The Trump Tax Opportunity: How IRA Millionaires Can Save Millions Before Policy Changes Strike AGAIN
From The Desk Of Craig Wear
January 2025
Dear Friend,
If you’d like to reduce your tax burden, turn your IRA into a tax-free retirement income stream...
AND have more of your wealth working for you...
not the IRS...
then, this is the most important book you’ll ever read.
And by the way,
Yes! This Book Costs Only $7
But before I tell you more about it, let me make something perfectly clear:
This isn’t one of those overpriced financial guides filled with fluff or outdated advice.
Here’s the deal:
What you’re getting has been proven to work, and it’s the exact approach I’ve used to help my clients avoid an estimated $2 billion in taxes...
(yes Billions with a B)...
over the past few years alone with a PROPERLY EXECUTED Roth Conversion.
Just in the past 12 months...
I’ve helped families save an average of $3.2 million each in unnecessary taxes by applying the strategies shared in this book.
These are real results:
These savings come from detailed, customized Roth conversion strategies that work for real people…
IRA Millionaires…
who are serious about optimizing their retirement savings.
So don’t worry…
you’re not going to get pitched generic advice, outdated theories, or cookie-cutter plans here.
Instead, these are real, measurable results, representing dollars families would have lost to taxes but were able to keep…
money they can now use to enjoy retirement or leave as a legacy.
But let me be clear:
I’m not suggesting that everyone who reads this book will save $3.2 million, or even anything close to that.
Your results will depend on your financial situation, your willingness to take action, and the steps you implement after reading.
Also, we’re living in a unique and fleeting window of opportunity.
Right now, the tax cuts passed in 2017 have created one of the most favorable tax environments in decades that will soon go away.
If you’ve been thinking about taking steps to protect your retirement and minimize taxes, there’s no better time.
Because here’s the hard truth…
These tax cuts are set to expire at the end of 2025.
Once that happens, rates will automatically reset to pre-2017 levels, meaning higher taxes for many Americans, especially those with significant retirement savings or high incomes.
And even if the current administration were to propose an extension of these tax cuts, history tells us that any reprieve would be temporary at best.
Why?
Because nearly every Democratic administration has consistently raised taxes on high earners and corporations, and future administrations are likely to follow suit.
Let’s not forget:
The Biden administration already proposed raising the corporate tax rate and increasing taxes on high-net-worth households.
It’s not a matter of if these policies will resurface but when…
and it’s almost inevitable that a future Democratic administration will pick up where Biden left off.
This isn’t speculation. It’s history repeating itself.
Tax policy swings like a pendulum, and right now, it’s on your side.
For now, the recent election has bought you some time...
but make no mistake...
This won’t last forever.
We’ve dodged a bullet under the current tax structure, but eventually, the pendulum will swing back, and the rules of the game will change…
AGAIN...
likely to your disadvantage.
That means waiting isn’t just risky…
it is very likely to cost you millions.
So with that understood, let me tell you…
Exactly What You’re Getting In This Book
This is dramatically different from anything you’ve ever read because it’s more of a step-by-step guide to saving millions in taxes than a traditional "finance book."
The reason why is because there’s no fluff or filler.
It immediately gets down to brass tacks, showing you exactly what to do, why it works, and how to do it.
Plus, it’s simple.
At just 104 pages, you can read it in an afternoon.
And you’ll immediately “get” the proven strategies that have saved my clients an average of $3.2 million in taxes…
strategies you can start implementing right away.
Here’s just a fraction of what’s inside and what it might mean for your financial future:
✔ WORST NEWS EVER: Your retirement accounts could be costing you more than you realize.
How?
Page 6 of Roth Conversions Secrets explains how Required Minimum Distributions (RMDs) can result in almost double the taxable income compared to your IRA balance when you turn 72.
This "hidden tax bomb" could devastate your wealth if not planned for properly
✔ A Breakthrough Strategy for Keeping More of Your Money:
Page 48 reveals a mistake even seasoned financial advisors make…the Medicare Threshold Mistake.
You’ll learn how to avoid this costly error and save potentially tens of thousands in unnecessary premiums.
✔ How Chuck and Kathy Saved $1.8 Million in Taxes:
Page 72 details a real-life example of a couple who used an optimal Roth conversion strategy.
By converting strategically over seven years, they avoided nearly $1.8 million in lifetime taxes while growing their net worth.
✔ PLUG YOUR EARS!
The financial media is filled with misinformation and outdated advice that could cost you millions in unnecessary taxes.
The truth?
Required Minimum Distributions (RMDs) are a tax bomb waiting to explode for most IRA Millionaires.
This book explains how to use strategic Roth conversions to diffuse that bomb and secure a tax-free retirement.
✔ Two simple actions you can take today to save taxes without changing your contributions.
Discover the “same-year” strategies that have saved IRA Millionaires thousands in unnecessary taxes.
These methods are practical, effective, and don’t require risky financial maneuvers…just smart planning and execution.
✔ STEAL THIS:
Inside this book, there’s an incredible strategy for IRA Millionaires that helps eliminate unnecessary taxes and keeps more money in your pocket.
