The episode of "My Money is Safe" hosted by Greg Elie of the Prosperity Group, featuring co-host Patti Jaynes, focuses on timely Roth IRA and Roth conversion strategies for 2026. Greg highlights a limited-window opportunity—roughly two months from the show's airing—for individuals, particularly retirees with substantial funds in traditional IRAs or 401(k)s, to convert portions to Roth accounts. This allows tax-free growth and withdrawals in the future, avoiding the IRS as a "permanent partner" in retirement savings.

Key points include increased 2026 contribution limits (Roth IRA at $7,500, or $8,600 with catch-up for age 50+; 401(k) at $24,500 plus catch-up), and special accounts or strategies that purportedly add bonuses of 8-20% (or more) to the converted amount—described as "free money"—to help offset conversion taxes, which can be paid from pocket, covered by the account, or withdrawn immediately in some cases. Examples illustrate converting $100,000 and gaining $20,000 extra, with tax-free compounding and inheritance benefits emphasized.

The discussion stresses acting now amid potentially rising future taxes, low current brackets, and economic uncertainties (e.g., market risks, debt, dollar value, gold/silver predictions). Greg ties this to broader 2026 tax code adjustments (e.g., higher defined contribution/benefit limits) and personal anecdotes, like client cases with all-qualified money or health-related needs (e.g., nursing home doublers). He promotes Prosperity Group's services via mymoneyissafe.com, calculators, consultations (1-800-808-5514), and availability in areas like Tampa, Sarasota, Greenville, and Atlanta.

Interwoven are lighter segments (music from Greg's family, weather chat), economic/political commentary (Trump's policies, dollar devaluation theories, Kissinger clip on Trump as a "disruptor"), and warnings that tax rules are "written in pencil" and opportunities may vanish. The show urges listeners to diversify from taxable "baskets," explore Roths for tax-free legacy planning, and contact the team promptly.

The episode of "My Money is Safe" hosted by Greg Elie of the Prosperity Group, featuring co-host Patti Jaynes, focuses on timely Roth IRA and Roth conversion strategies for 2026. Greg highlights a limited-window opportunity&mdash;roughly two months from the show's airing&mdash;for individuals, particularly retirees with substantial funds in traditional IRAs or 401(k)s, to convert portions to Roth accounts. This allows tax-free growth and withdrawals in the future, avoiding the IRS as a "permanent partner" in retirement savings.
Key points include increased 2026 contribution limits (Roth IRA at $7,500, or $8,600 with catch-up for age 50+; 401(k) at $24,500 plus catch-up), and special accounts or strategies that purportedly add bonuses of 8-20% (or more) to the converted amount&mdash;described as "free money"&mdash;to help offset conversion taxes, which can be paid from pocket, covered by the account, or withdrawn immediately in some cases. Examples illustrate converting $100,000 and gaining $20,000 extra, with tax-free compounding and inheritance benefits emphasized.
The discussion stresses acting now amid potentially rising future taxes, low current brackets, and economic uncertainties (e.g., market risks, debt, dollar value, gold/silver predictions). Greg ties this to broader 2026 tax code adjustments (e.g., higher defined contribution/benefit limits) and personal anecdotes, like client cases with all-qualified money or health-related needs (e.g., nursing home doublers). He promotes Prosperity Group's services via mymoneyissafe.com, calculators, consultations (1-800-808-5514), and availability in areas like Tampa, Sarasota, Greenville, and Atlanta.
Interwoven are lighter segments (music from Greg's family, weather chat), economic/political commentary (Trump's policies, dollar devaluation theories, Kissinger clip on Trump as a "disruptor"), and warnings that tax rules are "written in pencil" and opportunities may vanish. The show urges listeners to diversify from taxable "baskets," explore Roths for tax-free legacy planning, and contact the team promptly.

Greg Elie has been serving clients and retiree’s since 1990. He is licensed in life and health insurance in the states of South Carolina, North Carolina, Florida and Tennessee. Greg is well respected in the financial industry as a Complete Advisor. Being able to help Americans save taxes and reduce their risk in their retirement portfolios is what Greg specializes in. He has helped hundreds of clients’ have a more prosperous and less stressful retirement by showing them how to safely protect their assets from nursing home, medicaid, inflation and the ups and downs of the stock market. Greg offers support to clients by providing educational workshops for civic and church groups as well as other nonprofit organizations. He has given well over several hundred workshops throughout his career. Greg resides in Greenville and have been together for over 33 years. He has four children and one grand-daughter.

Greg Elie&nbsp;has been serving clients and retiree&rsquo;s since 1990. He is licensed in life and health insurance in the states of South Carolina, North Carolina, Florida and Tennessee. Greg is well respected in the financial industry as a Complete Advisor. Being able to help Americans save taxes and reduce their risk in their retirement portfolios is what Greg specializes in.&nbsp;He has helped hundreds of clients&rsquo;&nbsp;have a more prosperous and less stressful retirement by showing them how to safely protect their assets from nursing home, medicaid, inflation and the ups and downs of the stock market.&nbsp;Greg offers support to clients by providing educational workshops for civic and church groups as well as other nonprofit organizations. He has given well over several hundred workshops throughout his career.&nbsp;Greg resides in Greenville and have been together for over 33 years. He has four children and one grand-daughter.

My Money Is Safe with Greg Elie

Greg Elie has been serving clients and retiree’s since 1990. He is licensed in life and health insurance in the states of South Carolina, North Carolina, Florida and Tennessee. Greg is well respected in the financial industry as a Complete Advisor. Being able to help Americans save taxes and reduce their risk in their retirement portfolios is what Greg specializes in. He has helped hundreds of clients’ have a more prosperous and less stressful retirement by showing them how to safely protect their assets from nursing home, medicaid, inflation and the ups and downs of the stock market. Greg offers support to clients by providing educational workshops for civic and church groups as well as other nonprofit organizations. He has given well over several hundred workshops throughout his career. Greg resides in Greenville and have been together for over 33 years. He has four children and one grand-daughter.