11/13/2025
Everyone’s Income Level Is Not The Same Neither Is The Tax Liability !
END THE PERMANENT TAX LIEN BY THE IRS !
There is a difference in “Tax Delay and Tax Avoidance”. When done correctly you will save more in taxes from a Roth Conversion than you saved while contributing to your company retirement plan over your whole career ! (Enormous benefit for large IRA balances)
The solution is using legal means a Roth Conversion. You and your heirs can end the permanent tax lien under 26 U.S. Code 408A Roth IRAs Section 7701(a) (37)
Roth Conversions Assumptions and Misinformation
1. If your tax bracket is anticipated to be lower in the future, you shouldn’t convert.
2. Never convert from an IRA if doing so it will place you in a higher tax bracket.
(You won't be able to maximize conversion if you don’t use a higher tax bracket!)
3. Medicare results in higher premium cost when doing a Roth Conversion.
4. If you are in a higher tax bracket don’t do a conversion.
There are a lot of false financial paradigms out there . If you talk to an advisor, CPA or friends who believe in them, you will logically agree with them and lose sight of the actual facts.
You just don’t need to ACCUMULATE more money ; you need to ELIMINATE money that can be taken legally from you and your heirs !
Schedule your appointment now! Click on link daytime appointments will fill up fast , evening appointments are available secure your spot!
Daytime Appointment of Filling up Quickly. Secure Your Appointment Now!��Byron Justice�[email protected]�(281) 804 - 3077�www.navfis.com
