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Should you convert your IRA to a Roth IRA?
Many healthcare practice owners are told that Roth conversions are always a smart move. But the reality is much more complicated.
In this episode of the Financial Beast Podcast, Eric Miller and Eric Gersch break down when Roth conversions make sense, when they can create massive tax bills, and how healthcare practice owners should think about retirement income, tax planning, and wealth preservation.
You’ll learn:
- The 3 major tax buckets every investor should understand
- How Roth conversions actually work
- Hidden tax traps that catch practice owners off guard
- Why timing matters when converting retirement accounts
- When selling your practice may create Roth conversion opportunities
- How required minimum distributions (RMDs) impact retirement planning
- Strategies to reduce future tax burdens
If you’re a veterinarian, physical therapist, optometrist, dentist, physician, or healthcare practice owner building significant retirement assets, this episode is essential viewing.
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