We help our clients avoid huge tax bills in retirement.

And it only takes 30 minutes to find out how much you could save.

Many retirees want protection from the impact of taxes on their retirement accounts. Here's why:

  • They understand that their hard-earned savings is typically in a 401(k) or traditional IRA, which are subject to taxes.

  • Government regulators are likely to raise tax rates even higher in the future, which makes many retirees to want to act now.

  • Because of this, financial advisors typically recommend a Roth conversion, where you pay taxes now instead of later.

But Roth conversions often force retirees to pay huge immediate tax bills - often cutting out a major chunk of their retirement dollars.

What if there was a better way?

Introducing the Roth Conversion Alternative - a new solution to retirement planning that's been an absolute home run for many retirees. Not many retirees know about this powerful strategy. It's never been easier to see if it will work for you.

A Roth conversion can cost retirees huge tax bills.

My job is to make sure you have the right strategy in place so you don't overpay.

I'm Steve Landersman, a financial planner for 35 years and owner of Unifi Advisors. My firm specializes in building tax-smart plans for our clients to help them minimize the impact of taxes as much as possible.

Steve Landersman, CFP®, Financial Planner for 35 Years, Owner of Unifi Advisors

Our Roth Conversion Alternative allows you to:

  • Pay $0 out of pocket for income taxes

  • Maintain interest earning power on conversion taxes you would've paid on a Roth conversion

  • The opportunity to earn even more interest and generate supplemental income - potentially tax-free

Find out how much you could potentially save with a complimentary analysis from our team.

It takes 30 minutes to determine if this solution is right for you. No catch or commitment required.

Avoid huge tax bills, keep more of what's yours, and live the retirement you want.

Advisory services provided by NewEdge Advisors, LLC doing business as Unifi Advisors LLC, as a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, Inc. are wholly owned subsidiaries of NewEdge Capital Group, LLC.

NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.

The content of this website is developed from resources believed to provide accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.