Deconstructing Roth IRA Conversions: Myth vs. Reality Paperback – January 16, 2026

This groundbreaking book will dispel the myths and allow readers to make informed conversion decisions.Covered in the book are the following and more!Bad Advisors: How their advice can cost you dearlyOver 30 variables you need to accurately run conversion numbersLaws, rules, and regulations that affect conversionsTop 13 factors that determine the success rate of conversionsUnderstanding IRMAARoth conversion design strategiesLegacy planning...why the biggest conversion benefit may go to your heirsRoth conversion strategies to stay away fromAdvice specifically for IRA millionairesABOUT THE AUTHORS:Roccy DeFrancesco, JD, CWPP, CAPP, CMP, CRCS is the nation’s leading trainerof advanced planning concepts for financial, insurance, mortgage, accounting, and legalprofessionals. This is book number 13 for Roccy and one he worked on with Lauren for overa year. To write the book he had to literally create a program to run accurate numbers.He believes the time and money invested to write the book and software is worth it soreaders can make informed decisions on one of the most important decisions of their lives.Lauren DeFrancesco, MS, CAPP, CRCS earned a bachelor’s degree in computer scienceand cybersecurity, a master’s in engineering, science, and technology entrepreneurship,and spent over three years splitting time at KPMG and PwC. Lauren’s work is driven by acommitment to replacing rules of thumb with transparent analysis so advisors and consumerscan better understand the long-term impact of their retirement planning decisions andspecifically Roth IRA conversions. Read more