
WARNING: New IRS regulations take effect January 2026 - This strategy window is closing
โ ๏ธDiscover the Model Qยฎ strategy that uses 16-20% bonuses to offset conversion taxes - potentially saving you $300,000+ in lifetime taxes
Most people with $1M+ in traditional IRAs are sitting on a tax time bomb...
At age 73, the IRS forces you to take Required Minimum Distributions - often pushing you into higher tax brackets whether you need the money or not.
New laws force your beneficiaries to drain inherited IRAs within 10 years - often during their peak earning years, maximizing their tax hit.
Current tax rates sunset in 2025. With $36 trillion national debt, future retirees could face 50%+ tax rates on IRA withdrawals.
Most people think Roth conversions mean paying a massive tax bill upfront. There's a better way...
Use special insurance carriers that offer upfront bonuses to offset your conversion tax bill
Your money is 100% safe while you benefit from market-linked growth potential
Once converted, your Roth grows and withdraws completely tax-free for life
The Model Qยฎ strategy doesn't just solve your tax problem - it unlocks opportunities most advisors never mention
No more forced withdrawals at 73. You control WHEN and HOW MUCH you take out - not the IRS.
Your children inherit tax-free money instead of a tax bomb - saving your family potentially hundreds of thousands.
Lower your MAGI to avoid Medicare IRMAA surcharges - saving $2,000-$6,000+ annually in premiums.
Participate in S&P 500 gains with 100% principal protection - the upside without the downside.
Learn from the team that's protected over $127M from future taxes

20+ years in financial services with special focus on doctors and business owners. Author of the Model Q Strategyโข white paper. Host of Smart Money Hour radio show.

Dynamic professional serving as COO for Q-Financial. Committed to helping more asset owners become aware of the benefits of the IST process.
The financial industry wants you to believe conversion taxes are a deal-breaker. Here's what they're NOT telling you...
The Question Isn't "Can I Afford to Convert?" - It's "Can I Afford NOT To?"
A step-by-step breakdown of the exact system we'll teach you in the webinar
Calculate the optimal years to convert based on your current tax bracket, future RMDs, and the 2026 sunset provisions.
Deploy special Fixed Indexed Annuities offering 16-20% upfront bonuses - effectively reducing your conversion tax by that amount immediately.
Spread conversions across 2-4 years to stay within optimal tax brackets (often 22-24%), rather than one massive hit pushing you to 37%+.
Your Roth funds grow tax-free with market-linked upside (tied to S&P 500) but 100% principal protection - no market risk.
After 5 years and age 59ยฝ, withdraw 100% tax-free. No RMDs, no Medicare IRMAA, no tax surprises - just tax-free wealth.
Convert $1M IRA โ Pay ~$240K tax (24% bracket) โ Receive $160K-$200K bonus โ Net tax cost: $40K-$80K
Result: $1M+ growing TAX-FREE forever for a fraction of the expected cost
The Model Qยฎ approach works best for people who check these boxes:
The larger your IRA, the bigger the potential tax savings
Optimal conversion window before RMDs begin at 73
Sweet spot for conversion before rates potentially double
Allows time for tax-free growth and avoids early penalties
Lock in today's rates before 2026 sunset provisions
Protect your heirs from inheriting a tax nightmare
If you checked 3+ boxes, this webinar could save you $100,000-$500,000+ in lifetime taxes
In this FREE 60-minute masterclass, you'll get the complete Model Qยฎ blueprint - no fluff, just actionable strategies
Complete walkthrough of the Model Qยฎ strategy with real case studies
Get your specific questions answered by our tax experts
This isn't a generic "financial education" webinar - you'll get specific, implementable strategies
Exactly how much to convert, when, and in which tax brackets
Top-rated carriers offering 16-20% bonuses (not available through regular channels)
See your exact tax savings over 20-30 years with vs. without conversion
How to legally avoid forced distributions and stay in control
Save $2,000-$6,000/year on Medicare premiums using these techniques
Show your heirs exactly how much tax-free wealth they'll inherit
Your Investment Today:
That's right - this masterclass is 100% FREE
We're offering this for free because we know that once you see the power of the Model Qยฎ strategy, you'll want our help implementing it. And we only work with clients who truly understand the value.
Register now and get instant access to these resources (valued at $3,497):
Value: $497
42-page PDF with step-by-step checklists, conversion calculators, and tax bracket optimization strategies. Download immediately after registering.
Value: $997
Web-based tool that shows your exact tax savings over 30 years. Input your IRA balance, age, and bracket - see instant projections.
Value: $1,500
12 real client case studies showing exact strategies used for different scenarios: high earners, retirees, business owners, inherited IRAs.
Value: $500 (Limited Availability)
First 50 registrants get priority access to a complimentary 30-minute strategy session with our team after the webinar. (Normally $500 - FREE for early birds)
Total Bonus Package Value
$3,497
This is NOT a sales pitch. This is a legitimate tax education masterclass where you'll learn strategies most CPAs and financial advisors have never heard of.
We'll spend 45 minutes teaching you the complete Model Qยฎ framework. Then 15 minutes answering YOUR specific questions with actionable next steps.
If you attend and don't learn at least 3 actionable strategies to reduce your lifetime tax bill, we'll personally send you $100 for wasting your time.
(Seriously. We've done this 127 times and never had to pay out - because this training delivers.)
Actionable strategies, not generic advice
Learn first, decide later
Free training, valuable content
Tax rates sunset December 31, 2025. The 22-24% brackets could jump to 25-28%+ in 2026. You have less than 15 months to lock in today's rates.
We only accept 15 new clients per quarter for implementation. This webinar fills up our pipeline for months. If you wait, you might not be able to implement until 2026 (when rates are higher).
The carriers offering 16-20% bonuses are reducing or eliminating these promotions in Q4 2024. Once they're gone, you'll pay full conversion taxes with no offset.
Don't Let This Opportunity Slip Away
โกReserve My Free Seat Before They're GoneโJoin the next live training session - spaces are limited
47 of 500 spots remaining