Precision Roth Conversion Information

We do not manage assets or sell insurance, but we do help families save hundreds of thousands on their lifetime tax liability. Complimentary assessments/2nd opinions are available. With Roth planning and rightsizing, choose wisely so you do not overpay the IRS. Future projections analysis with software operated by someone with tax experience and expertise can make a big difference. Are you factoring in future "stealth" taxes? Remember, conversions are not reversible and mistakes will cause significant tax overpayments. You need to be thinking 10 moves ahead to take advantage of the arbitrage opportunities. I held the CPA 10+ years through Feb ‘22: license #113211 https://search.dca.ca.gov/results. CFP® 10 years: 186006 https://www.cfp.net/verify-a-cfp-professional. We partner with Financial Advisors, CPAs, Attorneys, Mortgage Lenders, TPAs, Bankers, etc. to supplement their expertise and help minimize lifetime taxes through careful, customized analysis of Roth Conversions, Backdoor Roth (and Mega Backdoor), Roth for minors, Traditional 401k/IRA vs. Roth 401k/IRA, and Retirement Distributions Planning for a client's specific situation and projected financial future. I have educated over a thousand clients on how to save millions in lifetime taxes, and I noticed that almost every new client needed adjustments to their Roth approach. These adjustments typically created six to seven figure increases in their future estimated net worth. Key questions covered, specific to your family's unique financial future and current situation: • Should you start a (Mega) Backdoor Roth? • Should you switch contributions from a Traditional 401k/IRA to a Roth 401k/IRA or vice versa? • Should you do a Roth Conversion, and if so, during what years, and how much in each specific year? • Have all children over the age of 13 started Roth IRA contributions, and if not, why? • How should I structure my distributions in retirement to minimize taxes? We have the answers.