EPISODE · Apr 5, 2025 · 53 MIN
Roth Conversions: Beat the IRS Before It Beats You
from Cover Your Assets with Logan and Don · host Sun Valley Wealth
Roth conversions are not a trend—they are a weapon. Logan and Don break down how to outsmart future tax hikes, when to convert, and how to do it without triggering unnecessary penalties. Learn how to take control now so your retirement income stays yours, not the government’s.
What this episode covers
Roth conversions are not a trend—they are a weapon. Logan and Don break down how to outsmart future tax hikes, when to convert, and how to do it without triggering unnecessary penalties. Learn how to take control now so your retirement income stays yours, not the government’s.
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Roth Conversions: Beat the IRS Before It Beats You
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