{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Retirement Tax Matters | Advanced Tax Planning for High-Net-Worth Retirees","title":"How to Determine the Best Way to Pay Federal Taxes on Large Roth Conversions | Episode 22","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/8f507358\"></iframe>","width":"100%","height":180,"duration":1513,"description":"If you have decided that 2026 is the year to execute a large Roth conversion, you might be wondering about the mechanics of the tax bill. In Episode 22, Garrett Crawford, CFP® professional, and Adam Reed break down the three primary ways to pay the IRS: the simple way, the efficient way, and the strategic way. We explain why high-net-worth retirees with assets between $2M and $8M should typically avoid federal withholding to keep their tax-free growth engine at full capacity.\n\nFree Resource for High-Net-Worth Retirees:\nYear-End Tax Planning Checklist for HNW Retirees\n\nTimestamps:\n(00:00) - Intro\n(01:30) - Roth Conversions How To\n(03:50) -Withholding vs Estimated Payment\n(08:50) - 59 1/2 Penalty\n(09:45) - Utilize the Brokerage Account\n(17:05) - Concerns with Estimated Payments\n(22:15) - Conclusion\n(24:46) - Outro\n\nDisclosures:\nwww.retirementtaxmatters.com/disclosures","thumbnail_url":"https://img.transistorcdn.com/QMBp4ueQC8kgGJT6p5R0uXjrbcTiKAgi9QK0kiNMFPA/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8wYzY3/YjA3YWZlMmM4NTRl/ZTkwNWI5NTYyYTZm/NmQzZi5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}