The Roth Conversion Myth: Why Delaying Could Cost You Millions | Episode 130
Update: 2025-05-16
Description
Think you'll be in a lower tax bracket when you retire? Think again. In this episode of Safer Retirement Radio, Brian Decker and Brad Geddes, CFP(R) dismantle the myth and walk you through real-life tax planning strategies that can help you save hundreds of thousands—or even millions—in retirement taxes. From strategic Roth conversions to dynasty trusts, donor-advised funds, real estate tax planning, and more, this is a masterclass in building a smarter, safer financial future.
🎯 Learn how proactive planning today can help protect your income tomorrow and preserve more wealth for your heirs.
🎯 Learn how proactive planning today can help protect your income tomorrow and preserve more wealth for your heirs.
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