WARNING: New IRS regulations take effect January 2026 - This strategy window is closing
⚠️How to Convert Your IRA to a Tax-Free Roth Without the Massive Tax Bill
Discover the Model Q® strategy that uses 16-20% bonuses to offset conversion taxes - potentially saving you $300,000+ in lifetime taxes
The $324,000 Problem Hiding in Your Retirement Account
Most people with $1M+ in traditional IRAs are sitting on a tax time bomb...
The 3 Tax Traps Destroying Your Retirement Wealth:
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.
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.
Tax Rates Are Historically Low - They're Going UP
The favorable tax brackets established by the Tax Cuts and Jobs Act are set to expire. With $36 trillion national debt, future retirees could face significantly higher 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...
16-20% Bonuses
Use special insurance carriers that offer upfront bonuses to offset your conversion tax bill
Principal Protected
Your money is 100% safe while you benefit from market-linked growth potential
Tax-Free Forever
Once converted, your Roth grows and withdraws completely tax-free for life
But It Gets Even Better...
The Model Q® strategy doesn't just solve your tax problem - it unlocks opportunities most advisors never mention
Eliminate RMDs Forever
No more forced withdrawals at 73. You control WHEN and HOW MUCH you take out - not the IRS.
Tax-Free Legacy to Heirs
Your children inherit tax-free money instead of a tax bomb - saving your family potentially hundreds of thousands.
Medicare Premium Protection
Lower your MAGI to avoid Medicare IRMAA surcharges - saving $2,000-$6,000+ annually in premiums.
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 behind the Model Q® strategy
Kevin Brunner
20+ years in financial services with special focus on doctors and business owners. Author of the Model Q Strategy™ white paper. Host of Smart Money Hour radio show.
Trevor LaParl
Dynamic professional serving as COO for Q-Financial. Committed to helping more asset owners become aware of the benefits of the IST process.
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...
The Old Way (Tax Bomb)
- •Pay massive taxes now OR massive taxes later
- •Watch the IRS take 30-50% of your IRA
- •Forced RMDs you don't need push you into higher brackets
- •Leave your kids a massive tax problem
- •Hope tax rates don't go up (spoiler: they will)
The Model Q® Way
- •Offset conversion taxes with 16-20% bonuses
- •Tax-free growth and withdrawals forever
- •No RMDs - you control your money, not the IRS
- •Leave tax-free wealth to your heirs
- •Lock 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 Q® Double Bonus Strategy Works
A step-by-step breakdown of the exact system we'll teach you in the webinar
Identify Your Conversion Window
Calculate the optimal years to convert based on your current tax bracket, future RMDs, and the 2026 sunset provisions.
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.
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%+.
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.
Enjoy Tax-Free Income for Life
After 5 years and age 59½, withdraw 100% tax-free. No RMDs, no Medicare IRMAA, no tax surprises - just tax-free wealth.
Real Example:
Convert $1M IRA → Pay ~$240K tax (24% bracket) → Receive $160K-$200K bonus → 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 Q® approach works best for people who check these boxes:
You have $500K+ in Traditional IRAs/401(k)s
The larger your IRA, the bigger the potential tax savings
You're 50-70 years old
Optimal conversion window before RMDs begin at 73
You're in the 22-32% tax bracket
Sweet spot for conversion before rates potentially double
You don't need IRA funds for 5+ years
Allows time for tax-free growth and avoids early penalties
You're concerned about future tax increases
Lock in today's rates before 2026 sunset provisions
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 Q® blueprint - no fluff, just actionable strategies
45 Minutes: Deep Training
Complete walkthrough of the Model Q® strategy with real case studies
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
Your Custom Conversion Roadmap
Exactly how much to convert, when, and in which tax brackets
The Bonus Carrier List
Top-rated carriers offering 16-20% bonuses (not available through regular channels)
Tax Projection Calculator
See your exact tax savings over 20-30 years with vs. without conversion
RMD Elimination Strategy
How to legally avoid forced distributions and stay in control
Medicare IRMAA Avoidance Tactics
Save $2,000-$6,000/year on Medicare premiums using these techniques
Legacy Planning Worksheet
Show your heirs exactly how much tax-free wealth they'll inherit
What's This Training Worth?
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 Q® 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):
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.
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.
BONUS #3: Model Q® 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.
BONUS #4: Priority Strategy Session
Value: $500
Attendees get access to a complimentary 30-minute strategy session with our team after the webinar.
Total Bonus Package Value
$3,497
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 Q® framework. Then 15 minutes answering YOUR specific questions with actionable next steps.
Real Education
Actionable strategies, not generic advice
No High Pressure
Learn first, decide later
Zero Risk
Free training, valuable content
Why You Need to Act NOW
⚠️⏰ Tax Strategy Window
Current tax brackets present a strategic opportunity. Learn how to take advantage before potential future changes.
🎯 Personalized Guidance
Our team works with a limited number of clients to ensure personalized attention for each implementation.
💰 Bonus Carrier Opportunities
Learn about carriers currently offering 16-20% bonuses and how to leverage them for your Roth conversion strategy.
Next Available Webinar Sessions:
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