Chisholm Journal: Simplicity & Smart Money
Financial Discipline to Freedom
How To Minimize Taxes In Retirement With ROTH CONVERSIONS
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How To Minimize Taxes In Retirement With ROTH CONVERSIONS

Let's talk about minimizing taxes in retirement.

Taxes now and in the future are a huge part of retirement planning success. Many people save their retirement monies into a pre-tax account, which means you will pay taxes on any withdrawals in the future.

Roth conversion planning allows you to pay the taxes now—possibly spreading them out—and avoid taxes on some of your retirement withdrawals in the future.

In this episode I will explain: what is a Roth conversion, when it makes sense to implement and how to do so effectively, and illustrate the power of Roth money in retirement.

Here is our free Roth Conversion Guide that I discuss in the video.

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Discussion about this podcast

Chisholm Journal: Simplicity & Smart Money
Financial Discipline to Freedom
I’m Jenny Logan, Certified Financial Planner™, rural living evangelist, gentlewoman farmer, and business owner. This podcast focuses on the journey to financial freedom, self-sufficiency, and a life of purpose and meaning. We talk big picture about the purpose of financial freedom, but also share some straightforward strategies that, with a little discipline, anyone can implement to work towards financial success.