Roth Conversion Secrets Your Financial Advisor Won't Tell You

Roth Conversion Secrets Your Financial Advisor Won't Tell You If you’ve built a portfolio between $2M and $7M, and you’re either retired or nearing retirement, this video is for you. I’m Andrew Nida, President of Asset Management Group, Inc., and in this video you’ll get a step-by-step, rules-based guide to converting your pre-tax retirement assets into a Roth the right way. No hype. No generalities. Just actionable strategy. You’ll learn: The five critical factors we always review for clients in your asset-range (burn rate, age & RMD timeline, future tax rate, estate impact, bracket/IRMAA guardrails). The rules and traps you absolutely cannot ignore (taxable income of a conversion, five-year rule, state tax issues, Medicare surcharge risk). A multi-step plan built for those with $2M–$7M: how to measure, model, convert, monitor. Why 2025-2026 may be one of the last big windows for this strategy (thanks to recent tax law changes).

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Roth Conversion Secrets Your Financial Advisor Won't Tell You is an episode from Your Retirement Untangled by Matt Pryor, LLC.

This episode is 8:26 long.

This episode was published on Nov 5, 2025.

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