3 Mistakes in Estate Planning
カートのアイテムが多すぎます
カートに追加できませんでした。
ウィッシュリストに追加できませんでした。
ほしい物リストの削除に失敗しました。
ポッドキャストのフォローに失敗しました
ポッドキャストのフォロー解除に失敗しました
3 Mistakes in Estate Planning
-
ナレーター：
-
著者：
Send us Fan Mail
This episode of Winning in Retirement with Brian Akers and Alex Monk explains how to legally reduce lifetime taxes using Roth IRAs, Roth 401(k)s, and Roth conversions so you can “pay tax now and never again” on that money. You contrast traditional pre-tax 401(k)/IRA strategies with Roth strategies, showing how over-reliance on pre-tax accounts can lead to higher future tax brackets, bigger RMDs, and more taxes for surviving spouses and children. You then walk through how smart, staged Roth conversions—timed around tax brackets, IRMAA thresholds, and market volatility—can lower future required distributions, reduce Medicare surcharges, and create tax-free legacy dollars. Throughout, you emphasize that this is best done with professional planning rather than DIY trial and error, so listeners can keep more of their money and build flexible, tax-free retirement income.