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Mastering Roth Conversions

$297 one-time

Built for retirees, by specialists

The wrong RMD timing can trigger tax and Medicare surprises for years. David Brooks teaches how Roth conversions, timing, and Social Security taxation all fit together.

  • See how Roth conversions can eliminate forced distributions and future tax surprises

  • Learn how the wrong RMD timing can quietly trigger IRMAA Medicare premium surcharges

  • Understand how conversion timing interacts with Social Security taxation and legacy planning

  • Instructor-led lessons from David Brooks, with real scenario walk-throughs

👥 Join other retirees already building their plan with TRI

Order Details

Mastering Roth Conversions

$297.00 (one-time)

Due Today

$297.00

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If you aren't happy with your purchase, email [email protected] within 30 days of your purchase date and we'll issue a full refund.

CUSTOMER RATING AND REVIEWS

Truly inspiring... this book will prepare any woman to believe that a great retirement is within her grasp.

Sarah Jenkins, Retired Teacher

This course is anything but conventional, and I couldn't put it down. These personal stories shed light.

Ann Anderson, Retired

Educational Content Disclaimer: All content provided by The Retirement Institute, including on this website, in our courses, and from our instructors, is for informational and educational purposes only. The Retirement Institute is not a registered investment advisor, broker-dealer, or financial services firm, and does not operate as a financial fiduciary.

The information presented is not intended as, and should not be construed as, personalized financial, investment, legal, or tax advice. Any strategies, examples, or case studies are for illustrative purposes only. We make no guarantees as to the accuracy, suitability, or completeness of any information, nor do we guarantee any specific outcome or financial result. You should consult with a qualified and licensed professional, such as a financial advisor, CPA, or attorney, who can evaluate your individual circumstances before making any financial decisions based on the content you consume.