For those looking to optimize their long-term wealth preservation and succession planning, strategic Roth conversions may be the answer you are searching for.

In this week’s episode of Retire in Texas, Darryl Lyons is joined by PAX’s very own advisor, Roger Stukkie. Together, the duo provides valuable insights into Roth conversions, expanding on the potential benefits, risks, and strategic considerations, while also expressing the importance of seeking individualized financial advice.

Show highlights include:

*A discussion of the concept of Roth conversions and how they differ from traditional IRAs in terms of taxation.

*The potential benefits and risks associated with Roth conversions.

*A breakdown of a case study illustrating the strategic planning involved in Roth conversions.

*An explanation of why Roth conversions may not be suitable for everyone.

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