Build Tax-Free Income in Retirement: Roth Strategies

Описание: When you check your 401(k) balance, do you think, “That’s mine.” Not so fast... Uncle Sam still takes a cut whenever you withdraw.

That’s why Lance Gilman and Jeremy Barnard discuss Roth IRAs on this episode of Conquering Retirement. Unlike traditional accounts, Roth money is 100% yours—no surprise tax bills in the future.

But here’s the key: Smart retirees are using Roth conversions to move money into the “tax never” bucket before rates rise. Taxes are currently at historically low levels, and this window won’t last forever.

Want to see if this benefits your plan? Watch the full conversation and schedule a complimentary retirement review – simply call 207-241-7430.

TIMESTAMPS

01:06 – Roth IRA Basics
02:32 – Steps to Get to Roth
04:56 – The Process of Converting a 401(k)
11:20 – The Downsides to Roth
16:10 – Legacy Roth IRAs
19:29 – What About for Charitable Donations?
24:20 – The SECURE 2.0 Act & 529 Plans
27:44 – Outro

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