Playing the Long Game with Lifetime Taxes

Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning. — Nobody wakes up eager to hand extra money over to the IRS, but what if taking a deliberate tax hit today could protect tens of thousands of dollars for your family later? In this episode, Scott and Nick unpack the real purpose behind Roth conversions: stripping away the jargon to look at taxes not as a yearly ch...