Now is The Time to Explore Roth Conversions
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Dear Uncle Sam, I'm Sorry...
you won't get as much money from me anymore...
It's time to find out if a Roth conversion strategy makes sense for you.
Here's what to do now:
1
Unlock the Guide
Enter your email address to unlock The Most Useful Guide to Roth Conversions PDF file.
3
Read the Guide
It won't take you long. Plus, you'll find your special bonus content inside. I don't want to spoil it for you...
5
Keep Uncle Sam Unhappy
Equipped with the guide and calculator, you'll be well on your way to keeping more tax money in your pockets. Sorry, not sorry, Uncle.
2
Check Your Email
You'll receive an email from us with a link to the PDF guide.
4
BONUS!
I'm sorry I just can't help it! By downloading the guide, I'll also grant you FREE access to my fantastic Roth conversion calculator.
Garrett Imeson, CFP®
Garrett Imeson is a qualified financial advisor with over 15 years of experience guiding high-income professionals through the challenges of retirement and tax planning. Renowned for his empathetic approach and talent for making complex decisions feel simple, Garrett has helped hundreds of clients achieve confidence in their financial futures. As a passionate advocate for Roth assets, he is dedicated to ensuring his clients keep more of their hard-earned wealth in their pockets.
The Top 3 Reasons For Roth Conversions
What People Are Saying
"I thoroughly appreciated the time with Garrett discussing options for Roth conversions. He clearly understood the process and listened very well to my / our concerns and hopes. It was very helpful being able to discuss our retirement situation with such a kind and knowledgeable man. He will remain - in some capacity - a part of our ongoing planning and execution of that plan." Larry B. (1)
"What truly sets Garrett apart is his responsiveness and genuine care for his clients. He takes the time to understand individual needs and provides tailored solutions. I feel confident and secure knowing my financial future is in his capable hands." - Dorothy M. (2)
"We weren't really looking for a financial advisor at the time, but he seemed like a great guy personally, so we decided to value him with our financial future. And that decision has worked out extremely well for us. We deeply feel that beginning our financial relationship with Garrett all of those years ago was certainly the right decision." - Patrick D. (3)
"I appreciate Garrett for his business and market skills. But I also value him as a man who has good family values. He has been a wonderful advisor. Trust is earned. Garrett has earned mine. I recommend him to you highly." - Betty L. (4)
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Garrett Imeson is a registered representative with, and securities and advisory services offered through, LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. LPL Financial and Imeson Wealth Partners are separate entities. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. CA Insurance License Number 0G82492
Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA.
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
1. This statement is a testimonial by a client of the financial professional as of 02/26/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
2. This statement is a testimonial by a client of the financial professional as of 02/17/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
3. This statement is a testimonial by a client of the financial professional as of 02/17/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
4. This statement is a testimonial by a client of the financial professional as of 02/17/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.