EPISODE · Jun 20, 2025 · 50 MIN
The Roth Conversion Reality Check
from Cover Your Assets with Logan and Don · host Sun Valley Wealth
Everyone talks about Roths, few understand them. Logan and Don reveal how bonuses, surrender schedules, and timing really work — and when a conversion makes sense for you. Learn how to beat the IRS at its own game by doing the math, not guessing. This is how smart retirees keep what they earn.
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This episode was published on June 20, 2025.
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