Are you sitting on a retirement account that hasn’t been taxed yet—and wondering what to do with it? In this episode, Brandon Bowen breaks down the growing conversation around Roth conversions and why timing plays such a key role. He explains the concept of a “sweet spot” in the mid-to-late 60s, walks through how tax-deferred savings are eventually taxed, and shares a client example of building multiple income streams across different tax buckets. The discussion focuses on understanding tax exposure, retirement income flexibility, and how Roth strategies fit into a broader plan.

 

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