Video Library

Every lesson on the Roth Blueprint software, in course order. Your progress saves as you go.

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Start course — Roth Blueprint Basics

Section1 Roth Conversion Basics

Baseline vs Blueprint, the constraints that matter, and the language of a $100M practice.

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1

Roth Blueprint Basics

10:58
2

What is a Roth Conversion — Baseline vs Blueprint

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3

Constraints — Marginal Tax Bracket Management

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4

100M Vocabulary

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Section2 Marketing

Seminar presentation and field marketing materials.

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1

Virtual Marketing Mechanics

11:08
2

Seminar Presentation

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