Convert to a Roth IRA and defer the conversion tax for life!

Are you Surviving or Thriving ? 

In this free 30-minute phone call, you'll learn how to:

  •  Work with an advance tax planning team you won't find on Main Street!
  • Convert 100% or your pre-tax retirement accounts to a Roth... and defer the conversion tax for life. 
  • Work with our 3rd Party Administrator - TPAs have a legal obligation are held to the highest standards of fiduciary responsibility and they sign off every case design.  
  • Promote yourself as a specialist with the support of our back-office. 
  • Have high net worth prospects and their advisors calling you!!
  • Our team will work with you to close large premium financing IULs and Whole Life 
  • Free Strategy Session
I want to thrive

TPAs have a legal obligation of one party to act in the best interest of another. The obligated party is typically a fiduciary, that is, someone entrusted with the care of money or property. Also called fiduciary obligation.  

Cash Balance Advisors | Copyright 2019