Roth Strategy Case Study Saves $643,882 in Lifetime Taxes!

In this video, I'll walk you through how these strategies work and how we built them out using our financial planning software.
Let me introduce you to Steve and Kelly Sanderson, a couple aged 62 and 60, who are gearing up to retire in just 3 years.
They're currently sitting on $3,107,707 in investable assets. Most of which is in Traditional Retirement Accounts.
Here's the real kicker: By implementing these strategies, the Sanderson's managed to slash their total lifetime taxes by a jaw-dropping $643,882.
Not only that, but they also saw an increase to their total investment assets, boosting them by an astounding $1,610,872 over their lifetime.
(Note, this is just a hypothetical case study)
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