In this episode of RRS, host Dave Hall and guest Brian Britt dive into the topic of tax rate risks in retirement, with a focus on Roth conversions and accounts. They discuss the history and purpose of Roth accounts, the potential impact of tax rate changes, and the considerations for deciding whether to do a Roth conversion. They emphasize the importance of planning for potential tax increases in the future and navigating the theoretical nature of financial planning. Join them as they provide insights and strategies to help listeners prepare for the uncertainties of retirement and maximize their financial preparedness.
In this episode of RRS, host Dave Hall and guest Brian Britt dive into the topic of tax rate risks in retirement, with a focus on Roth conversions and accounts. They discuss the history and purpose of Roth accounts, the potential impact of tax rate changes, and the considerations for deciding whether to do a Roth conversion. They emphasize the importance of planning for potential tax increases in the future and navigating the theoretical nature of financial planning. Join them as they provide insights and strategies to help listeners prepare for the uncertainties of retirement and maximize their financial preparedness.
Transcript Pending
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CONTACT US
1309 Coffeen Avenue, Suite 3851, Sheridan, WY 82801
Email: support@retirementriskadvisors.com
Toll free: 1 (855) 491-0400
Text us at: 1 (307) 264-2902
RETIREMENT PLANNING
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© COPYRIGHT 2025 RETIREMENT RISK ADVISORS. ALL RIGHTS RESERVED.