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Ready to Divorce The IRS From Your Retirement?

See how doing a Roth Conversion can help you save on TAXES!

Take 30 seconds to qualify for this strategy below ⤵️

1. How soon are you looking to retire?

I am already retired

In less than 5 years

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2. Can you give us a rough estimate of how much you have saved for retirement?

100k - 500k

500k - 1M

1M - 2M

Greater than 2M

3. What type of retirement plans are you investing in now?

4. Do you have a strategy in place to minimize taxes on your Social Security benefits?

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5. Are you aware of the potential impact of future tax rate increases on your retirement income?

YES

NO

6. Have you consulted with a tax professional about integrating Roth strategies into your retirement plan?

YES

NO

7. What Is Your Age?

*Numbers Only

8. What state do you live in?

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The “Roth Conversion Safety Net” strategy many smart retirees are using now

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