For Pre-Retirees & Retirees

Aged 55+ Or Older with $250K+ in Investable assets

STEP 1: Watch this video Before Making Any Decisions

Before You Do a Roth Conversion, You Need to See This

Why High-Income Americans Are Re-Evaluating How They Approach Roth Conversions

This short video explains why many Roth conversions are done incorrectly…
and what to consider before making a decision that could impact your retirement.

You'll Learn:

  • How Roth conversions may affect your taxes

  • Why timing plays a critical role

  • What most strategies overlook

Fiduciary Financial Advisors. Serving Clients Nationwide. Structured Retirement Planning

Designed for individuals with $250,000+ in retirement savings

This In less than 15 minutes, you'll know whethe this strategy makes sense for your situation.

STEP 2: Schedule Your 15-Minute Discovery Call

What Happens If You Don't Evaluate This?

  • You may pay more in taxes than necessary

  • You may lose flexibility over your income

  • You may miss timing opportunities that don't come back

This is not for everyone.

This Strategy May be a Fit If:

  • You have at least $250,000 in retirement savings

  • You are concerned about future taxes

  • You want to reduce market exposure as you approach or enter retirement

  • You are open to a structured approach to income planning

Modern Edge Capital, LLC

Serving Clients Nationwide

SECURE & No-Obligation

CONSULTATION

FIDUCIARY

APPROACH

The Real Issue Isn't the Roth Conversion...

Many individuals spend decades focused on accumulation.

But as retirement approaches, the conversation often needs to shift from growth to:

  • How your income will be structured

  • How taxes may impact withdrawals

  • How much control you actuallly have

    Without addressing these areas, even well-performing portfolios may not deliver the outcomes people expect.

Availability is limited based on current scheduling capacity

Only takes 15 minutes

Real Clients. Real Retirement Outcomes.

The information provided on this website and in any related communications is for educational purposes only and should not be construed as tax, legal, or accounting advice. Individuals should consult with their own qualified professionals before making any decisions based on this information.

Modern Edge Capital, LLC provides insurance, education, and consulting services. Investment advisory services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. Modern Edge Capital, LLC is separate from and not affiliated with Simplicity Wealth, LLC.

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