The Retirement Solution

Roth Conversions: Timing Is Everything for Your Retirement Taxes


Listen Later

Are you prepared for the tax surprises waiting in retirement? Financial advisor Jon Hicks unpacks the complexities of Roth conversions, required minimum distributions, and strategies for managing your tax burden as you approach age 73. Learn how timing, income streams, and evolving tax laws can impact your retirement savings. Real stories and practical analysis reveal why understanding these moves is crucial for anyone planning their financial future.

 

Schedule your complimentary appointment today: RetirementSolutionShow.com

 

Follow us on social media: YouTube | Facebook | LinkedIn

See omnystudio.com/listener for privacy information.

...more
View all episodesView all episodes
Download on the App Store

The Retirement SolutionBy Jon Hicks

  • 4.1
  • 4.1
  • 4.1
  • 4.1
  • 4.1

4.1

9 ratings


More shows like The Retirement Solution

View all
Timothy Keller Sermons Podcast by Gospel in Life by Tim Keller

Timothy Keller Sermons Podcast by Gospel in Life

16,044 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,952 Listeners

Your Money, Your Wealth by Your Money, Your Wealth

Your Money, Your Wealth

807 Listeners

20/20 by ABC News

20/20

12,166 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

534 Listeners

The Clark Howard Podcast by Clark Howard

The Clark Howard Podcast

5,442 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

695 Listeners

Dateline NBC by NBC News

Dateline NBC

47,739 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

831 Listeners

Call Me Back - with Dan Senor by Ark Media

Call Me Back - with Dan Senor

3,235 Listeners