9-27-25 - Rethinking Retirement: The Power and Pitfalls of Roth Conversions

Are you curious about how a Roth conversion could transform your retirement strategy? This week on Retire Colorado you’ll discover how moving money from a traditional IRA or 401(k) to a Roth IRA might give you powerful long-term tax advantages, greater control over your retirement income, and fewer headaches from future tax law changes.You’ll hear about the unique moments when conversion could be most beneficial, and get clear warnings about common mistakes that could leave you with unexpected tax bills or higher Medicare premiums. Wondering how much to convert, when, or if you're already behind? This episode dives into plain-language answers and practical approaches.Ready to rethink your retirement planning? Don’t miss the tips, pitfalls, and real-world scenarios—plus, we’ll reveal an often-overlooked error that could cost you thousands. Get the knowledge to make confident choices and tune in now… before your window of opportunity closes.Get a Free Copy of Josh and Alicia's Book: Click here! Schedule a Call with Josh and Alicia Today: Click here!In this episode, Josh and Alicia Lewis unpack key retirement planning topics just for Colorado listeners. Discover practical strategies for managing taxes, optimizing Social Security benefits, handling long-term care concerns, and responding to market volatility. Plus, get straightforward advice for building a well-rounded retirement plan—delivered with plenty of laughs and a relatable, friendly approach.Start your journey to a confident and fulfilling retirement today!