Tax-Free Retirement Income

Contact Us

What is Rothtirement?

At Rothtirement, we help retirees and pre-retirees reduce taxes, secure guaranteed income, and protect their wealth. Our team specializes in Roth conversions, annuities, retirement income planning, and insurance solutions. We design customized reports that show you how to minimize taxes, avoid unnecessary RMDs, and build a secure retirement future.

Upcoming Classes

  • 11/10: South Star Bank

  • 11/17: Texas State University

  • 111/20: Georgetown Library

  • 12/16: South Star Bank

How We Can Help

  • Clarity : We break it down into simple, clear insights you can actually use.

  • Confidence: We show you exactly how each choice affects your monthly check, lifetime payout, and long-term financial stability.

  • Strategies That Maximize Your Money: Your report reveals hidden filing opportunities and tax-smart filing options.

  • Protection from Common Mistakes: We help you avoid the missteps that can cost you thousands over your lifetime.