Traditional tactics to convert from an IRA to a Roth are lacking because they rely on paradigms and opinions - not a full quantitative analysis.
Over the last fifteen years of specializing in Roth conversions we've learned a lot. The greatest rewards come to IRA savers when they convert at a higher tax bracket and faster than they would normally consider.
When a client is a good candidate for Roth conversions, the tax avoidance can easily exceed $1 million, and they'll actually see a huge savings in total Medicare premiums over their lifetime.
We've developed proprietary software to assist in the evaluation, and have a staff of specially skilled Certified Financial Planners who understand how to apply the principles we've discovered.
We do not sell any financial products, nor do we manage client portfolios.
We are expanding our services by supporting CPAs and RIAs to lead their clients to making optimal Roth conversion and retirement planning decisions.
Our team does the 'heavy lifting' of the specialty of Roth conversion strategy so that the CPA or RIA firm can continue to serve the best interest of their clients. This allows the firm to stay focused on what they do best.
Our collaborative process makes is super simple for the firm to defer to Q3 Advisors as specialists in this area, and then return to the firm for further assistance and guidance.
In addition, Q3 Advisors has developed a unique marketing system to alleviate the firm from wasting valuable time, and to give the client the best opportunity to evaluate the benefits of Roth conversion for their unique situation.
Our services are customized, not boilerplate. We are fiduciaries and desire to prove the best alternatives for your clients.
If you want to differentiate yourself from the crowd, save valuable time, and best serve your client, schedule a short initial conversation here: https://info.craigwear.com/cpa-ria
Company Details
- Employees
- 16
- Founded
- -
- Address
- Marble Falls, Texas 78654, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- q3adv.com
- Keywords
- Roth Conversion Evaluation, Financial Education, Retirement Income Planning, Tax-Free Retirement, No Product Sales.
- HQ
- Marble Falls, Texas
Q3 Advisors Questions
Q3 Advisors's website is q3adv.com
Q3 Advisors's LinkedIn profile is https://www.linkedin.com/company/q3-advisors
Q3 Advisors has
16 employees.
View email and phone details for 16
employees at Q3 Advisors.
Q3 Advisors's industry is
Financial Services
Q3 Advisors's top competitors are
Root Financial,
Simply Paraplanner,
One Advisory Partners,
Edelman Financial Engines,
Mariner,
Wealth Enhancement,
Fidelity Investments,
Mercer Advisors,
Farther,
Savvy Wealth.
Q3 Advisors's categories are Financial Services
Q3 Advisors's founding year is 2015
