Discover The Roth Blueprint: Your Complete Pathway to Tax-Free Retirement Income
Join our exclusive educational seminar to learn the proven Roth conversion strategies that eliminate Required Minimum Distributions forever and create tax-free income streams for you and your beneficiaries.
Discover These Key Topics and More:
The Six Chain Reactions of RMDs: How Required Minimum Distributions trigger higher taxes, Medicare surcharges, Social Security taxation, and other costly consequences
Roth Conversion Benefits: How Roth conversions eliminate RMDs forever while creating tax-free income streams
Principal-Protected Conversion Strategies: How to execute Roth conversions using guaranteed products that protect your principal from market losses
Avoid IRMAA Surcharges: How Roth conversions can reduce or eliminate costly Medicare premium increases
About Your Host(s)
Jonathan Leonard is the founder of Leonard Financial Solutions and an independent fiduciary with a deep commitment to guiding individuals through the complexities of retirement and Medicare planning. He specializes in creating personalized financial planning strategies that ensure stability and prosperity for the future.
© 2025, Jonathan Leonard at Leonard Financial Solutions. All rights reserved.
The materials presented on this website and in communications are provided for informational and educational purposes only. This content should not be considered a substitute for professional tax, legal, or financial advice. Please consult with a qualified professional about your unique situation before making any financial decisions.