Why Your Roth Conversion Feels Like a Treadmill—and Why That Matters
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Why Your Roth Conversion Feels Like a Treadmill—and Why That Matters
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Feeling like your Roth conversions aren’t keeping up with a soaring market? Jon Hicks breaks down why “treadmill” moments can actually signal that your strategy is working. From tax‑bracket thresholds to asset‑selection decisions, he explains how conversions fit into a bigger conversation about rising tax pressures, government debt, and long‑term planning. With real‑world examples and insight into how in‑house CPAs and tax attorneys shape strategy, this episode helps listeners understand the mechanics behind shifting assets into more tax‑efficient positions.
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