Roth Conversions Done Right:

How To Maximize Your Money

By Garrett Imeson, CFP®


🔥 In this 30-minute webinar, you’ll learn:


✅ Whether a Roth conversion actually makes sense for you
(Hint: You only need 2–3 key factors to unlock major value)

✅ Smart opportunities to convert
Learn how down markets, low-income years, and retirement gaps create windows of opportunity


✅ How I use planning software to analyze and model potential Roth conversion strategies
See how tax strategy modeling can unlock savings in federal income tax

✅ What to expect from a one-time Roth analysis, and how it can work with your current advisor
(Yes, you can keep your advisor and still get the benefits)






Background image

🧠 Who Should Watch This Webinar?

You have over $250,000 in IRAs or 401(k)s

You’re within 5–10 years of retirement, or retired within the last 5-10 years

You want to reduce RMDs, avoid IRMAA surcharges, or pass more tax advantaged assets to heirs

You’re unsure if now is the right time to convert, or if a conversion benefits your situation

🎯 By the end, you’ll know:


If you’re a strong candidate for Roth conversions


How to measure whether the strategy saves you money


What steps to take if you’re ready to optimize your plan

🎁 FREE BONUS: 33% off your Roth conversion analysis


When you watch the webinar, you’ll receive access to a limited-time discounted rate for a one-time Roth conversion analysis.