Q3 Advisors

Traditional tactics to convert from an IRA to a Roth are lacking because they rely on paradigms and opinions - not a full quantitative analysis. Over the last fifteen years of specializing in Roth conversions weve learned a lot. The greatest rewards come to IRA savers when they convert at a higher tax bracket and faster than they would normally consider. When a client is a good candidate for Roth conversions, the tax avoidance can easily exceed $1 million, and theyll actually see a huge savings in total Medicare premiums over their lifetime. Weve developed proprietary software to assist in the evaluation, and have a staff of specially skilled Certified Financial Planners who understand how to apply the principles weve discovered. We do not sell any financial products, nor do we manage client portfolios. We are expanding our services by supporting CPAs and RIAs to lead their clients to making optimal Roth conversion and retirement planning decisions. Our team does the heav...