Let’s talk about minimizing taxes in retirement.
Taxes now and in the future are a huge part of retirement planning success. Many people save their retirement monies into a pre-tax account, which means you will pay taxes on any withdrawals in the future.
Roth conversion planning allows you to pay the taxes now—possibly spreading them out—and avoid taxes on some of your retirement withdrawals in the future.
In this episode I will explain: what is a Roth conversion, when it makes sense to implement and how to do so effectively, and illustrate the power of Roth money in retirement.
Here is our free Roth Conversion Guide that I discuss in the video.
If you enjoy this podcast, please subscribe, rate, and review us on your favorite podcast platform, as it helps us reach more people who can benefit from our content. Also, don’t forget to follow us on YouTube, Twitter, Instagram, and here on Substack for updates, additional resources, and to join our community of like-minded individuals who are all working towards the same goal of financial freedom.