Jun 19, 2026
Many retirees assume they've missed their chance to take advantage of Roth conversions, but the reality is that age 65 may be one of the best times to start the conversation. Today, Nick and Eric explain how Roth conversions work and how strategic conversions may help reduce overall tax exposure. Roth conversions may not be beneficial for everyone, but every retiree deserves to explore whether this powerful strategy fits into their retirement plan.
Here’s what we discuss in this episode:
💡 No Age Limit: Why 65 may be the perfect time
🎯 Tax Timing: When do you want to pay taxes?
📉 Future Savings: Reducing RMDs and IRMAA surprises
🧱 Legacy Planning: Creating tax-free wealth for heirs
🧮 Strategic Conversions: Why slow and steady often wins
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