35 - How and why to do a Roth conversion

Unravel the complexities of Roth Conversions in this episode where we take a deep dive into the world of tax planning. Learn about the benefits, pitfalls, and strategies of Roth conversions, and how to leverage them for a more financially secure future. Get insights from a case study and understand how proactive tax planning can save you millions in taxes. This episode is a must-listen for anyone considering Roth conversions or those simply looking to optimize their retirement savings! Resources IRS uniform lifetime table Future value calculator Vanguard data on historical rate of return Medicare IRMAA information