In this workshop, you'll learn:
- How to convert your IRA, 401(k), or 403(b) to a Roth — with taxes paid and principal protected
- Why the 2026 tax hike won't be enough to cover government spending — and what that means for your bracket
- The progressive tax system explained — and how converting now could eliminate retirement income taxes
- A real client's before & after tax estimate — from $25,802/year down to $111
- How to dictate to the IRS what you pay — rather than them dictating to you
No RMDs. No forced withdrawals at 73.
Tax-free growth. For you and your heirs.
You decide how much to convert each year — if any at all.
Your Presenters:
Troy Daniels
Retirement Planning Specialist
James McClelland
Retirement Planning Specialist
No jargon. No pitch. Just straight answers about your retirement.