Plan Before You Convert

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This episode is 1 hour and 4 minutes long.

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This episode was published on October 2, 2026.

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from Tax Pros Unplugged · host Kelly Bender & Jared Foos

In this episode, Jared and Kelly delve into the complexities of Roth conversions, exploring strategies, pitfalls, and the importance of proactive planning for different life stages. They emphasize the need for financial professionals to ask the right questions early and to consider personalized scenarios to optimize tax outcomes. "Once you put it in, it's never taxed again" "There's a massive wave of old money coming" "Ask better questions early in the planning process"

Episode metadata supplied by the publisher feed · Published Oct 2, 2026

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Plan Before You Convert

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