Download the Free Roth Conversion Guide
Unlock tax-free income. Lower your future tax bill. Take control of your retirement.
Your Roth Opportunity Starts Here
Roth conversions aren’t just tax moves—they’re strategic retirement upgrades. But only when done with timing, precision, and planning. This free guide shows you how to decide if a Roth conversion is right for you—without the guesswork.
What You’ll Learn Inside:
- How Roth conversions actually work—and how to do one
- The 12-point Roth readiness checklist
- Roth conversion strategies by life stage
- Common mistakes to avoid that could cost you thousands
- Why the timing window matters for pre-retirees, business owners, and retirees
- How to minimize Medicare penalties and tax shocks
Built by a CFP®, Not an Algorithm
I’m Melissa Cox, a Dallas-based CERTIFIED FINANCIAL PLANNER™. I help individuals and families across Texas and beyond plan smart, tax-savvy retirements using tools like Roth conversions—built around real data, not rules of thumb.
This guide gives you a clear, actionable overview of one of today’s most underused wealth-building tools.
Ready to Take Control of Your Tax Future?
Grab your free Roth Conversion Guide now. You’ll also get my best tax strategy tips, retirement insights, and free resources sent monthly to help you stay ahead.
