Episode 363: Roth conversion strategies across life stages

from Managing To Be Wealthy · host John E. Sestina and Company

Tax Now, Party Later. A Roth conversion is basically choosing to pay taxes now so Future You can live their best tax‑free life. In this episode, we show how it plays out in your 20s and 30s (cheap taxes!), your 40s and 50s (timing is everything), and retirement (the golden “convert before RMDs attack” window). […]

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This episode was published on June 12, 2026.

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