An incorrect conversion can cost you and/or your heirs 10's if not 100's of thousands of dollars!
You Would Never Climb Mount Everest Without a Sherpa to Guide You
Don't Face Roth Conversions Without a Roth Sherpa™
You don’t need a pitch. You need clarity.
Roth IRA conversions aren’t simple. Between taxes, IRMAA, RMDs, and long-term projections, it’s easy to feel overwhelmed or to avoid the topic altogether.
What You Get Working With A Roth Sherpa™
We’ll walk through whether a Roth conversion makes sense and if so, how much and when
No jargon. No pressure. Just straightforward guidance so you can make informed decisions
Our goal isn’t to sell you something, it’s to help you make informed decisions you won’t regret later
Why It Matters
Because Getting It Wrong Can Cost You
Most people either do nothing… or convert too much, too fast. Both can lead to higher taxes, surprise Medicare premiums, and a less efficient retirement plan.
Roth Sherpa™ helps you avoid the common traps and shows you a better path forward.
No pressure. No upsell. Just straightforward answers from someone who knows the trail.
Not sure where to start?
Try running your own Roth Conversion numbers. It’s free, takes just a few minutes, and helps you see where you stand. Or if you’ve already started converting? Let’s make sure you’re on the right path.