EPISODE · May 29, 2026 · 55 MIN
Evict the IRS, Defuse the Tax Bomb, Build the Blueprint & Lock the Gates — Roth Conversions, Smart Income Planning & the Estate Plan Your Family Actually Needs
from Cover Your Assets with Logan and Don · host Sun Valley Wealth
Your IRA isn't all yours. The IRS is your silent partner — and they didn't ask permission. This week Logan and Don pull no punches. They're breaking down how to evict the IRS with a Roth conversion before the tax sale ends, how to build an income blueprint so you know exactly what you can spend without running out, and why skipping your estate plan doesn't protect your family — it leaves them a legal scavenger hunt while they're grieving. Taxes are on sale. The window is open. And doing nothing is still a decision — it's just the IRS's favorite one. Your family will inherit one of two things: clarity or chaos. This episode decides which.
Embed this episode
Ready to play
Evict the IRS, Defuse the Tax Bomb, Build the Blueprint & Lock the Gates — Roth Conversions, Smart Income Planning & the Estate Plan Your Family Actually Needs
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.