DiscoverSMALL BUSINESS FINANCE – Your Guide to Business Tax Planning & CPA Tax Advice271 \\ The Million-Dollar Roth Mistake: When to Convert & When to Wait
271 \\ The Million-Dollar Roth Mistake: When to Convert & When to Wait

271 \\ The Million-Dollar Roth Mistake: When to Convert & When to Wait

Update: 2025-09-03
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Roth conversions can be one of the smartest tax moves you ever make—or one of the most expensive mistakes. In this episode, I show you how to time your conversions to maximize tax-free growth, avoid common traps, and decide if converting now makes sense. You’ll hear real-life stories of people who got it wrong (and lost big), plus how to structure your conversions if you’re still working or near retirement. This is advanced tax planning made simple.


 


Next Steps:


💰 Start Paying Less in Taxes – Grab a Copy of Your Biggest Expense!


☎️ Find Out How Much You’re Overpaying the IRS – Book a Free Discovery Call


📧 Questions? Email Me at hello@phillipsbusinessgroup.com


👩‍💼 Join My Private Facebook Group: Tax & Wealth Strategies for Women Entrepreneurs 📲

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271 \\ The Million-Dollar Roth Mistake: When to Convert & When to Wait

271 \\ The Million-Dollar Roth Mistake: When to Convert & When to Wait

Tiffany Phillips - CPA, Small Business Tax Expert, Financial Expert, Tax Savings Strategist