Join Marc Rogers as he breaks down one of retirement planning’s most powerful, yet often misunderstood, strategies: Roth Conversions. Marc clarifies how Roth Conversions work, how they may reduce long-term tax burdens, and why fixed index annuities (FIAs) can be an effective tool to make these conversions work more efficiently.
Marc uses real-world examples to help show how advisors can guide their clients in transitioning to a tax-free retirement asset. With FIAs, you can still preserve your principal and improve cash flow flexibility. Marc offers practical insights that empower advisors to help their clients make smarter, more strategic retirement decisions.
Chapters
[Start] Introduction: Marc introduces the purpose of the podcast and covers Roth Conversions.
01:01 The Basics of Roth Conversions: Marc provides an overview of how Roth Conversions work, their tax implications, and why they can be a valuable retirement strategy.
01:56 Using Fixed Index Annuities (FIAs): Marc discusses how FIAs can help with up-front tax costs during Roth Conversions.
03:08 A Walkthrough: Marc presents a real-world scenario to illustrate how advisors can structure a Roth Conversion that leverages FIAs for greater efficiency and growth.
05:37 Conclusion and Takeaways: Marc concludes by emphasizing tax considerations and clarifying steps for advisors who want to explore these strategies further.
Links and Resources
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