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Live Your Best Life through an Optimized Retirement Income Plan

An Optimized Retirement Income Plan maximizes lifetime income and minimizes financial risks that are unique to retirement.

The availability of reliable income determines lifestyle – and we want our clients to enjoy their best possible lifestyle.

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Hidden Cost of IRAs

In retirement, our financial thinking must change from ‘accumulation’ to preservation and income because of the unique and different goals and risks of retirement.

But because few advisors, and fewer investors make the necessary adjustments, we find most retirement plans grossly sub-optimized.

Determine Your Costs

Reduce IRA Conversion Taxes Up To 65%!

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The Million Dollar Miner

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What Others Are Saying

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Should I convert my traditional IRA/401k - to a Roth IRA?

Deciding whether to convert involves a straightforward ROI analysis: if the cost of converting is less than the cost of not converting, it’s a smart move. However, determining these costs is complex due to potential tax discounts on conversion and eight different retirement taxes that impact your returns. Without clarity on these factors, making an informed decision is nearly impossible.

Get Clarity with a Roth Conversion Decision Analysis

Our Roth Conversion Decision Analysis provides a clear, data-driven answer, showing you the exact return on conversion—or the cost of staying put. If you’re already convinced, let us help you minimize your conversion tax and start the process today.

Why Velomon?

Slash Your Roth Conversion Tax

Once you’re committed to a Roth conversion as a financial priority, we can significantly reduce the conversion tax itself—by up to 65% in most cases. This isn’t about offsets or product schemes; it’s about directly lowering your tax burden to maximize your Roth’s starting value.

How We Do It

Using an IRA-LLC, we can discount the conversion value by up to 35%, cutting your tax liability. Additionally, we leverage discounted tax credits to pay the reduced tax, resulting in a total tax reduction of 61%–65%. This means your Roth could start with up to 90% of your current traditional account value.
roth ira retirement

65% Tax Reduction Roth Conversion Strategy

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