Find out how to Minimize Taxes
and Retire Early!
How MASSIVE is Your Tax Liability in Retirement?
Not Knowing Could Cost You A 
Fortune In Taxes
GET OUR Free BOOK & Custom Tax Liability REPORT
& Gain MORE Access to crucial information
We respect your privacy and will not sell, rent, or lease your info.
Roth Magic is a new innovative retirement strategy that utilizes several advanced tax reduction strategies to help minimize 
Massive Tax Liabilities unknown to American Tax-Payers. 
Take Advantage of Best Legal 
Tax Shelter In America!
FREE REPORT HIGHLIGHTS 
  • How To Minimize Taxes of IRA & 401(k) Distributions
  • How To Eliminate Tax on Social Security Income
  • How To Transfer More Tax-Free Wealth To Heirs
Yes, I Want To Know How To Eliminate Taxes In Retirement!
Case Study #1: Mr. Senior, Age 65
Conservative Assumptions:
  • IRA Balance $200,000 
  • Client Age 65
  • Growth Rate 8% 
  • Effective Tax Rate (Lifetime) 15% 
  • RMDs Distributed from Age 70-90
  • Heirs Stretch IRA to Age 90 at 24% Tax Rate
Full Back-Up Data Provided
with Custom-Tailored Report!
Request A Custom-Tailored Tax Liability Report
  • Estimate Tax Bill You Will Pay During Your Lifetime & Your Heirs Lifetime
Prepare To Be ASTONISHED At
How Large Your Tax Bill Will Be In Retirement
Case Study #2: Dr. Daniels, Age 55
1. Dr. Daniels has been saving his entire professional life through his Employers 401(k) plan.  Since he is getting closer to retirement he starts doing some research on how to best help his finances.  He learns about Roth Magic Strategy through a friend and is surprised to learn that his large 401(k) will incur an even larger tax consequence.  

2. Dr. Daniels requests a custom-tailored future tax liability illustration.

3. Dr. Daniels sets up an appointment with the Tax & Retirement Institute's highly trained financial think tank and has a thorough financial plan explained to him.

4. Dr. Daniels decides to implement the plan because it is much stronger than anything he has ever heard from his other financial advisors and tax preparers.

5. Dr. Daniels is happy to learn he can significantly reduce most taxes from his retirement plan.
Conservative Assumptions:
  • IRA Balance $500,000 
  • Client Age 55
  • Growth Rate 8% 
  • Effective Tax Rate (Lifetime) 24% 
  • RMDs Distributed from Age 70-90
  • Heirs Stretch IRA to Age 90 at 24% Tax Rate
Full Back-Up Data Provided
with Custom-Tailored Report!
Request A Custom-Tailored Tax Liability Report
  • Estimate Tax Bill You Will Pay During Your Lifetime & Your Heirs Lifetime
Prepare To Be ASTONISHED At
How Large Your Tax Bill Will Be In Retirement
Case Study #3: Ms. Young, Age 35
1. Ms.Young has just begun saving for retirement through her Employers 401(k) plan.  She learning all she can on how to retire as quickly as possible.  She learns about Roth Magic Strategy through an Instagram Ad and is astonished to learn that her small 401(k) will incur a large tax consequence over time due to compounding..  

2. Ms.Young requests a custom-tailored future tax liability illustration.

3. Ms.Young sets up an appointment with the Tax & Retirement Institute's highly trained financial think tank and has a thorough financial plan explained to her.

4. Ms.Young decides to implement the plan because it is light years better than anything she has ever heard from her other financial advisors and tax preparers.

5. Ms.Young is happy to learn she can retire well ahead of schedule by saving heavily and planning wisely with Tax & Retirement Institute.
Conservative Assumptions:
  • IRA Balance $30,000 
  • Client Age 35
  • Growth Rate 8% 
  • Effective Tax Rate (Lifetime) 15% 
  • RMDs Distributed from Age 70-90
  • Heirs Stretch IRA to Age 90 at 24% Tax Rate
Full Back-Up Data Provided
with Custom-Tailored Report!
Request A Custom-Tailored Tax Liability Report
  • Estimate Tax Bill You Will Pay During Your Lifetime & Your Heirs Lifetime
Prepare To Be ASTONISHED At
How Large Your Tax Bill Will Be In Retirement
Great CPA's and High Income Owners 
Endorse Tax & Retirement Institute
Michael Loeb
Billionaire Investor

"The Institute has created many innovative strategies that has helped me keep more of my wealth." 
Abe Ovadia, Attorney
Founder of Ovadia Law Group 

"Paying taxes is painful and I look to lower my tax bill whenever possible.” 
AVOID FINANCIAL MISTAKES THAT WILL COST YOU
HUNDREDS OF THOUSANDS DOLLARS IN RETIREMENT
Frequently Asked Questions
Q. Who is Roth Magic Tax-Free Retirement Strategy for? 
A. Anyone with an IRA, 401(k), or other Qualified Funds that wants to maximize their after-tax income and CUT Social Security and Real Estate income taxes down to size.

Q. Why hasn't my CPA or tax preparer shared this strategy with me?
A#1.  We invented it. 
A#2.  CPA's help add up your tax bill and keep you compliant, but usually do not share advanced financial strategies due to lack of time and knowledge.

Q. What is the process and the cost? 
A. FREE!  Our complimentary one-one-one meetings will give you a custom-tailored tax and financial plan.
NOW is the Time to Eliminate Taxes in Retirement and 
NEVER WORRY About Future Tax Rate Hikes Again!
congress is set to change The tax laws Soon
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Get Grandfathered In Before You Miss The Best Tax Shelter In History!
Taxes Are At All-Time Lows
  • Minimize Roth IRA Conversion Costs
  • Eliminate the Risk of Future Tax Rate Increases
  • Transfer More Wealth to Your Heirs
Yes, I Want to Know How To Eliminate Taxes In Retirement!
Watch Our Video Tutorials 
By Requesting Report
Meet Our Financial Think Tank
Let Us Learn About Your Current Finances And 
Craft A Plan To Eliminate Unnecessary Taxes And Risks!
Who Should Use Roth Magic:
  • Those who don’t want to pay taxes in retirement
  • Those expecting tax rates to be higher in retirement
  • Those with certain tax characteristics (can convert at no cost due to offsetting tax losses, deductions or credits, or net operating losses from a business
  • Those with non-qualified funds to pay the conversion tax due
  • Young people in a lower tax bracket that have not yet accumulated large balances in their IRAs or 401(k)s
  • Those who want to pass on a tax-free legacy for future generations
If You DO NOT USE Roth Magic:
  • You Will Pay Hundreds of Thousands of $$$ in Unnecessary Taxes
  • You Will Likely Pay Unnecessary Tax on Social Security & Real Estate Income
  • You May Run-Out-Of-Money in Retirement if you Invest Heavily in Equities
Yes, I Want to Know How To Eliminate Taxes In Retirement!
The Tax Timing Is Right For Roth Magic
Why Is Roth Magic So Powerful:
  • New Tax Rates On-Sale At All-Time Lows
  • Learn to Potentially Eliminate Taxes From Your Retirement Forever!
  • Uncover Myths of Tax-Deferred Retirement Accounts
  • Maximize After-Tax Income Guaranteed for the REST-OF-YOUR-LIFE
  • Eliminate Future Tax Increases from Your Finances
Yes, I Want to Know How To Eliminate Taxes In Retirement!
Request A Custom-Tailored Tax Liability Report
Prepare To Be ASTONISHED At
How Large Your Tax Bill Will Be In Retirement
You're On Your Way To A
More Successful Tax-Free Retirement!
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