Retirement Answers

Roth conversions are a powerful tax savings tool for many retirees. There are many reasons to do Roth conversions:
  • Pay less tax now compared to the future
  • Minimize future RMDs
  • Avoid future IRMAA surcharges
  • Help avoid the Widow's Tax Trap
  • Leave tax-free assets to heirs
But mistakes can be made when doing these conversions. In this episode, Jacob shares 6 common Roth conversion mistakes to watch out for.

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What is Retirement Answers?

Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be!

The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement.

Follow along as I publish a new episode each week covering everything from retirement income planning, tax planning, Social Security, insurance planning, investing, and much more.

Here's to learning everything you need to know to live out your dream retirement!