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Teaching Advisors the Right Way to Roth

Neil Wilding

Neil is a nationally recognized expert and speaker on positioning and structuring Roth conversions in today's tax environment.
Contact Neil See Neil's Work Read Neil's Books →
Neil Wilding Neil Wilding

Neil has trained advisors at the industry's
top IMOs and organizations

Share Neil's Expertise with Your Audience

Taxes. IRMAA. Widow's Penalty. 10-Year Tax Trap.

Help your audience understand how to build and balance a successful retirement plan.

  • Neil Wilding is the nation's leading expert on structuring tax-free strategies in retirement. He has taught thousands of our industry's top advisors how to attract new clients and new wallet-share with income, tax and legacy strategies.
  • As a Roth conversion expert speaker, Neil brings this same training directly to the stage for advisor and client audiences nationwide.

Signature Speaking Topics

Roth Conversions, Structured Right

A practical framework for positioning and staging Roth conversions so the math, and the client's confidence in it, hold up.

Tax-Free Retirement Income Speaker Session

How to build a retirement income plan around a known tax rate today instead of guessing at an unknown rate tomorrow.

IRMAA, the Widow's Penalty, and the 10-Year Tax Trap

IRMAA, the Widow's Penalty, and the 10-Year Tax Trap

Roth Conversion Training for Financial Advisors

A hands-on training session for IMOs and carrier audiences on positioning Roth conversions as a repeatable part of every planning conversation.

Session Formats

Keynote addresses

high-impact presentations on Roth conversions and tax-efficient income planning, built for large advisor audiences.

Advisor and client presentations

seminars, workshops, and training sessions built around real-world strategies and examples.

Podcast, TV, and media appearances

audience-friendly insights with clear messaging and strong storytelling.

Why Book Neil

  • Trained 8,000+ independent financial advisors on Roth conversion and tax-free income strategy.
  • Co-author of four industry retirement tax books, including The Road Less Taxed.
  • His Roth conversion framework has informed 214,000+ client-facing reports run through Stonewood's software.
  • Seen on stages hosted by SMS, CreativeOne, Advisors Excel, NAIFA, Symetra, Insurmark, Allianz, and Midland.
Contact Neil

Thought Leadership

As the nation's top thought-leader on structuring and positioning tax-free income strategies, Neil has co-authored multiple industry-leading books. You can request a copy of his books here.

The Road Less Taxed (Neil's newest book)

Helping savers outsmart the tax risk coming from Washington and take control of their retirement.

The No-Compromise Retirement Plan

Helping Baby Boomers understand the value of tax-free income in retirement.

The New Holistic Retirement

Offering a new approach to retirement saving that mitigates tax, income, and legislative risk.

The New Rules of Retirement Saving

Giving today's active savers a new framework for minimizing taxes as they save.

Let's Work Together!

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How to Book Neil

  • Tell us about your event: share the audience, format, and topics through the speaker inquiry form.
  • We help match Neil to your audience and goals.
  • Work with Neil to shape the session for your conference, training, client event, or media segment.
  • Bring proven expertise to the stage: your audience leaves with clarity, credibility, and ideas they can act on.
Book Now