Latest / Pivot with Darryl Lyons
Is a Roth IRA Really Worth it in 2025?
Roth IRAs have been around since 1997, but many people still have questions about how they work and whether they make sense for their retirement strategy. In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, unpacks the power of Roth IRAs and how they differ from traditional IRAs.
Show Highlights:
The difference between marginal and effective tax rates - and why it matters for Roth contributions and conversions.
Real stories of how retirees and pre-retirees have used Roth conversions to reduce future tax burdens.
Key considerations before…
The skinny
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