Roth Conversion Secrets Your Financial Advisor Won't Tell You

Roth Conversion Secrets Your Financial Advisor Won't Tell You #retirementplanning #retirement #financialplanning #podcast 
If you’ve built a portfolio between $2M and $7M, and you’re either retired or nearing retirement, this video is for you. 

I’m Andrew Nida, President of Asset Management Group, Inc., and in this video you’ll get a step-by-step, rules-based guide to converting your pre-tax retirement assets into a Roth the right way. No hype. No generalities. Just actionable strategy. 

You’ll learn: 

The five critical factors we always review for clients in your asset-range (burn rate, age & RMD timeline, future tax rate, estate impact, bracket/IRMAA guardrails). 

The rules and traps you absolutely cannot ignore (taxable income of a conversion, five-year rule, state tax issues, Medicare surcharge risk). 

A multi-step plan built for those with $2M–$7M: how to measure, model, convert, monitor. 

Why 2025-2026 may be one of the last big windows for this strategy (thanks to recent tax law changes). 

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Disclosure
Educational content only. Not tax, legal, or investment advice. Tax laws can change. Consult your CPA or advisor about your specific situation.

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