Paramount Financial Group, LLC

08/25/2026

If you have $200,000 or more in a traditional IRA, you may be sitting on a tax bill you don't even know about yet.

Required Minimum Distributions kick in at age 73 — whether you need the money or not. And every RMD is taxed as ordinary income, potentially pushing you into a higher bracket and increasing your Medicare premiums.

Our clients have saved $30,000 to $100,000+ in lifetime taxes through strategic Roth conversions — before those RMDs hit.

The window to act is open right now. But it won't stay that way.

📊 Use our free Roth Calculator to see your personal tax savings estimate:
paramountfgllc.com/roth-funnel

Then book a free 30-minute consultation with William Wolfson to build your conversion strategy.

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See your tax savings estimate

08/11/2026

Most people spend decades building their IRA — and never stop to ask: how much of it will the IRS take in retirement?

Here's the reality: every dollar in a traditional IRA is pre-tax. When you start taking withdrawals, you'll owe ordinary income tax on every single one. For a $500K IRA, that could mean $100K+ going straight to the government.

A Roth conversion changes that equation entirely. Pay the taxes now — often at a lower rate — and your money grows tax-free for the rest of your life.

We built a free Roth Calculator specifically for pre-retirees with $200K–$1M+ in a traditional IRA. Run your numbers and see exactly how much you could save.

👉 Try it free: paramountfgllc.com/roth-funnel

No obligation. No sales pitch. Just your numbers.

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Run your free Roth calculation

08/04/2026

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06/28/2023

https://www.cnbc.com/2023/06/28/millionaire-shares-the-no-1-number-to-calculate-if-you-want-to-be-rich-very-people-know-it.html

Want to be rich? Get to know your expenses, from big things like rent and groceries to little things like how much you tip or spend on gifts. Self-made millionaire Domonique Broadway shares the No. 1 number you need to calculate if you want to build wealth.

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