Are Roth Conversions Worth It In 2025?
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Are Roth Conversions Worth It In 2025?
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About this listen
In this episode of the Atlas Annuity Podcast, Marty Becker explains why 2025 might be the best time in history to consider a Roth conversion strategy.
You’ll learn:
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Why low tax rates make converting now more appealing
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How the SECURE Act created a tax trap for your heirs
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What a 20-year Roth conversion could mean for your legacy
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The real cost of doing nothing vs converting gradually
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How annuities can support your Roth strategy safely
If you’ve saved diligently in a traditional IRA, this episode is a must-listen — especially if you plan to leave money behind for your family.
Ready to explore your options? Visit atlasannuity.com to schedule a free call.
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