Last week, we covered why Roth conversions can beso powerful in retirement planning.

This week, we’re talking about what can go wrong.

In this episode, I walk through 12 real-world hurdles and“landmines” that can shrink — or completely eliminate — your Roth conversion window. These are the exact issues I see with retirees and pre-retirees whohave built substantial wealth in traditional IRAs, 401(k)s, and other tax-deferred accounts.

We cover:

Social Security timing
Pension income
Spousal employment
Selling a business
Deferred compensation plans
IRMAA surcharges
ACA premium tax credits
Inherited IRAs and the 10-yearrule
Tax-inefficient investments
The new senior bonus deduction

And more.

If you’re planning for retirement and want to minimizelifetime taxes while maximizing flexibility, this episode will help you avoid some very costly mistakes.

I hope you find it helpful.

-Kevin

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⛳ PFR Nation (Who This Is For)

If you're over 50, have saved seven figures (or multipleseven figures), love golf and travel, and you want to make work optional whileminimizing taxes… welcome to the right place.

***This is for general education purposes only and shouldnot be considered as tax, legal or investment advice.