Are today’s tax rates the lowest you may see in retirement? Dan Groben and Phil Minard discuss why Roth accounts are attracting attention from both Gen Z investors and retirees. They explore the factors driving interest in Roth conversions, how taxes can affect retirement income, why withdrawal strategies matter, and situations where a Roth conversion may or may not make sense. The conversation also covers legacy planning considerations and the importance of evaluating tax decisions within the context of an individual retirement plan.

Connect with Dan & Phil at Servant Advisors Group

Are today&rsquo;s tax rates the lowest you may see in retirement? Dan Groben and Phil Minard discuss why Roth accounts are attracting attention from both Gen Z investors and retirees. They explore the factors driving interest in Roth conversions, how taxes can affect retirement income, why withdrawal strategies matter, and situations where a Roth conversion may or may not make sense. The conversation also covers legacy planning considerations and the importance of evaluating tax decisions within the context of an individual retirement plan.
Connect with Dan &amp; Phil at&nbsp;<a href="https://servantadvisors.com/contact/">Servant Advisors Group</a>

Struggling to get the facts about your retirement plan? Do you need a source that doesn’t beat around the bush? Find the results you need with the “Retirement Results Podcast.”

With the “Retirement Results Podcast,” hosted by Dan Groben and Phil Menard of Servant Advisors Group, you’ll get the straight talk and valuable insight you need to craft your ideal retirement. From analyses of current financial trends to lighthearted and informed looks at the retirement news of the day, the “Retirement Results Podcast” is your next must-hear show. Listen and subscribe today!

Struggling to get the facts about your retirement plan? Do you need a source that doesn&rsquo;t beat around the bush? Find the results you need with the &ldquo;Retirement Results Podcast.&rdquo;
With the &ldquo;Retirement Results Podcast,&rdquo; hosted by Dan Groben and Phil Menard of Servant Advisors Group, you&rsquo;ll get the straight talk and valuable insight you need to craft your ideal retirement. From analyses of current financial trends to lighthearted and informed looks at the retirement news of the day, the &ldquo;Retirement Results Podcast&rdquo; is your next must-hear show. Listen and subscribe today!