Roth Conversion: Why Ages 62–72 Can Make or Break Your Retirement

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

Opublikowano: 2026-08-19

Send us Fan Mail Most retirees waste the most valuable tax window of their entire financial lives — and they don't even know it. Between ages 62 and 72, a rare opportunity opens up where strategic Roth conversions can dramatically reduce your lifetime tax burden. But if you miss it, you could pay tens of thousands more in unnecessary taxes once Social Security kicks in and required minimum distributions begin. In this episode, we break down why this decade is so critical for retirement tax planning, how fiduciary fee-based advisors approach Roth conversion strategies for high-net-worth individuals, and what most financial pl...