Taxes can quietly erode your retirement savings if you don't have a plan in place. On this episode of the Retirement Matters Podcast, Dale breaks down Roth conversions every pre-retiree should be thinking about- helping you keep more of what you've saved and avoid costly surprises down the road. He also weighs in on why chasing hot stocks like SpaceX isn't the same as having a real retirement plan, and why knowing what you own matters just as much as knowing your tax picture.

If your advisor isn't talking to you about tax strategies like Roth conversions, we're here to help. Give us a call at 270.600.PLAN or visit rdsmotherswealth.com/contact to schedule your free consultation.

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