Converting your traditional IRA to a Roth IRA is a brilliant way to secure tax-free income in retirement, but it comes with a massive upfront tax bill. What if you could use "free money" from an insurance company to instantly replenish the cash you lost to the IRS?

In this video, Shawn Plummer from The Annuity Expert breaks down exactly how to use a Bonus Annuity to offset the taxes on a Roth conversion. Shawn explains how specific Fixed Index Annuities (FIAs) offer guaranteed upfront premium bonuses ranging from 20% up to 29%.

You will see the live math on how transferring your after-tax conversion funds into one of these annuities instantly boosts your account value right back up. Shawn also explains the IRS 5-year Roth rule, how to automate "gradual" conversions over a 10-year period, and how to eventually turn these funds into a g ...