Nation Power Session

Nation Power Session

Roth Conversions: Levels 101 to 301

Roth Conversions: 
Levels 101 to 301

Unlock the Secrets to 
Effective Roth Conversions 
Before Tax Season Hits!

Unlock the Secrets to Effective Roth Conversions Before Tax Season Hits!

Are you prepared to help your clients save thousands on their taxes?
With expert insights from Steven Jarvis, CPA, and special guest Micah Shilanski, CFP®, you'll learn how to level up your tax planning game just in time for the 2024 tax season.
Are you prepared to help your clients save thousands on their taxes?
With expert insights from Steven Jarvis, CPA, and special guest Micah Shilanski, CFP®, 
you'll learn how to level up your tax planning game just in time for the 2024 tax season.
Steven Jarvis, CPA
Retirement Tax Services CEO 
& Head CPA 
The Retirement Tax Podcast
OCTOBER 30, 2024
09:00 AM PST
Micah Shilanski, CFP®
The Perfect RIA Co-Founder
Shilanski & Associates, Inc.
Plan Your Federal Retirement

What You'll Learn From This Power Session?

 The real power behind Roth conversions and how to present them to clients.
 The step-by-step process from identifying opportunities to finalizing conversions.
 Handling challenges like IRMAA, after-tax basis, and market fluctuations.
 Strategies for communicating with CPAs and getting taxes paid without creating a mess.
 How to involve your team to streamline Roth conversions without burning hours.

This FREE Power Session is a must for financial advisors aiming to deliver massive value through smooth, accurate Roth conversions for 2024. 

What Others Are Saying About
Retirement Tax Services


"Huge fan of what you are doing. It's provided me so much value and insight on issues & topics which are vital to my practice yet often go overlooked by advisors."
- Ben S.

"I didn't even know a service like this existed, what RTS is doing is awesome!"
- Tad H.

"What I love about RTS is you're given very specific action items and things to take away and implement immediately."
- Jennifer J.

Who Should Join this Power Session?

 Advisors who ever wondered how to simplify Roth conversion explanations for clients.
 Advisors who want to learn practical methods for completing conversions in 2024.
 Advisors ready to stop tinkering with charts and start delivering real value.

Whether you're a seasoned pro or just starting with tax planning, this webinar is designed to give you practical, ready-to-implement steps that you can start on right away. Register now and take the first step toward mastering Roth conversions before tax season hits.

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