For retirees and near retirees with IRAs or 401(k)s
A flat fee advisor can charge up to $15,000 for this plan. Yours costs a fraction of that.
Pay once, right here. Within 7 days of getting your forms, Leibel walks you through your plan.
Leibel SternbachIRS Enrolled AgentFiduciary
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Leibel walks you through your written plan, and then you have six months to use it.
If you decide it isn’t worth it to you, for any reason, just email the team.
You get 100% of your money back, with no questions asked, and you keep the book and every bonus.
Many financial advisors aren’t tax pros, and many tax pros aren’t financial advisors.
Leibel is both.
Your plan is built on your specific numbers, not a rule of thumb.
For the Smiths, a hypothetical family with a $2.4 million IRA, a Roth conversion could save up to $580,000 in taxes.
Your number could be higher, lower or negative.
Prepared for youThis written review shows what’s working in your retirement and what isn’t.
Prepared for youSee what you own and what it’s costing you, with your fees shown in dollars.
Type in a question about your plan and get an answer right away.
Leibel’s Roth book, shipped to your door, makes every number in your plan easy to follow.
They help you make smart calls on the rest of your retirement, including Social Security, taxes, estate planning and market crashes.
The courses cover taxes, investing, retirement and Social Security.
Prepared for youSee when to claim, since waiting from 62 to 70 can make your monthly check about 77% bigger.
Here’s what each part would cost on its own. You get all of it for one payment of $500.
Prepared for youPrepared for youPrepared for you
Prepared for youA custom Roth conversion plan from a flat fee advisor can cost up to $15,000.
Buy your plan right here.
Fill out an intake form and upload your documents.
The team runs your numbers and builds your plan.
Within 7 days, Leibel walks you through your written plan.
people he wants to help retire with financial security.
The banner behind him when he rang the New York Stock Exchange closing bell, February 25, 2025There are two reasons.
First, Leibel’s dad died penniless at 63, owing tens of thousands on credit cards.
Leibel founded Yields 4 U so that nobody else has to end up like that.
He believes excellent retirement planning should be available to everyone.
That’s why he priced this plan so more people can get one.
Second, once you see how good your plan is, you might want help with the rest of your retirement.
If you do, the team would be happy to help you manage your money, but there’s no pressure and no obligation.
No, you never have to open an account or move anything to Yields 4 U.
You’re covered by a six month, 100% money back guarantee, with no questions asked.
Just email the team within six months after Leibel walks you through your plan.
Within 7 days after your intake form and documents are in, Leibel walks you through your written plan.
Your most recent tax return and your latest statements for your IRAs, 401(k)s and other accounts.
The form walks you through the rest.
Yes. As a registered investment advisor, Yields 4 U is required to protect your personal and financial information.
You upload your documents to our secure cloud storage.
That’s fine. Your plan starts from where you are today, including any conversions you’ve already done, and shows how much more to convert, if any.
No. If you want help managing your money later, just ask.
For $500, you get a custom Roth conversion plan built on your numbers to help you save on your retirement taxes.
You also get seven bonuses worth over $2,200.
And you’re covered by a six month, 100% money back guarantee.