One of the Fastest Ways to Accumulate Substantial Tax-Free Wealth for High-Income Earners 

The Mega Back-Door Roth

You Guessed It, The Roth Account.

Why a Roth Account?

Eliminate Taxation From Your Retirement

Current Tax Rates Are Low

Tax-Free Forever

No Early Withdrawal Penalty on Contributions

If you think future taxes will be higher than today's taxes, it is in your best interest to contribute to a Roth over a Traditional Retirement Account.

If you need to access your money, you don't have to wait until age 59.5 to withdrawal contributions penalty-free. Barring certain exceptions, in a traditional IRA, you are subject to a 10% early withdrawal penalty if you access the money before age 59.5.

At the time of your passing, Roth accounts are completely tax-free to your beneficiaries forever. Traditional retirement accounts are taxed at ordinary income to your non-spouse beneficiary. The Roth could create up to 50% more after-tax inheritance to your loved ones.

About The Advisor

A Guide To Contributing Over $60,000 Per Year Into a Roth IRA, No Matter What Your Income Level Is!

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Maximize Your Tax-Free Wealth Today

Dave Alison
But You Can't Directly Contribute if You and Your Spouse Earn More Than $204k of Income
So How Do High-Income Earners Accumulate Tax-Free Assets?
You May Have Heard of a Back-Door Roth IRA Strategy. 
But That Strategy Only Allows You To Contribute $6,000/Year...
Let Us Show You How To Use IRS Notice 2014-54 To Contribute Over $60,000 / Year per person Into a Roth Account

Dave Alison is a nationally recognized advisor with a passion to make clients’ financial lives easier through integrated holistic wealth management. 

Dave has become a thought-leader, speaker, and industry trainer on holistic financial planning including specializations in the coordination of taxation and financial planning, equity compensation such as NQSOs, ISOs, RSUs, Founder's Stock, and ESPPs, and retirement income distribution planning. His professional capabilities to engineer advanced financial, tax, investment, insurance and estate planning needs into one holistic plan led him to found Alison Wealth Management.

Dave's personal experience helping his brother navigate the complex financial decisions that arose from being the CTO and Founder of a tech startup which was eventually purchased by Facebook led him to open Alison Wealth Management's Palo Alto office to help others with similar opportunities or challenges. 

Today at Alison Wealth Management, we deliver comprehensive wealth management to a broad range of clients, including founders, early stage employees with private equity grants, or executives, managers, and engineers at the world's leading public tech companies, as well as individuals who have achieved the financial freedom of retirement (which for many of our client's is an early retirement). 

Alison Wealth Management has offices in Palo Alto, CA, Mount Pleasant, SC (Charleston Area) and Littleton, MA. Alison Wealth Management serves client's all over the United States by offering virtual meetings.

To validate his commitment to furthering his education and competency in the advice he provides, Dave has earned a Bachelor of Science in Finance, the CERTIFIED FINANCIAL PLANNER™ designation, Enrolled Agent, Certified Financial Fiduciary® designation, Series 65 - Uniform Investment Adviser Law Examination, Bucket Plan Certified™ designation, as well as the Life, Health, and Variable Annuity licenses. 

In addition to Alison Wealth Management, Dave is the founding partner of a national financial services company with a vision to help financial advisors across the United States deliver a better financial planning & investment experience to their clients. Under his leadership over the last 10 years, that company has grown into a highly respected enterprise of companies supporting hundreds of financial advisor offices nationwide. Dave currently serves as the President of Prosperity Capital Advisors and Valor Capital Management, two SEC Registered Investment Advisory firms with offices around the country.

Dave also serves as a mentor and trainer to hundreds of financial planners, CPAs and estate planning attorneys as well as a frequent speaker at industry conferences through the United States. He is regularly called upon as a public speaker and by the media to share his knowledge on holistic financial planning, including Bloomberg, MarketWatch, Forbes, Investor’s Business Daily, US News and World Report, Financial Planning Magazine and more.

About Alison Wealth Management

Send Me The Guide!

We help people build and protect their wealth by engineering & actively managing their taxes and investments.

At Alison Wealth Management, we bring all the services together so you don’t have to--helping you live your best life.

The road leading to your financial independence can be a bumpy one. Proper navigation is critical to reaching your ultimate destination – a secure and well-coordinated retirement.

Our team takes a holistic approach to financial planning. We try to help maximize your life-savings to accomplish your unique goals by coordinating all critical areas of your financial life, including:

Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Alison Wealth Management and PCA are separate, non-affiliated entities. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. © 2018 Alison Wealth Management 2016-2018 Alison Wealth Management.


888-617-9422Send Me The Guide!650-617-3402

Alison Wealth Management

530 Lytton Ave, Fl. 2

Palo Alto, CA 94301

Want to know the best investment account to eliminate future taxes for high income earners?

CERTIFIED FINANCIAL PLANNER™ 
CERTIFIED FINANCIAL FIDUCIARY®
ENROLLED AGENT
  • Comprehensive Financial Planning
  • Investment Management
  • Tax Planning & Preparation
  • Insurance
  • Compensation Planning
  • Estate Planning
  • Social Security strategies
  • Medicare