates your taxes as well as your effective tax rate.
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A No Roth Conversion Report that projects your future RMDs, and shows the adverse impacts of not doing a Roth conversion.
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A Roth Conversion Report showing an optimized conversion minimizing taxes, and the total financial benefit.
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Free Book and Shipping: "YOUR 401K (OR IRA) IS A TICKING TAX TIME BOMB" 120 page paperback book.
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FOUR ESSENTIAL RESOURCES - FREE!
You have probably heard numerous opinions as to whether you should do a Roth conversion or not.
There is a lot of confusion and misinformation out there about Roth conversions.
Does it make sense in your specific situation?
To help you navigate all this, we are offering a complementary analysis of your specific situation, whether you are looking to create more tax-free income in retirement and/or minimize the tax impact of money you pass on to your kids.
These four resources will give you insight into the benefits of a potential Roth conversion:
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ROTH CONVERSION REPORT
A Roth Conversion Report showing an optimized conversion minimizing taxes. It shows the transition of funds from IRA to Roth IRA, the taxes due each year, the account growth during the conversion, and the ending after-tax balance of the Roth IRA account each year.
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NO ROTH CONVERSION REPORT
A No Roth Conversion Report that projects your future RMDs, and the total after-tax benefit you’ll receive at all ages if you do NOT do a Roth conversion.
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TAX REPORT
A Tax Report calculates your taxes as well as your effective tax rate. Standard or other deductions, senior deductions, and the new bonus deduction for those over the age of 65 are also calculated.
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"YOUR 401k (or IRA) IS A TICKING TIME BOMB" Paperback book.
In this 120 page book, you will learn how you can avoid mandatory RMDs in retirement, avoid tax traps on social security and medicare, how to insulate you and your spouse against tax hikes, eliminate taxes earmarked for your children, and much more. An invaluable resource - FREE with your consultation.
Just want the book?
If you are not ready at this time for a consultation and the free personalized Roth and tax reports, you can order just the book - we will only charge for shipping!
Click the button below to be taken to the checkout page.
A professional review and invaluable insights.
There's no catch. No tricks. Our mission is to help educate and inform you about opportunities to keep more of your hard-earned retirement income. Schedule your free, no pressure consultation with David today, and gain invaluable insights and tools to maximize your retirement income and legacy!
Click to find a time and set up your free consulation:
What's in the book?
In this book, you will learn the Three Primary Factors that Adversely Affect Retirement Accounts as well as:
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How Taxes are Your Biggest Retirement Risk.
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Seven Tax Traps where Uncle Sam may Get Your Money if you Don’t Do a Roth Conversion.
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The Net Effect of these Tax Traps is a Forced Depletion of your Retirement Accounts.
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How to Avoid RMDs and other Taxes, and Protect against Rising Taxes.
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Who Should Do a Roth Conversion? What is the Best Vehicle to Use to Perform a Roth Conversion and What are its Advantages?
