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Why Roth Conversions Are Everywhere—And Why Context Matters episode artwork

Apr 21, 2026 13 min

Why Roth Conversions Are Everywhere—And Why Context Matters

from The Retirement Solution

Roth conversions are everywhere right now—but few people slow down to ask why. In this episode, financial advisor Jon Hicks takes a step back to unpack what’s driving the Roth conversation and why tax structure, government debt, and long‑term planning are shaping the discussion. Jon walks through historical tax context, how changing tax brackets could affect retirees, and why timing and math matter when evaluating Roth conversions. The episode emphasizes understanding the broader tax landscape, not headlines, and explains why Roth strategies aren’t one‑size‑fits‑all. It’s a candid breakdown of the questions investors should be asking before making tax‑related decisions.

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Why Roth Conversions Are Everywhere—And Why Context Matters

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This episode was published on April 21, 2026.

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