Is a Roth conversion really the golden ticket for your retirement—or could it backfire if you don’t plan carefully? This episode of Retirement Simplified with Peter Laliberte breaks down why Roth conversions aren’t a DIY project, how new tax laws and deductions affect your strategy, and why timing and income levels matter more than ever. Learn the risks of converting too much, the hidden costs that can impact Medicare and taxes, and why a personalized approach is key to making the most of today’s historically low tax rates. Ready to connect with Peter? Contact him here. Facebook | LinkedInSee omnystudio.com/listener for privacy information.

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