Unravel the complexities of Roth Conversions in this episode where we take a deep dive into the world of tax planning. Learn about the benefits, pitfalls, and strategies of Roth conversions, and how to leverage them for a more financially secure future. Get insights from a case study and understand how proactive tax planning can save you millions in taxes. This episode is a must-listen for anyone considering Roth conversions or those simply looking to optimize their retirement savings!

Resources

IRS uniform lifetime table
Future value calculator
Vanguard data on historical rate of return
Medicare IRMAA information

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