Roth Blueprint

Discover how the Roth Blueprint can help you build a more tax-efficient retirement. This workshop explores what extended tax cuts could mean for your IRA, why Roth conversions may be a priority, and the six hidden drawbacks within traditional IRAs. You’ll also learn how required minimum distributions (RMDs) could raise your future tax rate, how “double compounding” may cost you more than $500,000, strategies for minimizing IRMAA surcharges, and ways to convert to a Roth without unnecessarily reducing your retirement savings or moving into a higher tax bracket.