The Roth Conversion Trap that Destroys Retirement Portfolios

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Roth conversions can be one of the smartest retirement planning moves, but only if you do them right.

In this video, I uncover the 5 most common Roth conversion mistakes that can quietly derail your financial future, including:

Converting too much at once
Ignoring the impact on Medicare premiums
Not considering Social Security timing
Not knowing when you expect to break even
Not considering if you should even convert at all

Whether you're retired or planning ahead, understanding these pitfalls could save you thousands in unnecessary taxes and other costs.

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