📘 Download our Tax-Smart Retirement Workbook to see how this fits into your plan: https://bocaretirement.com/retirement...

Roth conversions are often called “free money”… but that’s not always true.

In this video, we break down the biggest Roth conversion mistakes retirees and pre-retirees make and how those mistakes can quietly increase your tax bill, trigger higher Medicare premiums, and reduce long-term wealth.

You’ll learn when Roth conversions make sense, when they don’t, and how to think about your tax strategy over time instead of just reacting in the moment.

If you’re planning for retirement, already retired, or thinking about converting your IRA to a Roth, this is a decision that deserves careful planning.

In this video, you’ll learn: • The 3 biggest Roth conversion mistakes • How conversions can push you into higher tax brackets • Why timing matters more than most people think • How to avoid triggering IRMAA and unnecessary taxes • A smarter framework for planning conversions over time

If you want help thinking through your own situation, download the Tax Smart Retirement Workbook below.

📥 Download here: https://bocaretirement.com/retirement...

This content is for educational purposes only and should not be considered financial, tax, or legal advice. Always consult with a qualified professional regarding your specific situation.

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