About this episode

This episode discusses the Roth conversion ladder strategy to reduce tax burdens in retirement.

Send us Fan Mail What if the biggest tax bill of your retirement is completely avoidable? If you have $1 million or more sitting in a traditional IRA or 401(k), every dollar coming out will eventually be taxed as ordinary income. The real question is when you pay — and at what rate. In this episode, we break down the Roth conversion ladder strategy and how a disciplined five-year approach can dramatically reduce your tax burden in retirement. We cover how to sequence conversions, how to avoid...

People in this episode

Host: Thomas Davies

Topics covered

• Roth conversion ladder
• tax strategy
• retirement planning
• financial wellness
• IRA
• 401(k)

Keywords

• Roth conversion
• taxes in retirement
• traditional IRA
• 401(k)
• financial strategy

Mentioned in this episode

Organizations: Davies Wealth Management

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