top of page

Neil Wilding

Training Advisors How to Roth the Right Way

Neil is the nation's leading expert on positioning and structuring Roth conversions in today's tax environment.

  • LinkedIn
Neil Speaker Page Headshot in Circle (1).png

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

SMS.png
CreativeOne.png
Advisors Excel.png
NAIFA .png
Symetra Logo .png
Insurmark.png
Allianz (1).png
Midland Logo .png
Securian.png
Gradient.png

Share Neil's Expertise with Your Audience

Taxes. IRMAA. Widow's Penalty. 10-Year Tax Trap. Does your audience understand how to balance it all in 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.

​

Neil Presenting at Innovate_edited_edite

Recent Trainings & Features

Innovate Summit Conference

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.

TRLT (3).png

*Neil's Newest Book* The Road Less Taxed

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

no COmp (1).png

The No-Compromise Retirement Plan

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

NH (2).png

The New Holistic Retirement 

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

New Rules (2).png

The New Rules of Retirement Saving

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

Image - 2026-03-10T132004.035.jpg

Connect with Neil

bottom of page