Latest / Power Your Retirement
60, Retiring Soon, and Wondering About Roth Conversions
Send us Fan Mail
📱 Want expert help in planning for your financial future? Schedule a check-in meeting with Steve:
https://calendly.com/steven-powerhouse-advisor/sce-employee-401k-retirement-meeting?month=2026-05
⚡ Get your no-cost Retirement Toolkit: https://keap.page/ngt919/toolkit.html
"I'm 60, probably retiring in 5-6 years, and I just learned about Roth conversions. Is this something I should be doing?" This is a listener question we hear a lot, and the honest answer is: it depends. Steve digs into what it actually depends on. Roth conversions aren't right for everyone, and they're not…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.