Unlock the Secrets toTax-Free Retirement Income
Date
September 17, 2026
Time
12:00 PM EST · 60 min
Presented By
Presented By Jeff Juniper
Retirement Specialist · 20+ Years Experience
Join this complimentary 60-minute online session to learn Roth conversion strategies that may help lower your lifetime tax bill and create a more tax-efficient retirement—presented by a Certified Roth Conversion Expert.
Reserve Your Complimentary Seat
Enter your details below — replay included for registered attendees.
Our Goal is to Help You
- Convert to a Roth with no out-of-pocket cost
- Avoid jumping into a higher tax bracket
- No risk to your principal
No Obligation · 100% Free · Replay Included
Join hundreds of retirees who have attended this educational session
Your Presenter
Jeff Juniper
Retirement Specialist · 20+ Years Experience
Jeff specializes in Roth conversion strategies and has guided hundreds of clients through tax-efficient IRA-to-Roth transitions. He focuses on helping clients design custom plans that minimize lifetime tax burdens and maximize tax-free retirement assets.
- Licensed
- Financial Professional
- Securities and Insurance Licensed
- 20+ Years
- Industry Experience
- Specializing in Retirement Planning
- Nationwide
- Coverage Area
- Serving All 50 States
- 1,000+
- Clients Served
- Proven Track Record
Curriculum
What You'll Learn in This Webinar
The Optimal Timing for Roth Conversions
Learn exactly when to execute conversions for maximum tax savings, and how market conditions affect your strategy.
How Much to Convert Each Year
Discover the sweet-spot conversion amounts that minimize taxes while maximizing your tax-free Roth balance.
5 Common Roth Conversion Mistakes
Avoid costly errors that can trigger unnecessary taxes or penalties in your retirement plan.
Tax Bracket Management Strategies
Master the art of staying in lower tax brackets during retirement through smart conversion planning.
Plus: a live Q&A session — get your questions answered
Client Stories
What Our Webinar Attendees Say
“The Roth conversion strategy saved me over $40,000 in taxes. The explanations are clear and easy to understand — I never felt pressured to buy anything.”
“We attended Jeff's webinar last year and implemented his advice. Our Roth conversion plan is now far more tax-efficient thanks to his guidance.”
“Finally, a financial advisor who explains complex strategies in plain English. The Roth conversion timing advice was exactly what I needed.”
Important Disclaimer:
This webinar is for educational purposes only and does not constitute financial, tax, or legal advice. Roth Gameplan is not a registered investment advisor, broker-dealer, or tax professional. Attendees should consult with their own licensed financial, legal, or tax professional before making any financial decisions.
© 2026 Roth Gameplan. All rights reserved.