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.
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The Roth Revolution: Why Smart Retirees Are Converting Now
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This episode was published on July 4, 2025.
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