Wealth Creator Radio with Eric Heckman, CFP

The Roth Conversion Window

November 5, 2026·46 min
Episode Description from the Publisher

With a lot of uncertainty about where taxes are headed, more and more people are taking a serious look at Roth conversions. The idea of moving money out of a traditional IRA into a Roth — paying taxes now so withdrawals can be tax-free later — makes sense on paper. But then they see the tax bill that comes with it, and many of them stop right there. Blueprint to Worry Less Wealth The Wealth Creator Toolbox

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