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If you’ve saved $1M+ for retirement, you may be holding on to advice that’s quietly costing you a fortune. In fact, many give away $1M+ in retirement taxes simply because they fall for common myths like: • “I’ll wait until RMDs.” • “Taxes will be lower in retirement.” • “My advisor already handles this.” • “I’ll just convert to the top of my bracket.” These may sound smart — but they often backfire. Join us Tuesday at 2pm ET for a free live class with Craig Wear, CFP®, where he’ll expose the 9 most expensive Roth conversion mistakes we see every day. You’ll see: ✅ A real case study where inaction nearly led to $2.3M in taxes ✅ Why “bracket management” and “waiting it out” are dangerous traps ✅ 5 proven strategies for legally escaping $1M+ in IRA taxes ✅ The Rothology™ process that’s helped 1,400+ families protect $6.7B from the IRS If you’ve saved $1M+ in retirement accounts, you can’t afford to miss this. 👉 Register now to secure your seat.

When Congress passed the One Big Beautiful Bill, most people focused on the headlines, new deductions, expanded credits, all the usual noise. But if you have a large IRA, this law quietly created the most powerful Roth conversion window we’ve seen in years, maybe ever. Most retirees will focus on trying to “stay under the deduction threshold.” But in our experience working with over 2,200 families, that kind of thinking leads to a much bigger mistake: 👉 Saving $3,000 today… while setting yourself up to pay $300,000 in future taxes. In this webinar, I’ll break down exactly what changed, and the 5 strategic moves to consider before this window closes in 2029. This isn’t theory. It’s the same Rothology™ framework that’s helped our clients eliminate over $9 billion in projected tax exposure. Join me live on Tuesday at 2pm Eastern and I’ll walk you through it.

🚨 We’re going live this Tuesday at 2pm ET. After working with over a thousand IRA millionaires on Roth conversion strategies, we’ve seen one pattern again and again: Many are overpaying—by hundreds of thousands—because they’ve been given the wrong advice. While most CPAs and advisors focus on minimizing taxes this year, wealthy retirees think in decades. In this free webinar, we’ll walk through: ✅ 5 smart ways to pay Roth conversion taxes—without derailing retirement ✅ Why paying taxes from your IRA isn’t always a bad move ✅ The Medicare trap that can send premiums skyrocketing—and how to sidestep it ✅ A real case study where one couple saved $1.5 million in lifetime taxes We’ll also share what we’d do today if we had $1M+ in pre-tax assets. This isn’t theory. It’s the exact process we use every day with clients managing seven- and eight-figure portfolios. If you’ve been wondering how to convert wisely and pay the taxes without regrets, this is your roadmap. 🗓️ Join us live Tuesday at 2pm ET. Register now to learn how IRA millionaires are getting it right.

Congress passed the OBBB tax bill — and the headlines sound great: New $6,000 senior deduction ($12,000 for couples) $40,000 SALT exemption Extended standard deductions For many retirees, those are worth celebrating. But for IRA millionaires? They're a distraction. Here's why: Those "gifts" might save you a few thousand dollars… but they pale in comparison to the $300K… $500K… even $1M+ in potential lifetime tax savings you could secure with the right Roth conversion strategy under this new law. The problem? Most people will fixate on deductions and miss the once-in-a-decade window to reduce or eliminate their RMD tax bomb, cut Medicare premiums, and protect their heirs from steep inherited IRA taxes. I've spent 15+ years specializing in Roth conversions for IRA millionaires — without selling products or managing assets — and have helped clients avoid over $4 billion in projected taxes. In this exclusive on-demand webinar, I reveal: ✅ The trap this new law sets for high-balance IRA owners ✅ How to use the short-term Roth conversion window to lock in big savings ✅ A real-world case study that turned "small" deductions into millions in lifetime tax avoidance If your IRA is $1M+, you need to hear this. Watch instantly — Available now for immediate viewing.

Are you doing any of these? If so, you may be making a HUGE mistake with your Roth conversion strategy. Do you stop conversions at the peak of your tax bracket? Are you holding back due to Medicare income thresholds? Waiting to retire before you start conversions? Avoiding conversions to dodge the tax hit now? 🌟 Don't Miss Our Free, Live Event! 🌟 Discover the #1 MISTAKE most people make with their Roths and how to avoid it with one simple step—absolutely free! No sales, no gimmicks. Just pure value.

Your biggest tax opportunity isn’t in retirement, it’s right now. With the likely extension of the TCJA, IRA Millionaires have a limited window to lock in today’s low tax rates. Roth Conversion Reset reveals: ✔ The #1 mistake to avoid ✔ How to maximize tax-free growth ✔ The RMD trap that could double your tax bill ✔ Pro tips for integrating giving & investing Get your copy now for just $3.95 and make the most of this rare tax window.