Roth Conversion Strategies: Build Wealth for Your Family, Not the IRS episode artwork

EPISODE · May 28, 2025 · 11 MIN

Roth Conversion Strategies: Build Wealth for Your Family, Not the IRS

from Don't F-Up Your Retirement: You Built It. Don't Let Retirement Break It. · host Bonfire Financial | Brian Colvert CFP®

Most people think Roth conversions are just a retirement tax move. In reality, they can be one of the most powerful estate planning tools available. In this episode, we break down how a well-timed Roth conversion can help your family avoid a massive tax bill, and why paying a little now could save your family a lot later. If you’re serious about leaving a legacy (not a tax mess), this one’s for you.Full show notes:  https://www.bonfirefinancial.com/roth-conversion-strategiesTo learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.comDisclosure: https://www.bonfirefinancial.com/disclosure

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Roth Conversion Strategies: Build Wealth for Your Family, Not the IRS

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