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On this episode of the Retirement Matters Podcast, Dale comes to you with the understanding that Roth conversions could very easily help you in the tax planning category of your retirement plan! At the end of this episode, after spending a lot of time on taxation, he actually hits very strongly, the other five worlds of retirement income planning in addition to tax planning, and why you have to be very efficient in all five worlds. Just like most of the other episodes that we have on this podcast, this particular episode comes to you from a recent radio show that we're doing in south-central Kentucky, North Central Tennessee. We love serving that community, but we are more than happy and more than able to help the listeners of this podcast. We love hearing from you if you have any feedback on the shows or anything that you would like to add, we'd be happy for you to give an honest review and some feedback on what you'd like to hear more of on the show! 

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This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.