What if the biggest threat to your retirement isn’t market volatility—but taxes? In this episode, Sean Mason breaks down the complexities of Roth conversions and why timing and strategy matter more than common sense. From RMDs and widow tax penalties to legislative risk and legacy planning, Sean explains how tax diversification can protect your lifestyle and your heirs. Plus, hear how fear of spending can sabotage retirement dreams and how a comprehensive plan can restore confidence. Whether you're nearing retirement or already there, this episode offers eye-opening insights into preserving your wealth.

Schedule your complimentary retirement plan discussion with the Mason Street Wealth Management team at 559-892-0002 or go to MasonStreetWealthManagement.com.

Sean is also teaching a Retirement Planning Class at CSU Fresno that is open to the public on June 17th and 19th from 6-8p. Go to the events page to learn more and call the office, if you want to attend. https://masonstreetwealthmanagement.com/events/seminars/

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