Episode
Roth Conversion: Slash Taxes Before Social Security
- Published
- May 18, 2026
- Duration seconds
- 1340
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Summary
Send us Fan Mail **What if you could slash your lifetime taxes by hundreds of thousands before Social Security kicks in?** Most retirees miss this critical tax-planning window entirely. If you're retiring before claiming Social Security and sitting on a substantial traditional IRA, you have a unique opportunity to execute strategic Roth conversions during your lowest-income years. This episode explores why the gap between retirement and Social Security represents a goldmine for tax optimiza...