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A “secret” Roth conversion that avoids taxes sounds tempting—but does it actually exist? Robert Tanner of the Big Easy Finance Show breaks down common tax myths, especially around Roth conversions, and explains how tax timing, income strategy, and planning discipline shape long‑term outcomes. The conversation explores why accounts alone don’t equal a plan, how today’s tax environment affects future flexibility, and why understanding how money works matters just as much as investment returns. It’s a practical discussion on tax awareness, income streams, and avoiding costly misunderstandings during tax season and beyond.
Tune in to The BIG Easy Finance Show with Robert Tanner, brought to you by Integrity Financial Business & Corporate Service, every Sunday at 6:00 PM on 99.5fm WRNO.
Visit www.bigeasyfinancial.com for more details and to book a complimentary consultation with Robert Tanner.
See omnystudio.com/listener for privacy information.
By Robert TannerA “secret” Roth conversion that avoids taxes sounds tempting—but does it actually exist? Robert Tanner of the Big Easy Finance Show breaks down common tax myths, especially around Roth conversions, and explains how tax timing, income strategy, and planning discipline shape long‑term outcomes. The conversation explores why accounts alone don’t equal a plan, how today’s tax environment affects future flexibility, and why understanding how money works matters just as much as investment returns. It’s a practical discussion on tax awareness, income streams, and avoiding costly misunderstandings during tax season and beyond.
Tune in to The BIG Easy Finance Show with Robert Tanner, brought to you by Integrity Financial Business & Corporate Service, every Sunday at 6:00 PM on 99.5fm WRNO.
Visit www.bigeasyfinancial.com for more details and to book a complimentary consultation with Robert Tanner.
See omnystudio.com/listener for privacy information.