WCI #466: Roth Conversions for a Smarter Retirement

In this episode of the White Coat Investor Podcast, we dive into practical strategies for physicians, dentists, and high-income professionals to make the most of Roth accounts, retirement planning, and related tax moves: • How to leverage your 530A "Trump" account to get extra benefits • Evaluating whether TSP Roth conversions make sense for your situation • When student loan refinancing is advantageous again • Rolling a military TSP into a civilian retirement account • Using backdoor Roth IRAs alongside a SIMPLE IRA • Converting Roth accounts to reduce future required minimum distributions (RMDs) • Overview of the WCI peer-to-peer loan program This episode provides actionable, credibility-first guidance for tax-efficient retirement planning and wealth-building strategies tailored to high-income professionals. This podcast is sponsored by Bob Bhayani at Protuity . He is an independent provider of disability insurance planning solutions to the medical community in every state and a long-time white coat investor sponsor. He specializes in working with residents and fellows early in their careers to set up sound financial and insurance strategies. If you need to review your disability insurance coverage or to get this critical insurance in place, contact Bob at today by email info@protuity.com or by calling (973) 771-9100. The White Coat Investor Podcast launched in January 2017, and since then, millions have downloaded it. Join your fellow physicians and other high income professionals and

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WCI #466: Roth Conversions for a Smarter Retirement is an episode from White Coat Investor Podcast by Dr. Jim Dahle of the White Coat Investor.

This episode is 43:34 long.

This episode was published on Apr 9, 2026.

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