Q-Financial & Insurance Solutions
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WARNING: New IRS regulations take effect January 2026 - This strategy window is closing

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๐ŸŽฏ FREE 60-MINUTE TAX STRATEGY MASTERCLASS

How to Convert Your IRA to a Tax-Free Roth Without the Massive Tax Bill

Discover the Model Qยฎ strategy that uses 16-20% bonuses to offset conversion taxes - potentially saving you $300,000+ in lifetime taxes

๐Ÿ‘ฅ2,500+ Successful Conversions
๐Ÿ’ฐ$127M+ Protected from Taxes
๐Ÿ’ฐ$285K Avg. Client Savings
โฐ60-Minute Live Training | Limited Seats Available

The $324,000 Problem Hiding in Your Retirement Account

Most people with $1M+ in traditional IRAs are sitting on a tax time bomb...

$789,000
What Your IRA Statement Shows
BEFORE Taxes
$465,000
What You ACTUALLY Get
AFTER 41% Tax Hit

The 3 Tax Traps Destroying Your Retirement Wealth:

1

RMDs Force You to Withdraw (Even If You Don't Need It)

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.

2

SECURE Act 2.0: Your Heirs Inherit Your Tax Problem

New laws force your beneficiaries to drain inherited IRAs within 10 years - often during their peak earning years, maximizing their tax hit.

3

Tax Rates Are Historically Low - They're Going UP

Current tax rates sunset in 2025. With $36 trillion national debt, future retirees could face 50%+ tax rates on IRA withdrawals.

What If You Could Convert to Roth AND Offset Most of the Tax?

Most people think Roth conversions mean paying a massive tax bill upfront. There's a better way...

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16-20% Bonuses

Use special insurance carriers that offer upfront bonuses to offset your conversion tax bill

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Principal Protected

Your money is 100% safe while you benefit from market-linked growth potential

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Tax-Free Forever

Once converted, your Roth grows and withdraws completely tax-free for life

But It Gets Even Better...

The Model Qยฎ strategy doesn't just solve your tax problem - it unlocks opportunities most advisors never mention

1

Eliminate RMDs Forever

No more forced withdrawals at 73. You control WHEN and HOW MUCH you take out - not the IRS.

2

Tax-Free Legacy to Heirs

Your children inherit tax-free money instead of a tax bomb - saving your family potentially hundreds of thousands.

3

Medicare Premium Protection

Lower your MAGI to avoid Medicare IRMAA surcharges - saving $2,000-$6,000+ annually in premiums.

4

Market Gains Without Risk

Participate in S&P 500 gains with 100% principal protection - the upside without the downside.

Meet Your Instructors

Learn from the team that's protected over $127M from future taxes

LEAD PRESENTER
Kevin Brunner

Kevin Brunner

President & CEO
Forbes Featured Advisor (2015)

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

Trevor LaParl

Trevor LaParl

COO
Director of Strategy

Dynamic professional serving as COO for Q-Financial. Committed to helping more asset owners become aware of the benefits of the IST process.

Our Track Record:

2,500+
Successful Conversions
$127M+
Protected from Taxes
$285K
Avg. Client Savings

Everything You've Been Told About Roth Conversions Is Wrong

The financial industry wants you to believe conversion taxes are a deal-breaker. Here's what they're NOT telling you...

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The Old Way (Tax Bomb)

  • โ€ขPay massive taxes now OR massive taxes later
  • โ€ขWatch the IRS take 30-50% of your IRA
  • โ€ขForced RMDs you don't need push you into higher brackets
  • โ€ขLeave your kids a massive tax problem
  • โ€ขHope tax rates don't go up (spoiler: they will)
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The Model Qยฎ Way

  • โ€ขOffset conversion taxes with 16-20% bonuses
  • โ€ขTax-free growth and withdrawals forever
  • โ€ขNo RMDs - you control your money, not the IRS
  • โ€ขLeave tax-free wealth to your heirs
  • โ€ขLock in today's low rates before 2026 changes

The Question Isn't "Can I Afford to Convert?" - It's "Can I Afford NOT To?"

