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IGO Ep. 13 | Why Most Advisors Avoid Taxes (and Why That’s a Mistake)
IGO Ep. 13 | Why Most Advisors Avoid Taxes (and Why That’s a Mistake)
🎥 Watch the full episode on YouTube (recommended for this episode):
👉 https://youtu.be/KkB86xhFv7k
In this episode of In Good Order, Ben Braverman is joined by Tyler Randall to unpack one of the most avoided but impactful topics in retirement planning: taxes.
Advisors often hesitate to lead tax conversations because the rules feel complex, overwhelming, or uncertain. Meanwhile, many clients are quietly exposed to significant future tax liabilities through traditional retirement accounts, IRMAA surcharges, and changing legislation.
This conversation focuses on how Roth conversions and tax efficiency can materially improve retirement outcomes when framed correctly.
You’ll hear:
Why legislative risk makes today’s tax rules far from permanent
How Roth conversions can reduce lifetime tax burden
Where IRMAA fees catch high-income retirees off guard
How breakeven analysis helps clients make confident decisions
Tools and visual frameworks that simplify tax conversations
Why advisors who lead with tax strategy grow faster and retain more clients
This episode is especially visual, which is why watching on YouTube is strongly recommended to see the frameworks and examples discussed.
In Good Order is a podcast for advisors and professionals focused on clarity, structure, and better decision-making in finance and business.
View all episodes
By Ben BravermanIGO Ep. 13 | Why Most Advisors Avoid Taxes (and Why That’s a Mistake)
🎥 Watch the full episode on YouTube (recommended for this episode):
👉 https://youtu.be/KkB86xhFv7k
In this episode of In Good Order, Ben Braverman is joined by Tyler Randall to unpack one of the most avoided but impactful topics in retirement planning: taxes.
Advisors often hesitate to lead tax conversations because the rules feel complex, overwhelming, or uncertain. Meanwhile, many clients are quietly exposed to significant future tax liabilities through traditional retirement accounts, IRMAA surcharges, and changing legislation.
This conversation focuses on how Roth conversions and tax efficiency can materially improve retirement outcomes when framed correctly.
You’ll hear:
Why legislative risk makes today’s tax rules far from permanent
How Roth conversions can reduce lifetime tax burden
Where IRMAA fees catch high-income retirees off guard
How breakeven analysis helps clients make confident decisions
Tools and visual frameworks that simplify tax conversations
Why advisors who lead with tax strategy grow faster and retain more clients
This episode is especially visual, which is why watching on YouTube is strongly recommended to see the frameworks and examples discussed.
In Good Order is a podcast for advisors and professionals focused on clarity, structure, and better decision-making in finance and business.