• Roth Conversion Annuity Update for 2025

  • Jan 24 2025
  • Length: 11 mins
  • Podcast

Roth Conversion Annuity Update for 2025

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  • Summary

  • Have you been considering a Roth conversion but aren’t sure how to handle the taxes or where to hold the funds? In this episode, we explore the growing trend of Roth conversion annuities and how they can help you reduce your tax burden, lower Required Minimum Distributions (RMDs), and pass tax-free money to your beneficiaries.

    You’ll learn:

    • How Roth conversion annuities work step-by-step.
    • The latest updates for 2025, including expanded options from annuity providers.
    • Key rules, potential penalties, and tips to maximize your conversion strategy.

    Whether you’re planning for retirement or looking to optimize your financial future, this episode is packed with actionable insights to help you make informed decisions.

    Tune in now and discover if a Roth conversion annuity is right for you!
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