Who is this masterclass for?

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.

How long is the masterclass?

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.

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.

Do I need to have already started a Roth conversion?

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.

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

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Free Live Masterclass · For IRA owners with $750K+ in pre-tax retirement accounts

🎯 FREE LIVE MASTERCLASS · IRA MILLIONAIRES ONLY

For IRA Millionaires: The #1 Roth Conversion Timing Mistake That's Costing Retirees $500,000+ in Lifetime Taxes

Because 49% of healthy 55-year-olds live past 92 — and the wrong conversion timing could leave you paying $500K+ in avoidable taxes or running out of money in year 30. The Model Q® Roth Strategy solves both.

⏰60-Minute Live Training + Expert Q&A

$500M+

Tax Savings Facilitated

3,800+

Clients Served

99.9%

Success Rate

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

Step 1 of 2: Enter Your Information

Reserve Your Free Seat

Instant confirmation — no credit card required

Watch: Quick Overview of What You'll Learn

A quick preview of what you will learn

What You'll Discover in This Training

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The $500K Tax Savings Blueprint

How high-income earners are legally slashing their lifetime tax bills through strategic Roth conversions

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Tax-Free Growth Strategy

Transform your traditional IRA into a tax-free growth machine that compounds without the IRS taking a cut

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RMD Elimination Method

Eliminate Required Minimum Distributions and maintain full control of your retirement timeline

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The 3-Year Conversion Window

Why 2024-2026 offers a once-in-a-generation opportunity before tax rates potentially increase

Meet Your Expert Presenters

Learn from the team behind the Model Q® strategy

LEAD PRESENTER

Kevin Brunner

President & CEO

Forbes Featured Advisor (2015)

20+ years in financial services. Author of the Model Q Strategy™ white paper. Host of Smart Money Hour radio show.

Trevor LaParl

COO

Director of Strategy

Dynamic professional serving as COO for Q-Financial. Committed to helping asset owners become aware of the benefits of the IST process.

Christian Ramsey, AIF®

Accredited Investment Fiduciary

20+ Years Licensed Advisor

Best-selling author with deep expertise in tax-deferral strategies. Walks you through real case studies showing exactly how the numbers work.

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Our No-Pitch Guarantee

This is a 100% educational masterclass. We'll share actionable strategies you can implement immediately. No high-pressure sales tactics. Just proven tax-saving techniques you can use right away.

Don't Let This Tax-Saving Opportunity Pass You By

Learn how the Model Q® strategy can help you. Secure your spot today.

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