Maximize Your Tax-Free Retirement: The Power of Strategic Roth Conversions

The Roth Blueprint Masterclass — “Avoid the Ticking Tax Time Bomb”

Discover the secrets that lie within the OBBBA, the PPA, and the Secure Act that can potentially benefit you and your legacy.

Discover how to convert to a Roth IRA without paying more taxes, losing value, or guessing what’s right for you.

Discover why a surprisingly low percentage of retirees have embraced this advantageous retirement account option.

During our workshop, we will discuss a range of investment strategies and show you how to get the most out of your retirement savings, as well as the future taxation coming our way in 2026 and beyond.

As our world experiences a sudden surge in uncertainty, instability, and risk, our perspective on retirement planning also has to evolve and undergo a significant shift.

What you will learn:
- What you need to know about the OBBBA that effects retirees & offers a second chance
- The Difference between Qualified & Roth Accounts
- To Roth or Not to Roth - That IS the question that YOU need & get answered
- The 5 Chain Reactions set off from RMDs
- The Power of Zero
- How to Receive YOUR Strategic Roth Blueprint - YOUR math - YOUR difference

Why Attend:

You’ll finally understand how Roth really works — without the financial jargon.

You’ll know the exact steps to take (or avoid) before year-end.

You’ll gain peace of mind knowing your retirement tax strategy is optimized.

Who Should Attend:

✔️ Pre-retirees and retirees with $400,000+ in pre-tax retirement accounts
✔️ Anyone tired of watching their taxes rise faster than their investments
✔️ Those who want clarity, not confusion, about their financial future

Learn more at this group presentation, hosted by retirement distribution specialist, and Certified Financial Fiduciary®, Steve Charlton and CFP® & hedge fund manager, Jeff Kercorian.