Why Your Retirement Plan Needs a Strategist, Not Just a CPA

from The Big Easy Finance Show with Robert Tanner · host Robert Tanner

What if your retirement plan is missing the one thing that could save you thousands in taxes? In this episode, Robert Tanner breaks down the pros and cons of MIGAs, Roth conversions, and tax-free strategies that go beyond traditional advice. Learn how to lock in your lifestyle, avoid overpaying taxes, and build a retirement plan that lasts 30+ years. Whether you're a retiree or business owner, this conversation could reshape how you think about financial planning. Tune in to The BIG Easy Finance Show with Robert Tanner, brought to you by Integrity Financial Business & Corporate Service, every Sunday at 6:00 PM on 99.5fm WRNO. Visit www.bigeasyfinancial.com for more details and to book a complimentary consultation with Robert Tanner.See omnystudio.com/listener for privacy information.

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This episode is 31 minutes long.

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This episode was published on August 12, 2025.

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