Retirement Tax Consultants Launches In-Depth Roth Conversion Analysis to Help Retirees Avoid Unnecessary Taxes

Get an In-Depth Roth Analysis at a 30% Discount Through July 2025

MCKINNEY, TX, UNITED STATES, July 2, 2025 /EINPresswire.com/ -- For individuals considering whether to convert their traditional IRAs, 401(k)s, or other tax-qualified retirement plans to a Roth IRA, Retirement Tax Consultants is now offering a comprehensive Roth Conversion Analysis—a data-driven evaluation designed to empower retirees with the financial clarity they need.

WHY ROTH CONVERSION MATTERS
Making the right decision about a Roth conversion can save retirees hundreds of thousands of dollars over their lifetimes—but only when it’s grounded in personalized, accurate analysis. While some advisors may offer basic projections, true Roth Analysis demands deep expertise in tax strategy, retirement income planning, and financial modeling.

“This is not a financial guess—it’s a fact-based analysis designed to support the best possible retirement outcome,” said David Hyden, Founder and President of Retirement Tax Consultants. “With our tools, expertise, and software, we help clients clearly understand both the costs and long-term benefits of conversion.”

WHAT'S INCLUDED IN THE ROTH CONVERSON REPORT
Retirement Tax Consultants provides a side-by-side comparison of converting versus not converting, answering the most critical financial questions a retirement account owner must ask.

1. THE COST OF CONVERSION

- Tax cost of a conventional single-year conversion

- Tax cost of a structured (multi-year) conversion

- Tax cost of a strategically optimized single-year conversion using proprietary tax strategies

- Fees and risks associated with optimized conversion

- D1RV (Day-One Roth Value) for each approach

- Enhancement options with cost-benefit evaluation

2. THE COST OF NOT CONVERTING

- Lifetime income taxes, including RMDs (Required Minimum Distributions)

- Increased Medicare premiums

- IRMAA (Income-Related Monthly Adjustment Amount) surcharges

- Ongoing investment fees and commissions on embedded tax liability

LIMITED TIME OFFER: 30% DISCOUNT
To expand access to this critical service, Retirement Tax Consultants is currently offering the Roth Conversion Analysis at a 30% discount off the standard $1,200 fee. The fee includes a Roth Analysis Summary Sheet which details all the relevant numbers, 30-40 pages of calculations plus 3 hours of consulting time.

For those who decide to move forward with a Roth conversion, the firm offers additional strategies to reduce the associated taxes by a minimum of 35%, using legal, IRS-compliant approaches that are largely unknown to most advisors.

ABOUT RETIREMENT TAX CONSULTANTS
Retirement Tax Consultants specializes in reducing or eliminating retirement taxes. As the bridge between financial advisors and tax professionals, the firm provides advanced, personalized strategies to help clients keep more of what they’ve earned.

SCHEDULE YOUR ROTH ANALYSIS TODAY
visit http://retirementtaxconsultants.com to learn more and schedule your free initial consultation.

Or contact:

David B. Hyden, CFF®, NSSA®, IRMAACP®
Retirement Tax Consultants
+1 469-342-8889
email us here
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