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Roth Conversions: Timing Is Everything for Your Retirement Taxes

Roth Conversions: Timing Is Everything for Your Retirement Taxes

The Retirement Solution · Jon Hicks

November 18, 202513m 10s

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Show Notes

Are you prepared for the tax surprises waiting in retirement? Financial advisor Jon Hicks unpacks the complexities of Roth conversions, required minimum distributions, and strategies for managing your tax burden as you approach age 73. Learn how timing, income streams, and evolving tax laws can impact your retirement savings. Real stories and practical analysis reveal why understanding these moves is crucial for anyone planning their financial future.

 

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Topics

Roth conversionretirement planningrequired minimum distributionstax strategyfinancial advisorretirement savingsincome streamsretirementfinancial planning