Think Roth conversions are only for the ultra-wealthy? Think again. In this episode, Zach and Lyndon Taylor of Choice Wealth Partners break down what Roth conversions really are, why they matter, and how changing tax laws are reshaping retirement strategies. From tax implications to income limits and strategic timing, they explain how this tool can offer flexibility and control—if used wisely. Whether you're just starting out or sitting on a sizable IRA, this conversation lays the groundwork for smarter retirement planning.

Roth Conversions Part 2: Avoiding the Tax Trap: Timing Your Roth Right
11:22

Navigating Retirement Taxes: What You Need to Know
11:27

Annuities Can Help
11:20