Who Are We

We are a firm that focuses on legacy and tax planning, and have developed a revolutionary software that helps our clients to see the impact Roth Conversions can have not only on their retirement, but also on the legacy they leave behind. Roth Conversions can have an exponential effect on your legacy.

Our Story

Because It’s Time To Seek Financial Advice From Experts

Mark Koehler is not only a CPA, but also a tax attorney. He has spent many years digging into the tax code, and developing an understanding of how his clients can make the most of their situation through tax and legacy strategies including Roth IRAs.

© 2023 Integrated Roth Solutions- All Rights Reserved. We are not affiliated with the Social Security Administration, Medicare, or any government organization. Our snapshot is limited in scope, meant to be for informational purposes, and is not to be deemed as tax advice.

855-855-5290