How the Model Qยฎ Double Bonus Strategy Works

A step-by-step breakdown of the exact system we'll teach you in the webinar

1

Identify Your Conversion Window

Calculate the optimal years to convert based on your current tax bracket, future RMDs, and the 2026 sunset provisions.

2

Use Bonus Carriers to Offset Taxes

Deploy special Fixed Indexed Annuities offering 16-20% upfront bonuses - effectively reducing your conversion tax by that amount immediately.

3

Execute Strategic Multi-Year Conversions

Spread conversions across 2-4 years to stay within optimal tax brackets (often 22-24%), rather than one massive hit pushing you to 37%+.

4

Protect Principal, Capture Market Gains

Your Roth funds grow tax-free with market-linked upside (tied to S&P 500) but 100% principal protection - no market risk.

5

Enjoy Tax-Free Income for Life

After 5 years and age 59ยฝ, withdraw 100% tax-free. No RMDs, no Medicare IRMAA, no tax surprises - just tax-free wealth.

Real Example:

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

Is This Strategy Right for You?

The Model Qยฎ approach works best for people who check these boxes:

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You have $500K+ in Traditional IRAs/401(k)s

The larger your IRA, the bigger the potential tax savings

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You're 50-70 years old

Optimal conversion window before RMDs begin at 73

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You're in the 22-32% tax bracket

Sweet spot for conversion before rates potentially double

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You don't need IRA funds for 5+ years

Allows time for tax-free growth and avoids early penalties

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You're concerned about future tax increases

Lock in today's rates before 2026 sunset provisions

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You want to leave a tax-free legacy

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

Here's What Happens Next

In this FREE 60-minute masterclass, you'll get the complete Model Qยฎ blueprint - no fluff, just actionable strategies

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45 Minutes: Deep Training

Complete walkthrough of the Model Qยฎ strategy with real case studies

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15 Minutes: Live Q&A

Get your specific questions answered by our tax experts

What You'll Walk Away With

This isn't a generic "financial education" webinar - you'll get specific, implementable strategies

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Your Custom Conversion Roadmap

Exactly how much to convert, when, and in which tax brackets

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The Bonus Carrier List

Top-rated carriers offering 16-20% bonuses (not available through regular channels)

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Tax Projection Calculator

See your exact tax savings over 20-30 years with vs. without conversion

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RMD Elimination Strategy

How to legally avoid forced distributions and stay in control

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Medicare IRMAA Avoidance Tactics

Save $2,000-$6,000/year on Medicare premiums using these techniques

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Legacy Planning Worksheet

Show your heirs exactly how much tax-free wealth they'll inherit

What's This Training Worth?

Private Tax Strategy Consultation$2,000
Custom Roth Conversion Analysis$1,500
Carrier Research & Bonus Optimization$1,000
Tax Projection Tools & Calculators$500
Total Value$5,000

Your Investment Today:

$0

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.

Exclusive Webinar Attendee Bonuses

Register now and get instant access to these resources (valued at $3,497):

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BONUS #1: Roth Conversion Quick-Start Guide

Value: $497

42-page PDF with step-by-step checklists, conversion calculators, and tax bracket optimization strategies. Download immediately after registering.

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BONUS #2: Interactive Tax Savings Calculator

Value: $997

Web-based tool that shows your exact tax savings over 30 years. Input your IRA balance, age, and bracket - see instant projections.

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BONUS #3: Model Qยฎ Case Study Library

Value: $1,500

12 real client case studies showing exact strategies used for different scenarios: high earners, retirees, business owners, inherited IRAs.

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BONUS #4: Priority Strategy Session

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

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Our 100% Educational Guarantee

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.)

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Real Education

Actionable strategies, not generic advice

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No High Pressure

Learn first, decide later

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Zero Risk

Free training, valuable content

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Why You Need to Act NOW

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โฐ Time-Sensitive Window

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.

๐ŸŽฏ Limited Capacity

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).

๐Ÿ’ฐ Bonus Carriers Are Closing

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.

Next Available Webinar Sessions:

Wednesday, October 29, 2025
1:00 PM PDT
Only 47 spots left

Reserve Your Free Seat Now

Join the next live training session - spaces are limited

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Wednesday, October 29, 2025 at 1:00 PM PDT

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47 of 500 spots remaining

90 minutes
Live Q&A Included

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