The Rich Man’s Roth

Do you have 401(k)s or IRAs?

Do you think taxes will be higher or lower in the future?

Be prepared, NOT surprised!

Nearly ALL retirement vehicles generate a TAX BILL!

The Rich Man’s Roth is a very unique program to help you maximize both your Retirement Planning and ESTATE PLANNING. It can also give you added protection toward the Long-Term Care Nightmare! It follows long-standing practices of many CPAs and Tax Professionals in creating a tax-free opportunity for your Qualified monies (such as 401(k)s and IRAs) while adding a number of additional benefits. One of those additional benefits is we typically spread out the conversion from your Qualified Accounts to your new plan over as many as ten years. This means you are not paying all of your taxes in one year. This can make a BIG difference!

The Rich Man’s Roth might just be the answer. Mimic the Rich & Famous and see if you can maximize your IRA or 401k and minimize your taxes.