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 episode artwork

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.

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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

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This episode was published on May 29, 2026.

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