Think a Roth conversion is just a tax move? Think bigger. In this episode, Zach and Lyndon Taylor of Choice Wealth Partners dive into the strategy behind Roth conversions—from timing and tax bracket management to Medicare premiums and legacy planning. They explain how laddering conversions over time can reduce tax pressure and increase flexibility, and why professional guidance is key to avoiding costly mistakes. Whether you're planning for retirement or thinking about what you'll leave behind, this conversation helps you see the full picture.

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