Your Retirement Blueprint with Michael
16 - Roth Conversion Timing Strategies: Tax Planning and Retirement Windows Explained
08 Dec 2025
Maximize your retirement savings with smart Roth conversion strategies. In this episode, Certified Financial Planner Michael explains how to convert pre‑tax retirement accounts into a Roth IRA for tax‑free growth and withdrawals. Learn the best timing windows — from retirement gap years to market downturns — and how to avoid costly mistakes like Medicare IRMA surcharges and bracket creep. Discover how Roth conversions can reduce future RMDs, lower lifetime taxes, and create a more tax‑efficient inheritance for your heirs. Whether you’re planning for retirement, managing estate taxes, or exploring charitable giving strategies, this episode offers actionable insights to help you protect your wealth and legacy.Free Consultation with Michael: https://forms.gle/9s8innFwpXtWEJW3A
No persons identified in this episode.
This episode hasn't been transcribed yet
Help us prioritize this episode for transcription by upvoting it.
Popular episodes get transcribed faster
Other recent transcribed episodes
Transcribed and ready to explore now
SpaceX Said to Pursue 2026 IPO
10 Dec 2025
Bloomberg Tech
Don’t Call It a Comeback
10 Dec 2025
Motley Fool Money
Japan Claims AGI, Pentagon Adopts Gemini, and MIT Designs New Medicines
10 Dec 2025
The Daily AI Show
Eric Larsen on the emergence and potential of AI in healthcare
10 Dec 2025
McKinsey on Healthcare
What it will take for AI to scale (energy, compute, talent)
10 Dec 2025
Azeem Azhar's Exponential View
Reducing Burnout and Boosting Revenue in ASCs
10 Dec 2025
Becker’s Healthcare -- Spine and Orthopedic Podcast