Thinking about a Roth IRA conversion in 2025? With tax rates locked in and new deductions available under the Big, Beautiful Bill, this year could be an ideal time to move funds from a traditional IRA or 401(k) into a tax-free Roth IRA. But timing is everything, and making the wrong move could increase your Medicare premiums or push you into a higher tax bracket. In this episode of Protect Your Assets, David Hollander explains how Roth conversions work, the benefits and risks in today’s tax environment, and strategies to determine the right amount to convert. 

You can send your questions to questions@pyaradio.com for a chance to be answered on air.  

Catch up on past episodes: http://pyaradio.com    
Liberty Group website: https://libertygroupllc.com/   
Attend an event: www.pyaevents.com  

Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/  

Thinking about a Roth IRA conversion in 2025? With tax rates locked in and new deductions available under the Big, Beautiful Bill, this year could be an ideal time to move funds from a traditional IRA or 401(k) into a tax-free Roth IRA. But timing is everything, and making the wrong move could increase your Medicare premiums or push you into a higher tax bracket. In this episode of Protect Your Assets, David Hollander explains how Roth conversions work, the benefits and risks in today&rsquo;s tax environment, and strategies to determine the right amount to convert.&nbsp;
You can send your questions to <a href="mailto:questions@pyaradio.com">questions@pyaradio.com</a> for a chance to be answered on air.&nbsp;&nbsp;
Catch up on past episodes: <a href="http://pyaradio.com">http://pyaradio.com</a>&nbsp; &nbsp; Liberty Group website: <a href="https://libertygroupllc.com/">https://libertygroupllc.com/</a>&nbsp; &nbsp; Attend an event: <a href="http://www.pyaevents.com/">www.pyaevents.com</a>&nbsp;&nbsp;
Schedule a complimentary 15-minute consultation: <a href="https://calendly.com/libertygroupllc/scheduleacall/">https://calendly.com/libertygroupllc/scheduleacall/</a>&nbsp;&nbsp;

David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management & Liberty Group LLC.

David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management &amp; Liberty Group LLC.

Protect Your Assets

Protect Your Assets with Liberty Group's David Hollander.