Starting on page 9, you’ll walk through a real-life case study showing exactly how to structure a Roth conversion to maximize tax savings.
You’ll learn why it works and how to apply the same strategy to your retirement plan.
✔ Think that more income means paying more taxes? Think again!
Discover how the single biggest factor in reducing your lifetime tax burden lies in the timing of your Roth conversions. Strategic planning today could save you millions tomorrow.
Learn more on page 7 and beyond.
The Problem Is Everybody Thinks...
You’re supposed to wait until retirement to worry about your taxes, right?
WRONG!
The truth is, delaying tax planning costs IRA Millionaires millions in unnecessary payments.
Learn why starting early can save you a fortune…find the proof and strategies on page 15.
Plus, you’ll also discover:
✔ How to pay less in taxes than your peers...legally and strategically.
The secret lies in this simple, step-by-step Roth conversion strategy that works even if you’ve never worked with a tax advisor before. (See page 9.)
✔ The easiest way to eliminate tax inefficiencies and grow your wealth.
Forget outdated methods that leave you paying more than necessary. This proven approach will help you maximize your net worth and leave a legacy for your heirs—without overcomplicating the process. (See page 13.)
✔ 7 key strategies to protect your retirement from hidden tax traps.
Learn actionable techniques to reduce tax liability and make your money work harder for you. One of them is “Tax Timing.” Find the rest on page 17.
Plus, I’ll reveal:
✔ The WORST time to begin a Roth conversion.
Starting at the wrong time could cost you thousands in additional taxes. Learn how to time your conversions strategically for the greatest impact.
✔ Why you should NEVER let RMDs dictate your tax strategy.
Most retirees wait too long to act, only to be forced into higher tax brackets by Required Minimum Distributions. This book shows you how to stay in control and avoid this costly mistake.
✔ How to structure conversions to minimize tax liability and maximize growth.
Discover the proven framework that ensures your conversions grow tax-free while protecting your Social Security and Medicare benefits.
✔ The REAL way to keep more of your retirement savings.
Forget what traditional financial advice says—this book walks you through actionable strategies to reduce your lifetime tax burden and secure a tax-free legacy for your heirs.
✔ The fastest way to make the IRS take less of your money.
Why timing is everything when it comes to Roth conversions and how to structure your conversions to minimize taxes while maximizing growth.
You're Right...
That's a lot of proven, real-world strategies and tactics that are working right now.
And it’s information most financial advisors simply don’t share because they don’t know how.
So Here's What To Do Next
Like I said, the book is just $7.
I’ll deliver a full-color PDF directly to your inbox so you can start learning these strategies immediately.
As soon as you request it, you’ll receive the book within minutes…
no waiting for shipping or delays.
And in case you’re wondering...
THERE IS NO CATCH!
I know there are plenty of offers out there that look great, but then they hit you with hidden fees, subscriptions, or programs that charge your card every month.
This isn’t one of them.
There’s absolutely NO hidden program, recurring charges, or anything remotely like that.
I’m giving you this book for just $7 as a way of showing you the kind of real, actionable value you can expect when you work with me.
My hope is that you’ll love it and that it will be the start of a great relationship for years to come.
But with all that said, there is ONE thing to keep in mind:
Time is of the Essence
Here’s why:
The opportunity to take full advantage of Roth conversions is shrinking fast.
With current tax laws set to expire in just a few years, this is a unique window to lock in significant savings before likely changes from a new administration take effect.
In all likelihood, the next administration will clamp down on Roth conversions, making them far less favorable…
or even eliminating some of the benefits altogether.
The sooner you implement these strategies, the more you stand to save.
Every month you delay could mean tens of thousands…or even millions…lost to unnecessary taxes.
This window won’t stay open forever.
And by the way, even though it’s just $7…you’re still protected by...
The Boldest Guarantee in the World
I 100% Guarantee you’ll love this book and the tax-saving strategies it reveals, or I’ll refund your $7 and let you keep the book anyway.
That’s right.
You don’t even have to send anything back.
Just email me, and I’ll refund your $7…no questions asked.
How’s that for fair?
Thanks for taking the time to read this letter, and I look forward to hearing from you soon!
Craig Wear
P.S. In case you’re one of those people (like me) who just skips to the end of the letter, here’s the deal:I’m emailing you a full-color PDF of Roth Conversion Secrets, which outlines the exact strategies I use…
To help IRA Millionaires avoid an average of $3.2 million in unnecessary taxes and an average of $80,000 in Medicare Fees.
The book is just $7, and that’s all you pay.
I’ve also included additional insights that walk you through the best ways to maximize your tax savings and leave a tax-free legacy for your heirs.
This is a straightforward and proven approach that’s already working for others just like you.
The window to take advantage of a Roth Conversion to its maximum effect is shrinking…
Don’t miss your chance to get started right away.
There is no "catch" to this offer.
You will not be signing up for any "trial" or monthly program or anything like that.
In fact, if you don’t find value in the book, let me know, and I’ll even refund your $7.
You won’t need to send the book back…it’s yours to keep.