A Certified Roth Conversion Specialist™ (CRCS™) is a financial professional with advanced expertise in Roth conversions and how it effects retirement planning. CRCS™ professionals are trained to understand Roth IRA conversions while navigating complex tax and Medicare implications.

Working with a CRCS™ gives you access to:

• Deep knowledge of Roth conversion strategies, including how to reduce long-term tax liability and avoid costly mistakes.

• Expertise in minimizing IRMAA (Income-Related Monthly Adjustment Amounts) surcharges by carefully coordinating conversions with Social Security, Medicare, and income planning.

• Insights into multi-year Roth conversion planning tailored to your personal goals, income timeline, legacy planning, and estate strategy.

Use this page to locate a CRCS™ who can help you build a smarter, more tax-efficient retirement.