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:
Why low tax rates make converting now more appealing
How the SECURE Act created a tax trap for your heirs
What a 20-year Roth conversion could mean for your legacy
The real cost of doing nothing vs converting gradually
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.
