Downloaded the Roth Guide? Here’s What to Do Next

If you’ve already downloaded the 2026 Roth Decision Guide, you’re ahead of most savers. But reading about Roth strategies and actually implementing the right one are two very different things.

A lot of people stop at information.
The real benefit comes from turning that clarity into action.

Three things to do after you download the guide

1. Fill out the One-Page Roth Planner
This page brings your numbers together — income, tax bracket, IRA balances, and timing. It quickly shows whether you’re dealing with a simple contribution or a more complex planning situation.

2. Look for red flags
Do you have pre-tax IRAs?
Are you near a Medicare threshold?
Are you unsure which bracket you’re filling?

Those are signs it’s worth slowing down and double-checking your plan.

3. Get a second set of eyes
A short Roth Strategy Call can help you confirm whether your plan is clean, tax-efficient, and aligned with the retirement income you want.

Why this matters

Roth decisions can’t be undone easily.
Once you contribute, convert, or backdoor, the tax outcome is locked in.

That’s why many Tampa Bay families use a quick strategy check before moving money — not because it’s complicated, but because it’s important.

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If you’ve downloaded the guide, the next smart step is simple:

👉 Book a Roth Strategy Call
We’ll review your numbers, your guide answers, and your best 2026 move.