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Roth conversions get talked about a lot, but most people misunderstand what actually makes them work. Mitch breaks down how this strategy really plays out, from tax math to long-term control over your money. He focuses on the decisions behind the strategy and why small changes can have ripple effects across your entire plan. When done right, it’s not just about taxes; it’s about control.

Here’s some of what we discuss in this episode:

It’s Just Math: Decisions come down to projections and outcomes

Break-Even Matters: Even neutral tax moves can create value

Future Taxes: Planning now reduces uncertainty later

Hidden Costs: IRMAA and Social Security taxes matter

Control Factor: Roth shifts control away from the IRS

Resources

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