Who- Anyone who may be invested in an IRA or Roth IRA distributions that involve inherent risk. Even in a qualified conversion to a traditional Roth account, you have Investment risk, longevity risk, and estate risk to your beneficiaries.

What- Alternative Roth Conversion from IRA assets to provide MORE retirement income, with LESS risk, for the rest of YOUR life.

How? Mark breaks it down in less than 2 minutes. For more information or to learn more about how you can implement any of our strategies for your business, just give us a call at 716-855-1600, email Mark at [email protected], or fill out the contact form below!