TaxFreeYou

Is a good plan one that runs out at death? Or keeps paying no matter when?

Apply for a 30-minute Roth conversion analysis. We'll show you the math: your longevity probability, your income gap years, and the conversion schedule that closes them.

  • See your personalized survival probability based on age and health
  • Calculate your personal income gap — the years you'd outlive your money without a strategy
  • Get a year-by-year Roth conversion schedule that targets the red zone
  • Walk away with clarity — no obligation to proceed, just math
30-minute call
No obligation
Confidential

Apply for your analysis

Your information is protected and will only be used to schedule your consultation. We never sell or share your data.

What to expect on your call

  • 30-minute video consultation
  • Review of your current retirement situation
  • Personalized Roth conversion analysis
  • Clear next steps (no pressure to engage)

Who this is for

  • Pre-retirees with $500K+ in traditional retirement accounts (IRA / 401(k) / 403(b) / 457(b))
  • High earners worried about RMD-induced tax brackets
  • Anyone seeking expert guidance on Roth conversion timing and sizing

This consultation is educational. Any recommendations will be tailored to your specific situation after a thorough review with our team and your CPA. Roth conversions create taxable income in the conversion year — we will model that impact for you on the call.