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The Roth Conversion Myth: Why Delaying Could Cost You Millions | Episode 130

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Manage episode 483149924 series 2138011
Content provided by Safer Retirement Radio, Brian Decker - Owner, and Founder - Decker Retirement Planning. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Safer Retirement Radio, Brian Decker - Owner, and Founder - Decker Retirement Planning or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Think you'll be in a lower tax bracket when you retire? Think again. In this episode of Safer Retirement Radio, Brian Decker and Brad Geddes, CFP(R) dismantle the myth and walk you through real-life tax planning strategies that can help you save hundreds of thousands—or even millions—in retirement taxes. From strategic Roth conversions to dynasty trusts, donor-advised funds, real estate tax planning, and more, this is a masterclass in building a smarter, safer financial future. 🎯 Learn how proactive planning today can help protect your income tomorrow and preserve more wealth for your heirs.
  continue reading

106 episodes

Artwork
iconShare
 
Manage episode 483149924 series 2138011
Content provided by Safer Retirement Radio, Brian Decker - Owner, and Founder - Decker Retirement Planning. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Safer Retirement Radio, Brian Decker - Owner, and Founder - Decker Retirement Planning or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Think you'll be in a lower tax bracket when you retire? Think again. In this episode of Safer Retirement Radio, Brian Decker and Brad Geddes, CFP(R) dismantle the myth and walk you through real-life tax planning strategies that can help you save hundreds of thousands—or even millions—in retirement taxes. From strategic Roth conversions to dynasty trusts, donor-advised funds, real estate tax planning, and more, this is a masterclass in building a smarter, safer financial future. 🎯 Learn how proactive planning today can help protect your income tomorrow and preserve more wealth for your heirs.
  continue reading

106 episodes

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