In this episode, Shawn Terrell discusses the importance of being your own best client or patient, and how that relates to his own personal financial situation.  He shares his experience with his own Roth IRA conversions and what he learned about timing and strategy in tax planning. As tax laws change after 2025, he provides insights on how to navigate these changes effectively to optimize tax savings.

Takeaways

• Roth IRA conversions can be beneficial during low tax periods.
• Break up large conversions to manage tax implications better.
• Unexpected income can complicate tax planning strategies.
• Micro engagements in tax planning can lead to significant savings.

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Resources from Episode  

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Dentist Exit Planning:

Website: dentistexit.com

Email Shawn at: [email protected]

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