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Before our call, watch this quick video and read below.👇
You’re making decisions that impact your retirement taxes for decades.Â
So it’s normal to research us, our firm, and Roth conversions in general.
Instead of leaving you to piece things together from Google or Reddit, we’d rather guide your research so you show up confident and prepared.
Below, you’ll find the most frequently asked questions we answer for people before their call.
These short videos and resources will give you clarity, eliminate confusion, and help you get the most out of your consultation.
FAQ #1 - Who Are We?
We’ve been in business for nearly a decade, backed by our 42 years of experience and more than 15 years focused specifically on Roth conversions. You can verify us anytime through FINRA’s BrokerCheck, the SEC, and the many client testimonials we publish openly on our website.
FAQ #2 - Who We Work With
We’ve built Roth conversion strategies for CPAs, tax attorneys, engineers, financial advisors, and thousands of everyday retirees who want expert guidance. We’re also the specialist backend for advisory firms managing hundreds of millions because they trust our process and send their clients directly to us.
FAQ #3 - Our Pricing, Why We Charge What We Charge
We don’t sell products or earn commissions. Our fee reflects the depth of strategy, proprietary software, and multiple CFPs who review every case to ensure precision. Cheaper options exist, but they’re typically sales-driven or limited by basic software, and they often leave taxpayers with avoidable mistakes that cost them millions.
FAQ #5 - Our Refund Policy Explained
We offer a written refund offer: if we can’t demonstrate at least $500,000 in tax savings, we refund your full fee. Refunds are rare, but when new information or a misunderstanding prevents us from hitting that benchmark, we issue them promptly.
FAQ #6 - How Long Does It Take To Get Tax Savings
Most clients see meaningful traction within 30–45 days, beginning with a full Rothology analysis that shows exactly what works and what doesn’t. Your case moves through multiple CFPs for data review, strategy design, and refinement before we deliver your personalized “escape plan.”
FAQ #7 - When Does The Rothology™ Method Fail?
The only times our process doesn’t produce great outcomes are when someone doesn’t follow the steps, withholds key information, or stays locked into old paradigms that prevent them from acting. When clients stay open and follow the Rothology system, we consistently guide them to the best strategy available for their situation.
FAQ #8 - Is It Worth "The Risk"?
]These are the questions we hear most before someone decides to move forward. If you still have doubts after watching, a conversation with one of our CFPs will clear them up fast. We've seen every scenario, and if there's a better outcome available for your situation, we'll find it.
Want Even More Content?
If you want even more helpful content, feel free to visit our YouTube channel, where we post new videos every week.
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