What if paying taxes now could save you thousands later? In this episode of The Financial Lab, Kacey Biddy and financial advisor Travis Shepard unpack the often-misunderstood world of Roth conversions. From tax flexibility to avoiding costly Medicare surprises, they break down why converting your traditional retirement accounts might be a smart move—and when it might not be. Whether you're a high earner, nearing retirement, or just curious about tax strategy, this episode offers a clear, candid look at how to take control of your financial future.

Ready to build your retirement plan? Visit https://shepherdwealthsolutions.com/ to connect with Travis and his team today!

Follow us for more helpful insights:

🖱️ Facebook

🖱️ Instagram