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From Taxed to Maxed: Why Timing Your Roth Conversion Matters
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Roth conversions, Medicare premiums, and legacy planning—oh my. In this episode, Ken and Nick Tumolo break down why tax planning isn’t just a retirement strategy—it’s a multi-generational game plan. From real-life cautionary tales to smart ways to avoid tax traps, Ken and Nick explain how timing, income levels, and even Medicare brackets can make or break your financial future. Whether you’re nearing retirement or already in it, this episode shows how a well-crafted tax strategy can protect your income, preserve your legacy, and keep Uncle Sam from becoming your biggest beneficiary.
To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com
Ken Tumolo and his son Nick Tumolo join you on Tumolo Financial Radio to offer solutions and strategies for your retirement planning needs. With decades of financial planning experience, Ken and Nick offer tax recommendations, estate planning advice, Social Security maximization, wealth management, retirement income planning and much more.
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