In this episode, Jim and Gage discuss how performing Roth conversions in your lower-income years, allows you to potentially decrease your total tax liability throughout your retirement.

Topics Discussed Include:

• Why Your Income May Be Lower earlier in Your Retirement
• What is a Roth Conversion?
• Using the “Filling Up Your Bracket” Roth Conversion Approach
• How to Incorporate Roth Conversions into Your Financial Plan

Questions? Email us at info@westernreservecm.com

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