In this episode, Kyle covers Roth conversions and how they can revolutionize your retirement strategy. Key topics include:
- The "five golden windows" for optimal Roth conversions
- How Roth IRAs and conversions work, including income limits and tax benefits
- Understanding backdoor Roth IRAs for high-income earners
- Strategies to minimize taxes and maximize tax-free retirement income
- Long-term planning tips for legacy building and Social Security optimization
Whether you're looking to cut down taxes or secure your financial future, this episode is packed with actionable tips to help you retire smarter.
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Disclosure: You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. This podcast is intended for educational purposes only. Nothing in this podcast constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. MOKAN Wealth Management is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.
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