Build Lasting, Tax-Free Income
Educational Roth Conversion Workshop In Buda, TX
Date: April 15th @ 11:30 AM
Location: 405 E. Loop Street, Buda, TX 78610
Cost: FREE (RSVP Required)
We are not affiliated with any government agency, this class is for information purposes only. Please always consult with your tax legal financial professional. This event is not sponsored, affiliated, or endorsed by the City of Buda
This is NOT
A product or sales pitch
A bait and switch
A timeshare presentation lol
This class is educational and non-biased. We are not affiliated with any government agency, the content of the class contains opinions by the speakers. We do not give Tax Advice, Legal or financial advice, you should also seek a certified professional.
To Roth or Not to Roth
Many of our instructor are Certified Financial Fiduciaries, Tax Professionals, and have industry experiences of over 20+ years.
What You’ll Learn
How Roth Conversions Actually work-The pros and cons
How “The Big Beautiful Bill” affects retirement income planning
The 6 tax ramifications of not converting
About Your Host
Hi I’m Ryan Bartels,
Ryan Bartels resides in the heart of Texas, where he leverages his expertise as a Licensed Life and Health Insurance Agent to safeguard the futures of retirees. As a holder of the esteemed National Social Security Advisor (NSSA®), and Long Term Care Professional (LTCP) designations, Ryan is uniquely qualified to assist retirees and their families in navigating the often complex landscape of retirement and long-term care planning.
Fueled by his personal experiences, Ryan is deeply committed to helping families avoid the stress of unplanned financial responsibilities in retirement. He believes that no family should have to lose sleep over financial security, especially during the vulnerable years of an individual's life. With this in mind, Ryan has dedicated himself to educating others about the importance of comprehensive retirement planning, including optimizing Social Security benefits, preparing for long-term care costs, and protecting assets against unforeseen challenges.
I look forward to meeting you!
Hundreds Of 5+ Star Reviews On Google
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Janix Barbosa
“Trustworthy, kind, and deeply principled, Roy is more than a mentor; he is a guide and a role model.”
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Kednol Ray
“Your professionalism, patience, and knowledge made the process much easier and less stressful for me. Because of your help, I feel confident and secure entering this new chapter of my life."
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Ashvin Patel
"I was very much impressed with his detailed oriented approach. Also I didn’t feel any pressure to sign up with him. He was very helpful."
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Richard Alvarez
“Roy Snarr and Team are the epitome of professionalism, by far one of the best companies I’ve ever worked with.”
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Nancy Everist
“Our experience with Roy Snarr and his team has been exceptional! The combination of brilliant minds, professionalism, integrity and a heap of patient has helped us navigate an otherwise overwhelming process.'“
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Sibylle Naumer-Belcher
“The level of honesty and compassion for my situation is so valuable and appreciated. It’s hard to find people you can trust these days and I felt completely at ease to trust them in guiding me through the investment decisions.”
FAQs
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We are not affiliated with any government agency, we are an educational and advisory service. We do not give Tax Advice, Legal or financial advice, you should also seek a certified professional.
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Yes! This class is educational and non-biased. You will be able to ask questions and get them answered on the spot by our certified expert instructors. Many of our instructor are Certified Financial Fiduciaries, Tax Professionals, and have industry experiences of over 20+ years.
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The class is one hour long. We provide water and snacks.
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No, this is not a sales gimmick or timeshare presentation. Our classes are completely free and meant to solely be educational and informative.