Roth Magic Tricks: How To Make Your Tax Bill Disappear
$0.99
Roth Magic Tricks: How To Make Your Tax Bill Disappear By Paul Mauro
Discover how to legally eliminate decades of tax liability with a strategic Roth IRA conversion plan. In Roth Magic Tricks, financial planning expert Paul Mauro reveals the 10 most powerful reasons to convert a traditional IRA to a Roth IRA, plus 7 ways to fund the conversion tax without liquidating your portfolio.
Learn why most retirement tax calculations tell only half the story, and how the "Family Tax Rate" across you and your heirs can silently exceed 50 to 75 percent when you factor in Required Minimum Distributions, IRMAA Medicare surcharges, trust income taxes, and beneficiary inheritance taxes.
This guide covers:
- The RMD ticking clock and how to stop it before it costs your family hundreds of thousands
- How to use HELOCs, reverse mortgages, portfolio loans, and charitable trusts to fund conversion taxes
- Why a $700,000 Roth IRA can put more money in your pocket than an $800,000 traditional IRA
- The hidden Medicare surcharge (IRMAA) that can cost a couple $200,000+ over retirement
- How to build a complete Roth conversion advisory team
Whether you are approaching retirement or already taking RMDs, this book gives you a practical framework for making one of the most high-leverage financial decisions of your lifetime.
Download for $0.99 at SmartFinancialLifestyle.com
By Paul Mauro
Discover how to legally eliminate decades of tax liability with a strategic Roth IRA conversion plan. In Roth Magic Tricks, financial planning expert Paul Mauro reveals the 10 most powerful reasons to convert a traditional IRA to a Roth IRA, plus 7 ways to fund the conversion tax without liquidating your portfolio.
Learn why most retirement tax calculations tell only half the story, and how the "Family Tax Rate" across you and your heirs can silently exceed 50 to 75 percent when you factor in Required Minimum Distributions, IRMAA Medicare surcharges, trust income taxes, and beneficiary inheritance taxes.
This guide covers:
- The RMD ticking clock and how to stop it before it costs your family hundreds of thousands
- How to use HELOCs, reverse mortgages, portfolio loans, and charitable trusts to fund conversion taxes
- Why a $700,000 Roth IRA can put more money in your pocket than an $800,000 traditional IRA
- The hidden Medicare surcharge (IRMAA) that can cost a couple $200,000+ over retirement
- How to build a complete Roth conversion advisory team
Whether you are approaching retirement or already taking RMDs, this book gives you a practical framework for making one of the most high-leverage financial decisions of your lifetime.
Download for $0.99 at SmartFinancialLifestyle.com