EPISODE · May 30, 2026 · 55 MIN
Roth Conversions 2.0
from Retire Right with Alan Becker · host Alan Becker
Is the new "retirement magic number" actually within reach—or just a moving target? Discover why even savvy retirees are rethinking Roth conversions, and how one wrong move could unexpectedly spike your Medicare premiums. Alan Becker and Nikki Vivas unravel the shifting landscape of retirement planning, exploring overlooked strategies, new challenges, and why the right long-term plan can help you steer clear of costly surprises. This episode offers candid insights into the emotions and complexities behind legacy, income, and tax efficiency—without giving away all the answers.On this episode of "Retire Right with Alan Becker," Alan and the Retirement Solutions Group team break down essential retirement planning topics, including taxes, Social Security, long-term care, and market trends. Discover actionable strategies and real-life advice to help you navigate the complexities of retirement.Whether you’re planning for the future or managing your retirement right now, you’ll find valuable tips to help you retire with confidence.
What this episode covers
Is the new "retirement magic number" actually within reach—or just a moving target? Discover why even savvy retirees are rethinking Roth conversions, and how one wrong move could unexpectedly spike your Medicare premiums. Alan Becker and Nikki Vivas unravel the shifting landscape of retirement planning, exploring overlooked strategies, new challenges, and why the right long-term plan can help you steer clear of costly surprises. This episode offers candid insights into the emotions and complexities behind legacy, income, and tax efficiency—without giving away all the answers.On this episode of "Retire Right with Alan Becker," Alan and the Retirement Solutions Group team break down essential retirement planning topics, including taxes, Social Security, long-term care, and market trends. Discover actionable strategies and real-life advice to help you navigate the complexities of retirement.Whether you’re planning for the future or managing your retirement right now, you’ll find valuable tips to help you retire with confidence.
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Roth Conversions 2.0
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