8-1-26 Roth Conversions: How to Avoid Costly Tax & Medicare Mistakes in Retirement

from Straight Talk on Retirement with JBL Financial · host JBL Financial

Is a Roth conversion the right move for your retirement plan? The Retirement Coaches discuss how Roth conversions can help reduce future taxes—but only when they're done strategically. They explain how tax brackets, Medicare IRMAA surcharges, required minimum distributions (RMDs), and cash flow all work together when evaluating a conversion strategy.

Episode metadata supplied by the publisher feed · Published Aug 1, 2026

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8-1-26 Roth Conversions: How to Avoid Costly Tax & Medicare Mistakes in Retirement

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This episode is 1 hour and 56 minutes long.

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This episode was published on August 1, 2026.

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