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What if everything you've been told about retirement tax planning is wrong?

In this eye-opening episode of Yield to Reason, host Brandon Roberts tackles the sacred cows of retirement planning head-on. Spoiler alert: that fancy tax footwork everyone's raving about might not be the game-changer you think it is.

What You'll Discover:

The Roth Conversion Controversy 🔥

• Why the "heretical" truth about Roth conversions might shock you
• Real-world data showing modest benefits (hint: it's not the wealth preservation miracle you've been promised)
• Which retirees actually benefit the least from conversions (the answer will surprise you)

The Withdrawal Sequencing Myth

• The standard "taxable first, tax-deferred second, Roth last" approach—and why it's leaving money on the table
• How a married couple can withdraw $53,850 from their traditional IRA and pay just 4.43% in taxes
• The simple strategy that beats complex tax planning every time

The Brutal Truth About Tax Optimization

• Why all that sophisticated software and complex analysis falls short in the real world
• The fatal flaw that undermines every tax strategy study
• What actually moves the needle in retirement (hint: it's not what the "experts" are selling)

The Episode's Biggest Bombshell:

A solid income plan that increases your withdrawal rate from 4% to 6% delivers a 50% boost in annual income—dwarfing the measly 5% bump you might get from perfect tax planning.

Perfect For:

• Pre-retirees drowning in conflicting tax advice
• Current retirees wondering if they're missing out on tax strategies
• Anyone tired of complex solutions that promise the moon but deliver pocket change
• DIY investors ready to focus on what actually matters

Key Takeaway:

Stop obsessing over tax avoidance and start building bulletproof retirement income. Your future self will thank you for focusing on the strategy that actually creates wealth—not just preserves it.

Listen now to discover why the retirement planning industry's favorite tax strategies might be keeping you from the retirement you actually want.