Question 1

Who is this masterclass for?

Accepted Answer

IRA owners with $750,000 or more in pre-tax retirement accounts (traditional IRA, 401(k), 403(b), TSP) who want to understand how to time a Roth conversion to minimize lifetime taxes. Primary audience is age 55-75.

Question 2

How long is the masterclass?

Accepted Answer

The training is 60 minutes of live teaching plus an expert Q&A session. No recordings — you need to attend live to benefit from the Q&A.

Question 3

What will I learn?

Accepted Answer

The #1 Roth conversion timing mistake, the four false paradigms that cost IRA Millionaires hundreds of thousands in avoidable taxes, how the Model Q® Roth Strategy coordinates your conversion with other Q tax strategies to offset the conversion tax, and real client case study numbers.

Question 4

Do I need to have already started a Roth conversion?

Accepted Answer

No. This training is designed for people considering a Roth conversion, people partway through one, and people who converted years ago and want to validate their strategy.

Question 5

Is there a cost?

Accepted Answer

No. The masterclass is free. No credit card required. Registration reserves your seat and gives you access to the live session link.