We are Roth IRA Conversion Specialists
Our commitment is to design objective, unbiased, and timely Roth IRA Conversion plans with the highest level of integrity and service.
Supercharged Roth IRA, LLC offers clients an objective approach to reducing taxes on multi million dollar Roth IRA conversions.
Every client’s tax situation is different, and we work with a network of licensed tax advisors, enrolled agents, and tax professionals to design solutions that save you money.
Our Team
DAVE ANTHONY
President
Dave Anthony has been in the financial industry for over 25 years, working at several of Wall Street's largest firms before founding Supercharged Roth IRA, LLC. David also owns Optimal Tax, LLC—an independent tax planning firm, that provide unique and integrated tax management solutions for his clients. Through the years, Dave has helped thousands of individuals create successful Roth Conversion and tax plans that match their unique needs (full bio)
Meet Dave (phone or in-person): Schedule Introductory Meeting
Call: (435)657-2436
Email: dave@SuperchargedRothIRA.com
Independent. Committed.
The integration of taxes, investments, Social Security, insurance, pensions, qualified and non-qualified plans, and retirement income needs is busy and complex. Through our interview and data collection process, we can help you determine your short and long term tax objectives and prepare a Roth Conversion plan that is unique and specific to your individual situation.