EPISODE · Jun 1, 2026 · 17 MIN
387 \\ The $1 Million Roth Conversion Mistake Most Business Owners Make
from SMALL BUSINESS FINANCE – Your Guide to Business Tax Planning & CPA Tax Advice · host Tiffany Phillips, CPA & Small Business Tax Strategist
What if waiting just a few years could cost you over $1 million in retirement wealth? In this episode, Tiffany breaks down one of the biggest Roth conversion mistakes business owners make—and why timing matters more than most people think. You'll learn how Roth conversions work, when they can create major tax savings, and why waiting until retirement may not be the best move. Tiffany also shares important tax planning insights, common mistakes to avoid, and smart strategies that could help you build more tax-free wealth over time.
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387 \\ The $1 Million Roth Conversion Mistake Most Business Owners Make
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