Why Are Wealthy Americans Rushing To Roth Convert Their Retirement?
It’s true…you can Rescue Your Retirement from RMDs and Taxes.
Why Are Wealthy Americans Rushing To Roth Convert Their Retirement?
It’s true…you can Rescue Your Retirement from RMDs and Taxes.
No strings attached.
In order to see if you can qualify for a Roth Rescue, your licensed Roth Rescue Advisor needs to crunch your numbers in a way that nobody has done for you before.
Only 15 Minutes
Our process that only takes 15 minutes could have lifelong impact.
Peace of Mind.
No pressure to decide at the end, and you'll leave feeling confident.
Qualify For The Roth Rescue In 3 Easy Steps
Step 1
Your Licensed Roth Rescue Advisor will examine your current retirement accounts and determine (down to the penny) exactly how much you’re on track to earn from your investments (401K, IRA, TSP) and Social Security in retirement.
Step 2
Your Licensed Roth Rescue Advisor will plug your numbers into our proprietary Roth Rescue Retirement App that compares your current outlook to what your retirement would look like with a Roth Rescue. The goal is to plainly see which option is best for your retirement goals.
Step 3
After analyzing the thousands of different investment vehicles available to you through a Roth Rescue, your Licensed Roth Rescue Advisor will work with you to determine the 1-3 best high-performing account options that significantly outperform your existing retirement accounts. From there, we’ll help you get approved for this IRS-Approved strategy and set up your Roth Rescue Account.
Customer Testimonials
I was so tired of paying more than my fair share, and now I have a significant amount of tax-free wealth because of the Roth Rescue team.
Jacob E.
Now I never have to worry about RMDs again. Peace of mind!
John K.
We converted our at-risk retirement assets into a tax-free Roth and the company paid our taxes! We would definitely recommend Roth Rescue.
John and Dianne P.
They were able to eliminate my taxes when I wanted to convert my existing retirement accounts to a tax-free Roth!
Steve P.
Frequently Asked Questions
How does a Roth Rescue compare to a Roth Conversion?
- With Roth Conversions, you’ve got to pay your taxes upfront, and most people don’t want to do that (even if they think taxes will be higher in the future – it’s a hard pill to swallow).
- The biggest difference between a Roth Conversion and the Roth Rescue is that you often don’t have to pay your taxes up front (we get company bonuses that often completely cover your tax liability).
- You get access to exclusive investment strategies normally reserved for only the wealthiest families in America.
- You don’t pay taxes on growth or principle. Ever. (This is 100% legal if your Roth Rescue Account is set up correctly and structured according to current IRS tax code).
What’s the catch?
- Well, there are actually two…
- The First Catch – Tax rates are going up in 2026, so you have a limited time to take advantage of the Roth Rescue strategy.
- The Second Catch – The Roth Rescue strategy works best if you have $250k or more in retirement assets saved.
Why do I need to speak with a Licensed Roth Rescue Advisor?
- Not every financial advisor can be a Licensed Roth Rescue advisor because the type of license required is typically different from your average financial advisor. This allows your Licensed Roth Rescue Advisor to work directly with Pension Managers at A-Rated Pension Companies.
- To get you fully qualified and provide a customized and personalized Roth Rescue, your Licensed Roth Rescue Advisor will need 5-15 minutes so they can determine if a Roth Rescue is suitable for you.
Who are Roth Rescue strategies provided by?
- Pension Companies with exclusive access to the best investors in the world and many of the best economists in the world
Who is a Roth Rescue for?
- Do you think that tax rates might be higher in the future?
- Or are you someone who just doesn’t want to worry about future tax rates?
- Have you accumulated savings in a tax-deferred account like a 401(k) or an IRA?
- Are you a high (or higher) net worth person?
- Are you worried about Required Minimum Distributions (RMDs)?
- Are you worried about stock market volatility?
- Do you not want to not pay out of pocket to cover their taxes
- Then the Roth Rescue might be right for you.
Do You Qualify For A Roth Rescue?
By pre-qualifying, you are not committing to anything. This form simply provides our Licensed Roth Rescue Advisors the information they need to diagnose your retirement outlook and provide the best solution for you to access the maximum amount of earnings.
