{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Dentists, Puns, and Money","title":"My Roth IRA Conversion - What I Learned","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/c0d68b46\"></iframe>","width":"100%","height":180,"duration":861,"description":"In this episode, Shawn Terrell discusses the importance of being your own best client or patient, and how that relates to his own personal financial situation.  He shares his experience with his own Roth IRA conversions and what he learned about timing and strategy in tax planning. As tax laws change after 2025, he provides insights on how to navigate these changes effectively to optimize tax savings.\nTakeaways\nRoth IRA conversions can be beneficial during low tax periods.\nBreak up large conversions to manage tax implications better.\nUnexpected income can complicate tax planning strategies.\nMicro engagements in tax planning can lead to significant savings.\n\n-----------------------------\nResources from Episode  \n------------------------------\nDentist Exit Planning:\n\nWebsite: dentistexit.com\nEmail Shawn at: shawn@dentistexit.com\nSchedule a Discovery Meeting\nSign-Up for Dentist Exit Email Newsletter\n-------------------------------\nFollow Dentist Exit on Social Media:\nFacebook Group for Dentists\nWatch on YouTube\nInstagram\nLinkedIn","thumbnail_url":"https://img.transistorcdn.com/n5PBTFFGHUPKSpy_q0N4BuboFA2fQUQBO0CupN679qc/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzE0MTU3LzE2NDcy/NjkzNzktYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}