Latest / The MedTech Wealth Advisor Podcast
Should You Convert to a Roth Before Retirement?
Roth conversions can be a powerful tax strategy, but are they the right move when you’re just about to retire? In this video, Matt walks through a real-life case study to test that very question. Using Jerry and Ruth Crawford’s $7.3 million portfolio, he explores different strategies, from converting everything at once to filling tax brackets little by little.
Here’s some of what we discuss in this episode:
Full Roth conversion vs. phased approach
Why converting all at once can reduce portfolio growth
Lifetime tax savings with bracket targeting
Impact of delaying Social Security to age 70…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.