The Roth Revolution: Why Smart Retirees Are Converting Now episode artwork

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.

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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Frequently Asked Questions

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

This episode is 49 minutes long.

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

This episode was published on July 4, 2025.

What is this episode about?

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,...

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

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