Feeling like your Roth conversions aren’t keeping up with a soaring market? Jon Hicks breaks down why “treadmill” moments can actually signal that your strategy is working. From tax‑bracket thresholds to asset‑selection decisions, he explains how conversions fit into a bigger conversation about rising tax pressures, government debt, and long‑term planning. With real‑world examples and insight into how in‑house CPAs and tax attorneys shape strategy, this episode helps listeners understand the mechanics behind shifting assets into more tax‑efficient positions.
Schedule your complimentary appointment today: RetirementSolutionShow.com
Follow us on social media: YouTube | Facebook | LinkedIn
See omnystudio.com/listener for privacy information.
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
My Favorite Murder with Karen Kilgariff and Georgia Hardstark
My Favorite Murder is a true crime comedy podcast hosted by Karen Kilgariff and Georgia Hardstark. Each week, Karen and Georgia share compelling true crimes and hometown stories from friends and listeners. Since MFM launched in January of 2016, Karen and Georgia have shared their lifelong interest in true crime and have covered stories of infamous serial killers like the Night Stalker, mysterious cold cases, captivating cults, incredible survivor stories and important events from history like the Tulsa race massacre of 1921. My Favorite Murder is part of the Exactly Right podcast network that provides a platform for bold, creative voices to bring to life provocative, entertaining and relatable stories for audiences everywhere. The Exactly Right roster of podcasts covers a variety of topics including historic true crime, comedic interviews and news, science, pop culture and more. Podcasts on the network include Buried Bones with Kate Winkler Dawson and Paul Holes, That's Messed Up: An SVU Podcast, This Podcast Will Kill You, Bananas and more.