Roth Conversion: Why Ages 62–72 Can Save You Thousands in Taxes

Podcast: 1715 Treasure Coast Financial Wellness with Thomas Davies · Davies Wealth Management

Opublikowano: 2026-08-21

Send us Fan Mail Most retirees assume their tax bill shrinks when they stop working. It doesn't — and the cost of that assumption can run into the hundreds of thousands of dollars. In this episode, we break down why ages 62 to 72 represent the most overlooked window in retirement financial planning, and how a strategic Roth conversion during these years can dramatically reduce your lifetime tax burden. Before Social Security, before required minimum distributions kick in, you have rare control over your taxable income. We explain how high-net-worth retirees can use this window to convert traditional IRA and 401(k) fu...