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Roth Conversions: The Do’s, Don’ts, and How to Get the IRS Out of Your Retirement episode artwork

EPISODE · Jul 11, 2025 · 50 MIN

Roth Conversions: The Do’s, Don’ts, and How to Get the IRS Out of Your Retirement

from Cover Your Assets with Logan and Don · host Sun Valley Wealth

This episode breaks down exactly how to time and structure a Roth conversion so it works for you — not the government. Logan and Don outline the biggest mistakes people make and how to avoid them. It is your money, your rules — learn how to keep it that way.

What this episode covers

This episode breaks down exactly how to time and structure a Roth conversion so it works for you — not the government. Logan and Don outline the biggest mistakes people make and how to avoid them. It is your money, your rules — learn how to keep it that way.

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Roth Conversions: The Do’s, Don’ts, and How to Get the IRS Out of Your Retirement

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Frequently Asked Questions

How long is this episode of Cover Your Assets with Logan and Don?

This episode is 50 minutes long.

When was this Cover Your Assets with Logan and Don episode published?

This episode was published on July 11, 2025.

What is this episode about?

This episode breaks down exactly how to time and structure a Roth conversion so it works for you — not the government. Logan and Don outline the biggest mistakes people make and how to avoid them. It is your money, your rules — learn how to keep it...

Can I download this Cover Your Assets with Logan and Don episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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