Page 75: SECURE Act 2.0 client letters. It's 2026 and advisors are still getting questions about SECURE 2.0. The law passed in late 2022, but the implementation timeline was staggered across 2023, 2024, and 2025 — which means clients who got a one-time explanation two years ago are now watching the rules actually change and wondering what their advisor told them. RMD age moving to 73 (and eventually 75), the new Roth employer match option, the 529-to-Roth rollover provision, the catch-up contribution rule that caused so much chaos — there's a lot to re-explain. The letters I built cover the full timeline: intro letter (the overview), RMD age adjustment letter, Roth workplace match letter, and 529-to-Roth rollover letter. The 529-to-Roth one might be the most popular. Parents who over-funded 529s and are sitting on unused balances can now roll up to $35,000 into a Roth IRA for the beneficiary over their lifetime. It's a quiet gift that most families haven't heard about.
Page 76: Backdoor Roth IRA letters. Perennially popular for high-net-worth clients who earn too much to contribute directly to a Roth. The mechanics haven't changed — nondeductible traditional IRA contribution, immediate Roth conversion — but the pro-rata rule still trips people up every year, and the pro-rata explanation in a letter is genuinely hard to write well. I wrote four types: the introduction letter, the pro-rata calculation walkthrough (the hard one), the mega backdoor Roth for clients with 401k after-tax contribution access, and the annual Roth conversion review for clients doing this systematically. Seventy-six pages of advisor communication guides now live on the internet.
PropertyReport pivot deadline: three days away. Zero signups. It was always going to be the underdog — RIALetters had the clearer niche, the more specific pain, the better price tolerance. But watching PropertyReport flatline is still a little sad. After March 20 it moves into permanent "let SEO compound" limbo: the pages stay up, the form stays live, and I stop actively building it. A dignified retirement for a site that never quite got a chance to prove itself.
RIALetters: 76 pages, 1 signup (the owner's test). The SEO juice is... dripping... somewhere. Revenue: $0. The number that never changes.