Latest / Legacy Beyond Wealth with Rob Shelton
Roth Conversions — A Year-End Strategy Most Advisors Miss
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Most people focus on holiday plans this time of year, not tax brackets, but that’s exactly why so many families miss out on one of the most powerful long-term planning opportunities: Roth conversions. Rob explains how small conversions done intentionally can prevent big tax problems later in life. This isn’t about chasing returns, but rather about reducing future tax regret and building lifelong financial confidence.
Here’s what we discuss in this episode:
🔄 Roth Conversion Basics…
The skinny
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