7 Roth Conversion Traps That Can Wreck Your Retirement

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Roth conversions get praised as a tax-saving strategy, but the wrong move can trigger five-figure state taxes, spike your Medicare premiums, and drain the wealth you’ve spent decades building. Discover 7 conversion traps that wreck retirement plans.

00:00 Intro
00:23 What’s a Roth Conversion Again?
01:10 Myth vs. Reality: The Traps Nobody Talks About
06:07 The Hidden Cost of Getting It Wrong
06:36 The Traffic Light Test
07:20 Final Thoughts

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Vitaly Novok is a fiduciary financial planner with Lestna Retirement. He helps people protect their wealth and maximize the lasting impact of their legacy by creating personalized financial and estate planning strategies.

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Disclaimer: This video and its description are provided for informational and educational purposes only. Just to be super clear - no attorney-client, tax-advisor, investment-advisor, or fiduciary relationship is created by watching this content or reaching out to me afterward.
I am not an attorney, so nothing I share should be construed as legal advice. The ideas I discuss are generic in nature and do not constitute personalized investment, tax, or legal recommendations. You'll always want to consult with a qualified attorney, CPA, and financial advisor who can evaluate how these concepts might apply to your specific situation.
Keep in mind that past performance is not indicative of future results, and all investing involves risk, including the possible loss of principal. This content is not an offer to buy or sell any security and shouldn't be relied upon to make investment decisions.
The information I share comes from sources I believe are reliable, but I can't guarantee accuracy. Things change quickly in our field, so what I'm discussing today may become outdated or could be affected by future developments or changes in laws.

#retirementplanning #taxplanning #rothconversion