The Ultimate Roth Conversion Biz Builder
featuring Ed Slott, named The Best Source for IRA Advice
by The Wall Street Journal. GET STARTED NOW >>
Taxes are rising. That spells Opportunity!
The Roth Conversion Opportunity is Real. Be prepared.
Rising taxes are a serious threat to retirees and there are very few tax planning strategies left that can move the needle long-term like a Roth Conversion.
We've got the training and toolbox to accelerate your business growth.
Education + Prospecting + Analytics = Unstoppable. Here is how we put you in front of the exploding Roth Conversion opportunity:
THIS IS THE ULTIMATE ROTH CONVERSION BIZ BUILDER. GET STARTED NOW!
HOST ED SLOTT
Ed Slott, CPA, America’s IRA Expert, is a nationally recognized speaker, television personality, and best-selling author known for his unparalleled ability to turn advanced tax strategies into understandable, actionable, and entertaining advice.
Named The Best Source for IRA Advice by The Wall Street Journal, he is the go-to resource for media, regularly providing insight on breaking news affecting retirement and tax planning laws and strategies.
ADDITIONAL WEBINARS, PODCASTS, DOWNLOADS
THE ULTIMATE ROTH CONVERSION
Guest speaker Ed Slott July 2021
Rising taxes are a serious threat to retirees and there are few tax planning strategies that can move the needle long-term like a Roth Conversion …WATCH NOW >>
GOING BEYOND ANNUITIES, OTHER VALUABLE RETIREMENT CONSIDERATIONS
Guest speaker Tom Hegna June 2021
Covering everything from retirement income and taxes to life insurance, healthcare, and more. Tom shares his best advice so you too can become …
LISTEN NOW >>
FIA & RILA INDICES: THE GOOD, THE BAD, AND THE UGLY
Guest speaker Laurence Black August 2021
Laurence Black, of The Index Standard, highlights how his organization provides advisor-related unbiased index ratings, forecasts and breaks down …
LISTEN NOW >>