EPISODE · Jul 4, 2025 · 49 MIN
The Roth Revolution: Why Smart Retirees Are Converting Now
from Cover Your Assets with Logan and Don · host Sun Valley Wealth
Roth conversions are exploding in popularity — but only if done right. Logan and Don reveal how to lock in today’s low tax rates, avoid Medicare pitfalls, and pass more tax-free money to your heirs. The window for strategic conversions is shrinking, and this episode shows you how to use it before it closes.
What this episode covers
Roth conversions are exploding in popularity — but only if done right. Logan and Don reveal how to lock in today’s low tax rates, avoid Medicare pitfalls, and pass more tax-free money to your heirs. The window for strategic conversions is shrinking, and this episode shows you how to use it before it closes.
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The Roth Revolution: Why Smart Retirees Are Converting Now
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