Whether you're a client or an advisor this is game changing!
Calculate Options to Pay the Taxes Without Coming Out of Pocket
Compare fixed portfolio vs. a market-based portfolio in comparison
Estimate future tax increases and savings
Preserve your original principal while converting
Stop guessing your way through retirement. The Roth Roadmap gives you clarity, control, and confidence by showing you exactly how to reduce taxes, protect your income, and make every dollar count — without taking unnecessary risks or dipping into your savings.
Generic Social Security Seminars
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Same Offer As Everyone Else
Overused, Annuity Presentations
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Interested IRA Millionaires
High Opt-In Rates
Fresh Seminar People Want To Attend
Simple, Proven Process
Funny, engaging digital ads
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Most Importantly, Make A Difference
"As soon as I saw this I knew we had to act to help as
many people as possible. The response has been overwhelming."
"I just changed my bloodline. Our family legacy will not be eroded by taxes thanks to Roth Roadmap."
4.9/5 star reviews
Full access to the Roth Roadmap software
Unlimited support and strategy guidance
Lifetime access — no ongoing fees
Bonus: Use our high-converting seminar system*
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