Ever wondered why a Roth conversion could turn into a tax nightmare? Tayvon breaks down the hidden pitfalls of converting retirement funds and why timing matters more than you think. From unexpected Medicare surcharges to skyrocketing tax brackets, he explains why a one-size-fits-all approach doesn’t work and shares strategies for making smarter decisions. Whether you’re nearing retirement or just planning ahead, this conversation sheds light on the nuances of tax planning and why personalized advice is key.

Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com. Tayvon Jackson, with extensive experience in financial planning and wealth management, is dedicated to helping individuals navigate their retirement journey with confidence.