Welcome to your exclusive resource center.
Here you’ll find worksheets and planning tools designed to help you put the Smart Roth Series strategies into action.
📘 Smart Roth Foundation (S1)
Use the password provided in your book to unlock the Smart Roth Foundation Planner Sheet — a simple, practical tool to assess your account mix, set diversification targets, and track annual conversions.
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🔒 How Access Works
- Each worksheet is password‑protected.
- Use the password provided in your book to unlock the page.
- Once inside, you’ll find the download link and optional signup form for future updates.
🌱 Future Resources
This hub will expand as new tools are released. For now, S1 is live — more may be added with S2 and S3.