The 0% Tax Strategy
The 0% Tax Strategy
Discover how strategic Roth conversions may help
reduce taxes on your retirement savings.
Most Accidents Happen on the Way Down
The skills that built your wealth won't protect it. Retirement demands a new strategy.
What Your Traditional IRA Could Be Costing You
Why Many Experts Project Higher Taxes
$38T+
National Debt
2033
SS Trust Depletion
118%
Debt-to-GDP by 2035
$30T+
Untaxed Retirement $
Sources: U.S. Treasury, Social Security Administration, Congressional Budget Office, Investment Company Institute.
Seed vs. Harvest
Would you rather pay tax on the seed, or the entire harvest?
Traditional IRA
Taxed on every withdrawal
RMDs required at 73
Exposed to future rate changes
Heirs inherit tax liability
Roth IRA
Tax-free qualified withdrawals
No RMDs in your lifetime
Locked in at today's rates
Tax-free inheritance potential
See If This Strategy Works for You
For individuals 59½+ with $500K or more in IRAs or qualified accounts.
© 2025 The 0% Tax Strategy
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Important: This website is for educational purposes only and does not constitute tax, legal, or investment advice. Roth conversions are taxable events and may not be appropriate for all individuals. Qualified Roth distributions are tax-free if requirements are met, including a 5-year holding period and age 59½. Consult a qualified tax professional before making decisions. [Firm name and registration info]