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Our wealth of tax and retirement solutions can help you create a comprehensive strategy that meets your needs and exceeds your expectations.

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Comprehensive Roth IRA Conversion Planning

If you have over $1 million in your tax deferred IRA or 401(k) account, then there are certain questions that need to be answered, that could be worth several millions of dollars:

  1. What is my plan with my taxable IRA/401(k) account?

  2. How exactly could I benefit from a Roth IRA conversion?

  3. How much will it cost me to do a Roth IRA conversion?

  4. Are there legal tax deductions and strategies that I can use to reduce my tax liability on lump sum Roth IRA conversions?

  5. If I don't do a Roth IRA conversion, what are the consequences?

  6. What will my lifetime tax liability be if I don't do a Roth IRA conversion? 

  7. How much will my Net Worth be impacted by paying taxes on a lifetime of Required Minimum IRA Distributions?

  8. How much of my Social Security Benefits will be taxed because I didn't do a Roth IRA conversions, and what is the lifetime impact of those lost benefits?

  9. What will my lifetime higher Medicare Part B and D premium costs be if I don't do a Roth IRA conversion? 

  10. Am I inadvertently subjecting myself to a lifetime of higher Capital Gain taxes and Net Investment Income tax by not doing a Roth conversion?

Get a personalized Roth IRA Conversion Plan

To answer the above questions, you need to get expert advice that is personalized to your unique situation and only then can you make a more informed decision.

Click on the Sections to learn more about the benefits of Supercharged Roth IRA Conversions

Reduce Roth IRA Conversion
Taxes

Supercharged Roth Conversion Tools can save you hundreds of thousands in taxes on lump sum conversions.

Lifetime Tax Savings

Roth IRA accounts can grow tax free over time, with no Required Minimum Distributions, saving you throughout retirement

 

Increase Net Worth

Save taxes on your conversion + save taxes throughout retirement = Increased Net Worth

Avoid Medicare Part B/D Penalties

Roth IRA accounts can grow tax free over time, with no Required Minimum Distributions, saving you throughout retirement

Learn More

Lower Capital Gains Tax

Don't get stuck paying the Net Investment Income tax for the rest of you life

ROTH IRA CONVERSIONS

We pioneered the Supercharged Roth IRA conversion strategy to save retirees millions.

Frequently Asked Questions

Get answers to the most commonly asked Supercharged Questions

Advanced Planning Tools

Now that you've saved money on your Roth Conversion, look at what else you can do

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