Five minutes · plain English · education only

Taxes always have to be paid. But not necessarily with your money.

Watch the five-minute explanation of a funded Roth conversion, shown as a hypothetical illustration, including the honest reasons it might not fit you. Then, if you want your own numbers walked through, book a complimentary strategy session below.

Hypothetical illustration. Not a quote, rate, or guarantee. Fixed indexed annuity features vary by carrier and state.

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Book your complimentary strategy session.

Thirty minutes with a licensed insurance professional team. No pressure, no obligation, plain English.

✓ Your bracket space and conversion pace, mapped to your numbers
✓ Whether a funded conversion fits you, answered plainly
✓ What this strategy cannot do, said first
✓ Your questions answered in plain English, nothing sold on the call

Why trust us? Not an insurance agency Annuity Explained is never paid a commission We'll tell you when NOT to buy Sources: FINRA · SEC · IRS · NAIC

What happens after the video.

Thirty minutes, three parts, no surprises.

You request a session

Leave your details below. You receive a confirmation by email, along with the name and background of the licensed insurance professional team you will meet.

You walk your numbers

Thirty minutes on your pre-tax balance, your bracket space, and whether a funded conversion fits your situation. Your questions, answered plainly.

You hear the honest answer

Including what this strategy cannot do. If growth is your number one goal, or the fit is wrong, you hear that first, in plain English.

Request your session

The fair question, answered up front

Is this just a way to sell an annuity?

The strategy in the film uses a fixed indexed annuity. It is simply the vehicle, and it is not for everyone. The session exists to find out whether it fits you, and the honest answer is sometimes no.

Educational only. Any guarantee discussed is backed by the claims-paying ability of the issuing insurer and is not FDIC-insured or bank-guaranteed.

Said plainly, before you book

Not for growth-first investors
Surrender periods limit access to your money for years
Growth annuities: carriers generally cap around 75% of assets
Conversions are taxable in the year converted and cannot be undone

Book the complimentary session

Before you book

The three questions everyone asks.

What does the meeting cost?

Nothing. The meeting is complimentary and there is no obligation. Annuity Explained is an educational resource and matching service, not an insurance agency, and how we're compensated never depends on you buying anything. If you ever choose to buy a product through an advisor, the advisor may be paid a commission by the insurer. Ask them exactly how they are compensated.

Am I committing to anything by booking?

No. The call is education only. No products are named, no rates are quoted, and nothing is sold. You can end the call whenever you like, and if an annuity or IUL is the wrong fit for your situation, the advisor should say so plainly. So will we.

Who will I meet with?

A licensed insurance professional team, introduced to you after you request a session. We keep identities off this page on purpose: nobody should be selling to you while you're still learning. You'll receive their names and background by email before the call.

Not ready yet? That's fine. Read the retirement tax picture, or start with what an annuity actually is.