Roth Conversions Explained! Featuring Ed Slott

Is a Roth Conversion right for you? Ed Slott breaks down the benefits of moving your retirement savings from "Forever Taxed" to "Never Taxed."

Thinking about a Roth IRA conversion, but not sure if it’s the right move? In this conversation, Andrew Rafal, Founder of Bayntree Wealth Advisors in Scottsdale, Arizona and renowned IRA expert Ed Slott break down one of the most misunderstood retirement planning strategies: paying taxes now for the long-term benefit of tax-free growth.

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You’ll learn:
✅ Why Roth conversions may be the “secret” to keeping more of your money in retirement
✅ How paying some tax today could protect you, your spouse, and your heirs tomorrow
✅ Why many CPAs and advisors overlook this powerful strategy
✅ The importance of “tax risk diversification” in retirement planning
✅ How to balance short-term tax pain with long-term retirement gain

📘 About Ed Slott: Widely recognized as “America’s IRA Expert,” Ed Slott is a nationally acclaimed speaker, author, and thought leader on retirement tax planning.

Key Topics Covered:
✅ Roth IRA conversion explained
✅ Paying taxes now vs. later
✅ Retirement tax planning strategies
✅ Protecting your IRA from future tax hikes
✅ Ed Slott Roth conversion insights

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Investment advice is offered through Bayntree Wealth Advisors, LLC, an SEC-registered investment adviser. Insurance and annuity products are offered separately through Bayntree Wealth Advisors. Bayntree does not provide, and no statement contained herein shall constitute, tax or legal advice. You should consult a tax or legal professional on any such matters. Opinions expressed herein are solely those of Bayntree Wealth Advisors. All content is for informational purposes only and is not intended to provide the basis for any financial decisions.