Many retirees are shocked when a smart tax strategy—like a Roth conversion—requires them to write one of the biggest checks of their lives to the IRS. On this episode of Successfully Retired, Rick Luchini and I dig into why that upfront cost can actually save hundreds of thousands in lifetime taxes, protect your heirs from higher tax brackets, and give you more spending flexibility in retirement. They explore why “do nothing” is often the most expensive choice, how to avoid letting sticker shock derail a good plan, and why the real value of a tax strategy isn’t just in dollars—it’s in the freedom it creates for you, your spouse, and your legacy.
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