Are you interested in converting your 401k or IRA to a Roth IRA to provide Guaranteed Tax Free Income for life?
Take control of your retirement. Enjoy tax-free income, eliminate forced withdrawals, and create a guaranteed income stream you can’t outlive—starting today.
Call (281) 468-1280
The Truth About Your 401(k):
It’s Not as Secure as You Think
If your retirement savings are locked in a traditional 401(k), you could face:
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Unexpected taxes when you withdraw your money
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Required Minimum Distributions (RMDs) that force withdrawals whether you need the money or not
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Exposure to higher tax brackets in the future as rates rise
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Limited flexibility in how your income is structured in retirement
The result? Less control, less predictability, and a lot more stress in retirement.
But there’s a smarter path: converting your 401(k) to a Roth IRA with a guaranteed income strategy.
Why Converting to a Roth IRA Can Transform Your Retirement
✓ Tax-Free Income for Life
Once converted, your Roth IRA grows and pays out income completely tax-free—for the rest of your life.
✓ No Required Minimum Distributions (RMDs)
Roth IRAs aren’t subject to RMDs, so you control when and how much you withdraw.
✓Lock in Today’s Lower Tax Rates
Taxes are likely to rise. Converting now lets you pay taxes on your terms—while rates are still historically low.
✓Smart Legacy Planning
Leave your family a tax-free gift. Roth IRA assets pass to heirs with zero income tax.
✓Guaranteed Income Option
Structure your Roth to pay out income that’s guaranteed for life, no matter how long you live.
“I didn’t know I could convert part of my 401(k) into tax-free income. Now, I have peace of mind knowing my retirement plan is working smarter.”
– David, 62, Florida
Trusted by Savvy
Retirees Nationwide
We’ve helped hundreds of individuals and couples across the U.S. secure guaranteed, tax-free income through strategic Roth IRA conversions.
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20+ years in retirement planning
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Specialists in tax-efficient rollover strategies
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Compliant with latest IRS rollover and Roth conversion rules
Our Proven Process
Here’s how we help you make a smart, stress-free Roth IRA conversion:
Step 1: Complimentary 401(k) Review
We’ll assess your current plan to see if you’re eligible to convert to a Roth IRA or use an in-plan Roth option.
Step 2: Tax Impact Analysis
We calculate the tax cost and help you choose the best timing—like during a market dip or low-income year—to reduce your tax bill.
Step 3: Seamless Roth Conversion
We handle the paperwork and coordinate the transfer to avoid withholding mistakes or penalties.
Step 4: Build Guaranteed Income
We design a withdrawal strategy—or annuity-backed income—that lasts your lifetime and stays tax-free.
🛡 All while staying compliant with IRS rollover rules and protecting your savings.
Ready to Convert Your 401(k) into Tax-Free Income for Life?
This could be the most valuable financial move you make this year. Let’s make sure you do it right. By submitting your request, you are accepting a 10 minute phone conversation with Bob Anastas, Founder of Protective Planning Concepts, will be calling you from a 203 area code to discuss your request.