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Tax-Free Retirement: The 7-Year Roth Conversion Strategy · SUN
Audio Course
Money & Investing
Tax-Free Retirement: The 7-Year Roth Conversion Strategy
Introduction
0:00
2:38
Episodes
Transcript
0. Introduction
2:38
1. The Strategic Bet: Why the Next 6 Years Matter Most
4:48
2. The Math of the 'Tax Hit': Paying Now to Win Later
6:25
3. The Five-Year Clock: Timing Your Access
6:15
4. The Legacy Play: Roths and the SECURE Act
5:49
5. The IRMAA Trap: Watching Out for Medicare Surcharges
4:30
6. Volatility Is Your Friend: Converting on the Dip
5:41
7. The End of RMDs: Reclaiming Your Freedom
5:36
8. Advanced Tactics: The Multi-Year Ladder
7:15
9. The 7-Year Countdown: Your Final Decision Matrix
3:21
