Most people think of April 15th as Tax Day, but strategic retirement planning means thinking about taxes year-round. One of the most powerful tools in your retirement tax planning toolkit is something called a Roth conversion - essentially moving money from your traditional IRA or 401(k) into a Roth IRA.Learn more at Staton Financial GroupAdvisory services are offered through Coppell Advisory Solutions, LLC, doing business as Fusion Investment Advisors. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements.Contact Scott today - Staton Financial GroupEach week, Scott and his team break down the essential components of preparing for a confident retirement, tackling topics like income strategies, Social Security, Medicare, investment diversification, legacy planning, tax management, and more. Whether you're approaching retirement, already enjoying your golden years, or just beginning to plan for the future, Scott delivers practical advice, timely tips, and real-life scenarios to help you avoid common pitfalls and make educated decisions about your financial health. Discover why working with a knowledgeable advisor can make all the difference in reaching your retirement goals and creating the lifestyle you've always imagined.

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