Mastering Retirement Accounts: IRAs, Roths, Conversions & Tax Strategies

Join me for a comprehensive review of retirement account essentials — covering how to maximize benefits, avoid pitfalls, and optimize for both tax efficiency and legacy planning.

- Traditional IRA: Tax-deferred contributions grow until withdrawal; ideal for those seeking upfront tax deductions

- Roth IRA: After‑tax contributions grow tax-free, with no required minimum distributions—great for long‑term tax flexibility

- Roth Conversions: Strategically moving funds from traditional to Roth accounts can reduce future RMDs and lock in today's tax rates

- Tax Strategies: Balancing traditional and Roth accounts helps manage tax liability both now and in retirement

- Common Mistakes: Avoid errors like overcontributing, neglecting contribution deadlines, or ignoring Roth income limits

- Advantages: Gain tax diversification, penalty-free withdrawal options, and more flexibility in estate planning

Whether you’re accumulating or distributing, these insights will help you optimize every step of the way. Listen in. 

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